More booked jobs, fewer lost quotes, and follow-up that actually happens.

Tarvent automates customer follow-up based on real appointment updates and real engagement, so you get more yes responses without constantly chasing people.
Engagement scoring that updates over time
Smart Filters for VIP and at risk customers
Journeys that automate follow up
Support responses in under 30 minutes
Service Journey Flow

The playbooks that keep your schedule full.

Quote follow up

Stop losing jobs because the customer “forgot.” Follow-up at the right times automatically.

Appointment reminders and prep

Reduce no-shows and awkward surprises with clear reminders and prep messages.

No response recovery

When someone goes quiet, you follow up consistently without being annoying.

Repeat and referral

Turn completed jobs into repeat business and referrals with simple timing-based automation.

Stop sending the same message to everyone.

Tarvent scores engagement for every customer and updates it over time. That means you can follow up harder with customers who are engaged, and back off when someone is cold instead of tanking deliverability.
Use engagement targeting to:
Prioritize high intent customers for fast follow-up
Re-engage at risk customers before they churn
Avoid over-emailing customers who never engage
Explore the Engagement System

When the appointment changes, marketing moves.

Not every service company uses a pipeline. You still need follow-up that runs on time.
Journeys can trigger when a customer profile updates, so fields like these can drive automation:
NextApptDate
LastApptCompleted
LastJobStatus
What you automate from those fields:
Quote follow up sequences
Appointment reminders and prep instructions
Post-job review requests
Repeat service nudges based on time since last completed appointment
Referral asks for happy customers
View Integrations

Playbook building blocks

Every industry playbook is built from the same four pieces, so you can copy fast and still keep things consistent across clients, locations, or programs.
Journeys you can copy
Automations that match how your customers actually behave.
Campaign ideas with purpose
So you can measure impact by intent, not guesswork.
Smart Filters for targeting
VIP, at-risk, do not send, and more, ready to use.
Artitelli recommendations
Suggestions you can turn into a segment or a campaign.
Copy the playbook. Customize if you want. It still works either way.

Copy these, tweak them, done.

Playbook 1: Quote follow up

1
Start when QuoteStatus becomes Sent.
2
Wait 1 day. Send a helpful follow up.
3
Wait 2 days. If no response, send a second message with proof and a clear next step.
4
If they reply or book, stop the follow-up.

Playbook 2: Appointment reminders and prep

1
Start when NextApptDate is set.
2
Send a reminder 3 days before.
3
Send prep instructions 1 day before.
4
If they cancel, tag them and start a reschedule flow.

Playbook 3: Post job reviews and referrals

1
Start when LastApptCompleted updates.
2
Wait 2 hours. Ask for a review.
3
If they click, tag them as Happy Customer.
4
Wait 7 days. Ask for a referral or a second service.

Targeting that is ready when you are.

VIP clients

Hot engagement
Recent quote sent
Visited pricing or service page

At-risk clients

Warm to cold engagement
No response to last quote
No appointment in 90 days

Do not send

Inactive engagement
Recent complaint or hard bounce
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Learn about Smart Filters
Artitelli

Want more booked jobs without more chasing?

One plan. Fast support. Engagement that tells you what to do next.
Support replies in under 30 minutes
One plan. Every feature.
Support replies in under 30 minutes during business hours.