Unlock the Full Potential of Your Maintenance Programs

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

Your Membership Program Should Be Making You Richer—Is It?

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.

How We Work

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.

About Us

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.

Meet the team

Uzair Ahmed

Scaled a home service company to 23 cities on through implementing a membership program. Helped others double and triple their member base.

Sachin Gupta

After selling his startup and completing his MBA at Harvard, Sachin has built and optimized processes at large and small enterprises.

Let's connect

What can Cottonwood automate for you?

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.