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Case study · Outreach · May 2026 · single Outreach campaign

One campaign. Under two hours. Six weeks of booked appointments.

Brooks Heating & Air filled their entire six-week service calendar with a single Onepath Outreach campaign to their membership base — no ad spend, no call blitz, no manual follow-up.

Brooks Heating & Air · Residential HVAC · Georgetown, Ontario

Vendor partner · CI Web Group

105

Appointments booked · Six weeks of calendar filled

31%

Booking rate · Nearly 1 in 3 messages booked

$15,750

Converted revenue · From customers they already had

$0

Campaign cost · No ad spend

Zero

Manual follow-up · AI sequence owned reminders

Challenge

Hundreds of members — and a spring calendar full of holes.

  • Roughly 570 maintenance-plan members entitled to a spring tune-up who simply never booked.
  • Reaching them meant hours of manual report pulls, cross-checks, and one-by-one calls or emails.
  • Generic mail-merge blasts felt off-brand for a shop built on personal relationships — and they did not convert.
  • Benefits went unused, technician hours went unsold, and revenue sat untouched inside their own list.
What Onepath deployed

One plain-language Outreach campaign, personalized to every member.

  • Targeted members without an upcoming appointment — 413 reachable contacts; opt-outs and invalid numbers excluded automatically.
  • Wrote the campaign once in plain language; AI personalized each SMS and email per customer.
  • Coordinated SMS + email sequencing with business-hours delivery and rate limiting.
  • AI-timed follow-ups on days 1, 3, and 7 — sequences stopped the moment a member booked.
  • Every message linked to Brooks’ live booking calendar so members confirmed in a few taps.
Onepath Outreach SMS + email Live booking calendar ServiceTitan sync
Campaign funnel · May 2026

964 messages → 413 reachable members → 105 appointments

43% engaged · 31% booking conversion · $15,750 converted from the membership base. Calendar booked solid for the next six weeks.

964

Messages sent

83%

Delivered

43%

Engaged

31%

Booked · 105 appointments

How it worked
  • Setup — Membership list synced; members without upcoming appointments targeted automatically.
  • Send — AI-personalized SMS + email in Brooks’ voice, with a direct booking link.
  • Hour 1–2 — Bookings flow onto the calendar; booked members auto-removed from the sequence.
  • Days 1–7 — AI-timed follow-ups nudge non-responders until the calendar is full.
What moved the numbers
  • Per-customer AI personalization — every message written for the recipient, not blasted.
  • SMS + email in one coordinated sequence across channels.
  • Booking-aware automation — sequences stop the instant someone books.
  • Closed loop to the calendar — every send tracked through to a booked job.
What comes next
  • Reuse Outreach for seasonal membership windows without rebuilding lists by hand.
  • Pair membership campaigns with inbound AI Lead Manager coverage on paid and after-hours demand.
  • Keep estimate and tune-up follow-up on the same booking-aware cadence.
Vendor Partner Marketplace

CI Web Group

Brooks is a CI Web Group client — the same vendor partner that builds trade sites and demand systems alongside Onepath Outreach.

Hydra OS digital marketing & AI web design for the trades

“That's amazing. It usually takes forever to book that many people. We did it in a few hours.”

— Nathalie Brooks · Brooks Heating & Air

Reviewed by Utku "Dave" Kaynar (CEO & Co-founder, Onepath) · Updated 2026-07-18

Methodology: Claims on this site are grounded in operator discovery calls, live multi-channel booking telemetry (jobs scheduled, calls handled), and published home-service ticket research used as planning inputs — not guarantees. Content is reviewed by the Onepath Operations Team before publish.