Complete guide: running Make as a CRM & campaign system
This guide is for plumbing and HVAC leaders searching for a Make CRM Manager, Make Campaign Manager, or practical marketing operations help inside Make.
Book a free consultation — Make guide
Use this guide as the agenda for a free consultation or strategy call.
Next step: Book a short call. Bring your platform and one goal — dormant list, memberships, pre-season, or estimate follow-up. You’ll leave with a clear 30-day plan.
Step 1 — Scorecard
- % contacts with usable email/mobile + last job date
- Active automations tied to booked-job events
- Membership renewal and lapsed recovery rates
- Booked jobs influenced by email/SMS monthly
Step 2 — Build order inside Make
- Audit and clean
- Standardize tags and segments
- Install post-job + estimate follow-up
- Launch win-back
- Lock 90-day seasonal calendar
- Report and iterate
Step 3 — Role coverage
Depending on company size, Make work may sit with a Plumbing CRM Manager, HVAC Campaign Manager, or Marketing Manager — but the operating system is the same.
Book a free strategy call for your company
We can turn this Make guide into a prioritized roadmap for your service mix and markets.
Next step: Book a short call. Bring your platform and one goal — dormant list, memberships, pre-season, or estimate follow-up. You’ll leave with a clear 30-day plan.