HIGHEST IMPACT
Referral lever missing
Fans already exist on Google — no path to send a friend.
79/100
GAP SCORE
Custom retention blueprint for Summit Air HVAC
Turn Summit Air HVAC's One-Off Jobs into Annual Contracts.
Activate Wallefy's Apple & Google Wallet advantage and Aura AI automation to boost customer retention and revenue.
SA
Summit Air HVAC
Gift Card
1 of 2 visits
50%
Growth Opportunity
68
/ 100
Recoverable ownership upside
Revenue at Risk
$22K–$44K/yr
Modeled for Summit Air HVAC · not guaranteed
Clinical retention diagnosis
2 ownership gaps the engine flagged for Summit Air HVAC.
Each gap is gated on a public signal we matched. Score is the engine's confidence this gap is recoverable in 90 days.
HIGH IMPACT
Reviews lag sales
Quiet visits leave no public proof for the next prospect to find.
67/100
GAP SCORE
The cost of doing nothing
What happens if nothing changes?
At your current pace, this is the repeat-job revenue walking out from one-and-done customers over 12 months.
02 The customer journey
Today they slip away. With Wallefy, every visit compounds.
Today · renting
Find youFirst visitThey leaveGone
Lead-gen sites (Angi, Thumbtack) that resell you the same leads. One job, then forgotten; referrals are luck — and you pay to reach them again, every single time.
If Angi and Thumbtack stopped sending you leads tomorrow, who calls you back for the next job?
With Wallefy · owning
First visitJoin Summit Air HVAC's cardFree auto-pushThey returnThey refer
Every customer lives on Summit Air HVAC's branded card in Apple & Google Wallet — A referral engine plus maintenance repeat revenue, for $0 a message, forever.
Refine your estimates · optional
These are estimated from public signals (Google, POS, web). Adjust any value if you have better data — the leak figure updates live.
Revenue at risk / yr (live)
$22K–$44K
$2K–$4K/mo · every month they slip
Modeled, not guaranteed
03 Your growth engine
Every channel feeds one card you own — then it brings them back, free, forever.
Google Search
Local SEO
Meta Ads
Direct Mail
EDDM Mailers
Your wallet card
Repeat customers
Acquire
Win new customers
Turn strangers into first-time customers
GoogleMeta AdsDirect MailCoupon
Retain & Activate
Keep them coming back
Turn first-timers into regulars — for free, on auto-pilot
Wallet PushEmailLocal SEOGift Card
Your lead
Expand & Refer
Grow value per customer
Turn regulars into advocates who refer + win back lapsed
Wallet PushGift Card
Your primary offer$105 for you, $105 for a friend— the same offer runs across every channel below, tracked per source
Capture them once · then own a free channel to them forever
Summit Air HVAC near me
AdSummit Air HVACPerformance Max
Summit Air HVAC — book today
★★★★★4.7· Open now
Free AC Tune-Up on your 1st visit
summitairhvac · Google Maps
Summit Air HVAC — 4.7 ★ (185 reviews)
Google Search
Google Search
Paid
Free AC Tune-Up on your 1st visit
✦ Exactly what they searched + a reason to act now
35% of budget · Cost per acquisition
Summit Air HVAC near me
AdSummit Air HVACPerformance Max
Summit Air HVAC — book today
★★★★★4.7· Open now
Free AC Tune-Up on your 1st visit
summitairhvac · Google Maps
Summit Air HVAC — 4.7 ★ (185 reviews)
Local SEO
Local SEO
Owned
Free AC Tune-Up on your 1st visit
✦ High-intent landing page leading with reviews/credentials, offer as th…
20% of budget · Open & redemption rate
SA···
Free AC Tune-Up on your 1st visit
Learn More
LIMITED TIME Meta Ads
Meta Ads
Paid
Free AC Tune-Up on your 1st visit
✦ Limited-time first-visit deal + striking photo
35% of budget · Cost per acquisition
SASummit Air HVAC
Free AC Tune-Up on your 1st visit
Direct Mail
Direct Mail
In-store / print
Free AC Tune-Up on your 1st visit
✦ Personalized postcard, stacked expiring locals-only deal + dominant Sc…
20% of budget · Scan→signup rate
SASummit Air HVAC
Free AC Tune-Up on your 1st visit
EDDM Mailers
EDDM Mailers
In-store / print
Free AC Tune-Up on your 1st visit
✦ We're in your neighborhood — this-week-only first-visit deal on oversi…
20% of budget · Scan→signup rate
Always-on free channels
No ad spend — consistent presence that compounds over time
Summit Air HVAC near me
Summit Air HVAC
$105 for you, $105 for a friend
DirectionsCallSave offer ↓
Google Business
Free
Scans to Wallet Pass · Free local discovery
Join Summit Air HVAC Rewards
$105 for you, $105 for a friend
Website / Page
Free
Scans to Wallet Pass · Your 24/7 capture page
S
@summitairhva
🎁 $105 for you, $105 for a friend
📍 Find us
⭐ Leave a review
Link in Bio
Free
Tap to Wallet Pass · Instagram, TikTok, any bio
Organic Social
Free
Scans to Wallet Pass · Posts, stories, reels
Wallet Push
FREE · UNLIMITED
$0 · unlimited
Free + unlimited, native to the wallet card, on Aura-AI auto-pilot — scales with your list at zero marginal cost.
Email
OWNED DELIVERY
free to send
Owned delivery for lifecycle flows, newsletters, and RFM-segmented offers.
SMS
SUPPLEMENTAL
per message
~95% open for time-sensitive nudges (rebook, flash, reward-expiry) — layer in where it counts.
Your Aura AI runs these automatically
Next-visit reminderBirthday rewardFeedback requestReferral kickoffWin-back lapsed+ 1 per RFM segment (9)
+ geo-push within ~100m
Aura AI auto-segments every customer (RFM) and fires the right free push from built-in templates the moment they move segment — auto-pilot you can fine-tune. · see all 9 segments
NewWelcome + nudge to the 2nd visit
GrowingNudge toward the next tier / reward
ChampionsVIP perk + a referral ask
Loyal regularsTier perks + a timely upsell
MediumKeep-warm offer to lift frequency
Needs attentionReactivation nudge before they slip
At-riskStrong win-back — high value, slipping
DoubtfulMild win-back offer
SleepingLow-cost reactivation, then rest
TrackLead-to-sale rateReferral rateReview rate
Print Your print kit · branded to you, ready to deploy
Every physical touchpoint becomes a wallet enrollment.
Each piece carries one dynamic QR that auto-enrolls every scan into Summit Air HVAC card on Apple & Google Wallet — then tracks installs, redemptions & revenue by surface.
Print-to-Digital Conversion Flow
1. Print Asset
with QR
with QR
2. Add to Wallet
(8 Mechanics)
(8 Mechanics)
3. AI-Triggered
Push Notification
Push Notification
Industry-tuned · Home Services
9 ROI-proven assets, branded to Summit Air HVAC
Acquire
6
Yard sign
Acquire
Scans to Job Estimate
~3–8% scan, free neighborhood billboard
Every finished job is your next lead
Door hanger
Acquire
Scans to Limited-Time Offer
~2% response, ≈$7 / lead (Thryv)
100% household delivery, hyper-local
Vehicle wrap
Acquire
Scans to Service Booking
~16K daily impressions per truck
Rolling billboard, every drive
Direct-mail postcard
Acquire
Scans to EDDM Coupon
$5.62 ROI per piece (USPS EDDM)
Mailbox-direct, every household, every time
Canvassing card
Acquire
Scans to First-Visit Offer
~2–5% response, hyper-local saturation
Hit every door in the trade zone — free reach
Staff T-shirt
Acquire
Scans to VIP Pass
Staff = walking billboards, all-day reach
Your team becomes the brand
Retain
2
Fridge magnet
Retain
Scans to Priority Service Pass
~5–12% scan, months on the fridge
On their fridge for months — top-of-mind on day zero
Service promise card
Refer
Scans to Warranty / Aftercare Pass
15–30% scan, handed at pickup moment
Left with every repair — turns a job into a referral
Grow
1
Rack card
Refer
Scans to Refer-a-Friend Pass
8–15% scan, highest convert per piece
Walks home in their hand
You never design a thing.
Auto-generated kitevery planBranded flyers, table toppers, window & mail designs with your card QR baked in — one click under any card.
Free design helpBusiness planOur designers create additional custom print pieces for you — included free on Business.
Custom designsdone-for-youBespoke design for any print product in the catalog.
QR plug-and-playevery planYour dynamic card QR drops into anything you already print — tracked + auto-enrolling.
See your complete print system — 13 pieces across 4 capture points
Storefrontyard signs at every job are neighborhood proof
Yard SignsBandit / Directional SignsMesh / Fence Banners
Direct mailsaturate the surrounding blocks after a job
Door HangersEDDM MailersPostcardsNew-Resident / Welcome Kits
Wearable & vehiclethe work truck is a rolling billboard
Vehicle Wrap QR PanelCar Door Magnets
Handout & partnerleave-behind recall in the home
Promotional MagnetsBusiness CardsReferral CardsTear-Off Tab Flyers
04 Your system
The 4-card system built for Summit Air HVAC
Built to a referral engine plus maintenance repeat revenue — Gift Card leads, with Membership + Coupon + Cashback compounding it across the lifecycle.
Wallet
SA
Summit Air HVAC
Gift card
Gift card balance
$200.00
From
Ryan
Buyer bonus
+$20
ACQUIRE
Gift card · Recommended for hvac
Gift card. Turns one customer into a viral acquisition channel.
Pre-loaded balance + gifting mechanic. Turns one customer into a viral acquisition channel.
01 The lead card
Gift Card
Pre-loaded balance + gifting — one customer becomes a viral channel.
- Mechanic
- Give $200, get $20
- Proven by
- Starbucks breakage + holiday gifting
- Live in
- ~3 days
Lock-screen visibility
24/7 brand presence, every time they unlock their phone.
Free push notifications
Zero cost per message, unlike SMS at $0.03 each.
One install, lifetime presence
Persistent, not rented. They keep the pass forever.
02 Your customer ownership system
3 cards, one system — covering Summit Air HVAC's full funnel.
win first visits (Gift Card, Coupon) · keep them coming back (Membership)
RETAIN
Membership
VIP tier. Recurring perks for top customers.
SA
Summit Air HVAC
Membership card
Membership tier
Gold
Your plan
$29/mo
Tier-based commitment + visit tracking. The highest-LTV play for service businesses.
ACQUIRE
Coupon
First-visit acquisition. One-tap install.
SA
Summit Air HVAC
Coupon
First-visit offer
Free Duct Cleaning
Expires
Dec 31, 2099
First-visit acquisition. Converts cold traffic into a tracked install with a real LTO.
03 5 more cards available
Mix and match. Every card branded for Summit Air HVAC.
Each one is a real Apple + Google Wallet pass. Swipe to browse the full library; each card scans to install on its own.
Cashback
5% back, every purchase. Auto-tracked.
SA
Summit Air HVAC
Cashback card
Cashback balance
$42.18
Cashback status
Bronze
Earning rate
3% back
Stamp card
Frequency loop. Earn-toward-reward.
SA
Summit Air HVAC
Stamp card
Buy 9, get a free AC Tune-Up
4 of 10
Reward points
Points + tier ladder. Climb status as you spend.
SA
Summit Air HVAC
Reward card
Points balance
500
Til next reward
Free Furnace Repair
Tier
Gold
Discount
Member-only price. Always live.
SA
Summit Air HVAC
Discount card
Member discount
15% off
Status
Gold
Subscription
Recurring billing. Auto-renew, auto-rebill.
SA
Summit Air HVAC
Multipass
Visits remaining
7 of 10
Pack value
$150 (saves $30)
↳Built around your signature picks — AC Tune-Up, Furnace Repair, Duct Cleaning — so your Gift Card rewards the services people already come back for.
See how each card actually works ▾
Gift Card
Give $200, get $20
Membership
Member · $29/mo
Coupon
Free Duct Cleaning
Cashback
3% back
05 Your campaign calendar next 3 months · modeled, not guaranteed
Your year, already planned
Summit Air HVAC's season-by-season rhythm — each month's highest-leverage play, auto-scheduled to your wallet base. No blank-calendar guesswork.
JulyThis month
Peak season
Independence Day & summer
New-offer launch blitz
Capture peak demand — gift-cards & premiums over blanket discounts.
August
Peak season
Back-to-school
New-offer launch blitz
Capture peak demand — gift-cards & premiums over blanket discounts.
September
Steady
Labor Day & back-to-routine
Birthday club
Compound your owned base — one free push, zero ad spend.
06 Projected outcomes modeled, not guaranteed
Repeat-visit rate
Loyalty members come back more often than one-time guests — the compounding base of revenue.
Bigger jobs
Returning customers spend more per visit once they trust the brand and the offer.
Monthly revenue from repeat customers
Small repeat-rate lifts move the whole base — recovered revenue compounds month over month.
5 min Live by this weekend
- 1Confirm your card details
- 2Connect your dispatch system
- 3Activate the template
- 4Print/share the QR + save-to-wallet link
Your way · fully customizable
Smart start, infinitely yours.
This blueprint is a starting point, not a contract. Every wallet card, offer, design, channel, and campaign month is yours to swap, tune, scrap, or add — in seconds, with or without our designers.
- Wallet cards & mechanics
- Offers & rewards
- Print designs
- Channels & ads
- Campaign calendar
- Aura push schedule
Need help? Free design help on Business · custom designs on demand · cancel anytime.
90-day growth roadmap
From day one to day ninety — the exact sequence.
Three phases built from your engine output: launch the system, capture the first wave, compound the wins. Each phase carries the metric that proves it's working.
Launch
Stand up the system
- Launch your gift card on Apple & Google Wallet
- Put your QR on yard signs — every scan auto-enrolls a customer you own
- Switch on free welcome + next-visit push (no per-message cost, ever)
Capture
Bring new customers in
- Google LSA/SEO + EDDM around service area -> first-job coupon
- Add Direct Mail so walk-ins enroll on the spot
- Aura AI auto-push: next-visit reminder + birthday reward
Compound
Retain, refer & win back
- maintenance membership -> seasonal SMS reminders -> winback at 12 months
- neighbor referral via yard-sign QR + give/get account credit
- Win back lapsed customers with RFM auto-push; watch installs, redemptions & revenue per channel
Why it works · what you risk
Why a wallet card out-earns email & SMS — and what it costs you to try
Wallet push
Free · unlimited
Lands on the lock screen, native to the card — no per-message cost, ever.
Email
~20% opened
Most lifecycle email never gets seen — and inboxes keep tightening.
SMS
~$0.03 / text
Great reach, but it adds up fast once you message your whole base.
No app for your customers to downloadWorks with ServiceTitan, Housecall Pro, Jobber & moreCancel anytimeNo third-party tracking pixel — lives in Apple & Google Wallet
Industry benchmarks (Mailchimp 2024 · Twilio list pricing) — not Wallefy guarantees.
See the full growth playbook
Your growth playbook
⚡ Day-one quick win
Day-one quick win: reactivate the customers you already have
Import your existing list, enroll them on the wallet card, and fire a free win-back push — revenue before you spend a dollar on new acquisition.
Win-back wave → at-risk + lapsed customers (free push)VIP re-engage → dormant high-value customersReferral revival → past-happy customers bring a friendEnroll-to-wallet → re-engaged customers onto the loyalty card
💤
Dormant
90+ days silent
→
🔔
Aura AI fires
Win-back push
→
🔁
They return
Offer redeemed
→
⭐
Re-activated
Back in loyalty loop
Ready-to-run campaigns
Holiday gift-card driveSeasonalWin-back waveMonthlyReferral revivalAnytimeNew-offer launch blitzOn launchBirthday clubAlways-on
Borrow local trust
Borrow trust + reach from local institutions and creators — the lowest-CAC, most durable acquisition.
schoolsgymsemployersapartment communitiesrealtorsmedical networkslocal nano/micro collabsgifted experiences for UGCgive/get affiliate codes
Make this even sharper
Answer 3 quick questions about how your business actually runs — we’ll retune the whole plan to match.
Ready to own Summit Air HVAC's customer relationships?
Built for contractors that own their customer book, not rent leads from aggregators. Connect your CRM — about 5 minutes.
Activate Summit Air HVAC's customer ownership system
No app for your customers to download · Works with ServiceTitan, Housecall Pro, Jobber & more · Cancel anytime · No third-party tracking pixel — lives in Apple & Google Wallet