Sales Intellect Customer story · Trades & services
Case study · Plumbing · Melbourne

Never lose an enquiry. Never be forgotten by an old customer.

Acme Plumbing is a six-van plumber in Melbourne's north-west. Like most trades, their problem was never the plumbing - it was the enquiries that slipped away while everyone was on the tools, and the thousands of past customers who never heard from them again. Here is how they fixed both.

6 vans9 staff~120 enquiries / monthEst. 1998Brunswick, VIC
ACME PLUMBING EST. 1998 · MELBOURNE
< 1 hr
Every web enquiry gets a call back, business hours
3
Friendly nudges before a quote is ever given up on
12 mo
Every finished job invites next year's service - automatically
0
Enquiries sitting unread in an inbox
Problem 1

The enquiries you never got back to.

Someone fills in the form on your website at 7:42 on a Tuesday night. It lands in an email inbox nobody checks from a crawl space. By the time anyone sees it, they have already booked whoever answered first.

And the quotes you did send? Chasing them happens "when we get a minute" - which at 6pm, after a day on the tools, is never. Every one of those is a real job that went to someone else.

Problem 2

The old customers who never come back.

Acme had done work for over 4,000 households. How many of them could say who their plumber was? You fixed their tap in 2019, did a great job - and the next time something leaks, they Google "plumber near me" all over again.

Nobody knew who was due a service, whose hot water system was about to die, or who had gone quiet after a quote. That is not a marketing problem - it is a memory problem.

Catching every enquiry

A form people actually finish - and that lands where you'll see it.

This is the quote form on Acme's website. The first question is one tap on a coloured box - a customer with water coming through the ceiling doesn't want to type an essay on their phone.

The moment they hit the button, three things happen on their own:

  • The customer gets a reply straight away - "we've got it, a plumber will call you within the hour" - with their details played back and a couple of turn-the-water-off tips.
  • The office gets an alert with everything on it. An emergency jumps the queue and pings the on-call phone.
  • The enquiry goes on the board as a job to be called back - not an email to be found later. Nothing to re-type, nothing to remember.

Try the live form yourself →

Keeping track

Everyone's next step, on one board, with a date on it.

Every enquiry becomes a line on a board: who they are, what the next step is, and when it's due. Call back within the hour. Written quote the day after the visit. Chase the quote two days after it went out - because that call is where most jobs are won.

The dates take care of themselves. Miss a callback and it reschedules instead of vanishing. Ring three times with no answer and the system sends a polite "we keep missing each other" note and parks it - no more mental lists in the ute.

And because every quote has a dollar value and a likely close date on it, the owner can see in one glance what's out there, what it's worth, and which quotes are going cold.

Follow-up on autopilot

The chasing you never get time to do - done while you're under a house.

When a quote goes quiet, most plumbers do nothing - not because they don't care, but because it's 6pm and there are eleven of them. At Acme, the system does the nudging, and it sounds like a person, not a robot:

  1. Straight away"We've got your request"The instant reply on the right - details played back, helpful tips, a real phone number.
  2. A day later"Still need a hand with your blocked drain?"A short check-in, with an easy way to book.
  3. Day 4"What a written plumbing quote should include"Genuinely useful - how to compare quotes properly. Helpful beats salesy.
  4. Day 11"Last one from us"A graceful goodbye that leaves the door open. No spam, no nagging.

The moment they book, buy or say "no thanks", the emails stop. Written once, they run for every enquiry, forever.

Bringing customers back

A finished job is the start of the next one.

This is the part that pays for everything else. A past customer already trusts you - they just forget you exist. So Acme never lets a finished job go cold:

The next morning

A thank-you email with a Google review link - reviews are how the next customer finds you. Leave one and a $50 "send a mate our way" offer follows. Emergency customers get a courtesy call too: "everything still dry?"

Over the year

A month later, free seasonal tips - "check your flexi hoses", "clear the gutters before autumn". No sales pitch, which is exactly why people read them and remember the name on the bottom.

Eleven months later

"It's been about a year - time for your plumbing health check." The customer books, the job lands back on the board, and the cycle starts again. Nobody had to remember; the system did.

Before it breaks

A plumber notes a hot water unit is over ten years old - on any job. Two days later the customer gets "replace it on your terms, not the tank's", with the government rebates explained. That one note is Acme's most profitable email.

The ones that got away

A quote lost on price isn't lost forever. Sixty days on, one friendly off-peak offer: 10% off a mid-week slot. If they've moved on, they never hear from it again.

Find anyone in two clicks

"Every house in 3056 with a hot water system over ten years old we haven't offered a replacement." Tick, tick, done - and the follow-up above takes it from there. Your customer list becomes a job list.

Putting it together

One customer, eighteen months, zero dropped balls.

Tuesday 7:42pm
Sam's kitchen sink is gurgling. She Googles "plumber Brunswick" and fills in the quote form from her phone. Before she's put it down she has the "we've got your request" email, and the office has her on tomorrow's callback list.
Wednesday 7:35am
Dave rings her back. Everything she typed is already in front of him - no "so what seems to be the problem?". He gives a price range on the phone and books Thursday morning.
Thursday
Job done, $385. Sam had already received the "what happens on the day" email, so the gate was unlocked and the dog was inside. While he's there, Dave notes her hot water unit is 14 years old.
Friday 9:00am
Thank-you and review ask. Sam leaves a five-star review and gets a $50 "send a mate our way" offer back.
Saturday
"Your hot water system is living on borrowed time." Two days after Dave's note, the replace-before-it-fails email arrives - rebates explained. Sam replies "hot water quote".
Month 1 · Month 6
Seasonal tips. Flexi hoses before winter; garden taps before summer. No sales pitch - which is why she reads them.
Month 11
"It's been about a year." The annual health check reminder lands and Sam books again. Nobody at Acme remembered to do any of this. Nobody had to.
Your trade, your rules

Run your business like Acme runs theirs.

Everything on this page - the forms, the boards, the follow-up emails, the come-back-next-year reminders - is simply how one plumbing business decided to work. Our onboarding and sales consultants will guide you to have your own business rules and practices automated - and running on Sales Intellect.

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About this case study. Acme Plumbing is an illustrative business created by Intellecta to show how a trades company runs on Sales Intellect. The set-up shown is real and running in a demonstration organisation; the company, its people, phone numbers, licence number and results are fictional. Rebate programmes mentioned (Victorian Energy Upgrades, small-scale technology certificates) are real Australian schemes - eligibility and amounts change; check current rules.