Transform your customer base into a revenue-generating machine with zero extra effort.
"Customer satisfaction is worthless. Customer loyalty is priceless."
Jeffrey Gitomer
Author, The Sales Bible
Cottonwood Automation fully manages your HVAC membership program, making it the most profitable part of your business. We handle sales, customer retention, and renewals—ensuring consistent, reliable income while you focus on your core operations.
Our streamlined approach allows us to make your membership program the most successful and profitable part of your business, without adding any extra work for you.
Full Program Ownership
We handle everything related to your preventative maintenance plans, from sign-ups to renewals, making sure every part works smoothly and delivers results.
Customer Engagement
We keep your customers loyal and happy. By using proven strategies, we reduce cancellations and make sure your customers stay with you for the long haul.
Revenue Optimization
We find ways to get more value out of each customer, helping you earn more money from your existing maintenance plans.
Hands Off For You
You don’t have to worry about a thing. We manage everything behind the scenes, so you can focus on running your business while your maintenance plans bring in steady revenue.
Cottonwood Automation is a customer retention focused agency that focuses on maximizing the value of your existing customer base.
At Cottonwood Automation, we specialize in transforming underperforming membership programs into powerful revenue engines.
Our success with existing clients has driven millions in revenue, making memberships the most profitable part of their businesses.
By taking full ownership of your program, we ensure consistent, predictable income, increased customer loyalty, and reduced churn—allowing you to focus on running your business while we maximize your membership potential. We’re proud to have helped HVAC companies turn memberships into reliable, year-round cash flow that continues to grow.
Send
leads from advertising platform to CRM
Respond
to new customers instantly
Import
job details into project management software
Schedule
broadcasts across marketing channels
Alert
team members of deal updates
Automate
customer data entry across systems
Update
support tickets with resolution statuses
Sync
information across teams’ tools
Tailor
communications with customer details
Find or create
records to prevent duplicate entries
Tag and segment
audiences based on custom variables
Simplify
scheduling for sales and production crews
Follow up
with customers across channels
Add
subscribers from website contact forms
Update
lists based on meetings and events
Connect
ecommerce site with email tools
Automate
delivery of lead magnets to prospects
Trigger
SMS communications from lead gen source
Send
event reminders to sales prospects
Schedule
communications to internal teams
Stop fighting never ending fires
It doesn't have to be this way. Turn chaos into clarity with perfectly formed processes, systems, and automations that run on their own.