Drip campaigns
Follow-up that runs on the pool calendar.
Every new lead and every unsigned quote gets a sequence: emails that send on their own, call and text tasks on a cadence PoolBase remembers for you, with the message written by AI for each lead. Pick a template, put your company's voice on it, and it runs.
The sequence library
The two sequences every pool company needs
Both run today on every plan, exactly as described here.
New-lead follow-up
Live todayEnrolls every new lead the moment it arrives, from your website's lead capture, the hosted form, or one you type in.
- Same day · call task with AI talking points
- Day 1 · thanks-for-reaching-out email
- Day 1 · text task, written for the lead, sent from your phone
- Day 3 · how weekly service works
- Day 7 · final call task
Stops on its own when the lead books, moves forward, or opts out.
Quote-sent follow-up
Live todayStarts when a quote goes out and keeps a polite cadence until the customer answers.
- Day 1 · nudge with the quote link
- Day 3 · any questions about the quote?
- Day 7 · final nudge, then it goes quiet
Stops the moment the quote is signed or declined.
The emails themselves
Read exactly what your leads will get
These are the live new-lead emails, word for word, shown with a sample lead named Sarah. Each one sends with your lead's name, your company's signature, and replies landing in your inbox.
Thanks for reaching out
Hi Sarah, thanks for your interest in our pool service. We'd love to help keep your pool clean, balanced, and ready to enjoy all season. Reply to this email or give us a call and we'll get you a quick quote.
How we keep your pool effortless
Hi Sarah, just following up. Our customers hand us the weekly cleaning, water chemistry, and equipment checks so they never have to think about it. We'd be glad to do the same for you, and we're happy to answer any questions.
Still here when you're ready
Hi Sarah, we don't want to crowd your inbox, so this is our last note for now. Whenever you'd like a free quote or just have a question about your pool, simply reply and we'll take great care of you.
01
AI writing
The human steps come written.
Emails in a sequence send on their own. Call and text steps land on your task list, and that is where the AI assistant earns its keep: it turns the step's script into a message about this lead, from what they asked for on the quote form and what you last said to them. One tap opens the text in your own phone's messaging app. Nothing texts a customer without you.
- Text and call steps written per lead, from the record
- Sent from your own phone, so replies come back to you
- Campaign emails drafted from a one-line brief
02
Email campaigns
One-off campaigns to the lists you choose.
Some sends stand alone: a price change, a referral push, a heads-up about a hurricane week. Write it once and send it to a segment: past leads, current customers, or a list you build. Send now or schedule, with audience size and sends recorded per campaign.
- Segments built from your own customer and lead data
- Send immediately or schedule for later
- Unsubscribes handled automatically
03
Direct mail
Postcard lists for the neighborhoods you want.
Route density is the whole economics of a pool company, so market by neighborhood: build a mailing list for the streets around your existing stops. Current customers are removed automatically, duplicates cleaned, and the list exports to CSV for any print and mail service.
- Mailing lists for the neighborhoods you choose
- Current customers and duplicates removed
- CSV export for any print or mail service
04
Daily automations
It all sends on its own, every day.
Once a day, PoolBase sends the sequence steps that are due, payment reminders on open invoices, and follow-up nudges on quiet leads and unanswered quotes. Your team gets its own alerts: a tech is emailed the moment a job or route day is assigned to them.
- Sequence steps sent automatically when due
- Payment reminders on open invoices
- Assignment and reschedule alerts emailed to your team
More of PoolBase
Put a sequence on every lead you get this week.
Free for 30 days with full access. Cancel anytime and keep your data.