Tradewise Office
Northeast Ohio HVAC pilot · 3 spots

Personal postcards to your past customers, done for you.

Every month we design and mail a new card from you, with your logo and each customer's own name and last visit. You approve it with one text. We handle the list, the design, the printing and the postage.

See if it fits your business First 50 cards: $99, postage included. Not happy? Your $99 back within 30 days. Questions? Text (216) 350-1630.

The goal

More work from customers you've already earned. A lot of repeat business is lost to forgetting: a customer who loved your work just doesn't remember your name when the furnace acts up two years later. Tradewise Office reminds them for you, the same way every month, without you having to remember to do it.

What you get

We do the work. Your part takes a few minutes a month, all by text.

Customer Reminder Postcards

$99 kickoff month
We
Do all of it. We pick which customers are due, write a new message every month for the season and your specials, design the card with your logo, add each customer's name and last visit, print it, pay the postage and mail it. Quoted a job that didn't book? We mail those customers a follow-up card too. Every card has a QR code for quote requests and the code TRADEWISE, so you can tell which calls came from the card.
You
Send your customer list once, by text or email, and reply YES to approve each month's card.
You get
Quote requests sent straight to your phone or email, your choice, plus a monthly results card: cards mailed, QR scans, quote requests, and the calls and TRADEWISE codes you tell us about.

Kickoff: 50 cards for $99, postage included · Not happy? Tell us within 30 days and you get your $99 back.

Built for HVAC companies with past customers to bring back and no time to market to them. Think of it as a fresh fridge magnet, mailed for you.

After your kickoff

Monthly plans
PlanCards each monthPrice
Starter50$149/mo
Standard100$249/mo
Plus200$449/mo

Need more in a busy month? Add cards for $1.99 each. Printing and postage are always included. You're only billed for months that mail, and there's no long-term commitment.

See a sample card

Your business name, phone and offer go on the front. Your logo and a signed note to each customer go on the back. Every card has a QR code your customers can scan to ask for a quote.

Front Sample HVAC postcard front: Time for your fall furnace tune-up, with your business name, phone and a QR code
Back Sample postcard back: your logo and return address, a personal note that mentions the customer's last visit, your signature and photo, and the customer's mailing address

Sample card. Your first preview shows two versions of your own card: this clean front, and one with your logo on the front too. Pick A or B, and we write the message for your trade and the season. You approve every card before it mails.

What runs on its own each month

Once it's set up, this cycle repeats without you starting it. Your part is one text.

  1. We pick who's due

    From your customer list, we find the people due for service this season, based on their last visit.

  2. You get one text

    A preview of this month's card. Reply YES, or text what to change. One round of changes is included each month.

  3. Cards go out, results come back

    We mail the cards. Quote requests from the QR code reach you right away, and at month's end a text sums up your results.

You see every card before it goes out

Nothing reaches your customers without your YES. To change anything, just text it. Your card waits until it's right. Names below are made up.

Your monthly text
Hi Joe, October's postcard for Smith Heating & Air is ready: 50 cards to customers due for a furnace tune-up. Preview: [link]

Reply YES to send, SKIP to skip this month, or just text what you'd like changed.
Can you use a photo of a new furnace and add $25 off a tune-up?
Done. Updated preview: [link]. Reply YES to send, or keep the changes coming.
YES
Approved. Your cards mail Thursday.

Not coming together? Reply CALL anytime and we’ll call you, usually the same business day, to sort it out in one conversation instead of trading texts.

What your customers getSample HVAC postcard: Time for your fall furnace tune-up
Your name, phone and a QR code for quote requests on the front. Your logo and signed note on the back.

How the pilot works

  1. Sign up below

    Tell us about your business. It takes two minutes. Questions first? Text (216) 350-1630.

  2. Send your list and logo

    Text or email them whenever it's handy. No call needed. We set everything up and text you a preview.

  3. Your kickoff month

    50 cards for $99 to your most overdue customers. Then pick a monthly plan, or stop. No long-term commitment.

No pressure, really

  • Your first 50 cards are $99, postage included. Not happy with the cards or the service? Tell us within 30 days and you get your $99 back.
  • Pilot spots are limited to 3 HVAC companies in Northeast Ohio.
  • One round of changes each month is included, and we fix our own mistakes at no charge.
  • All we ask is 15 minutes of honest feedback at the end of the month.

Questions owners ask

Can I see what goes to my customers, or say no?

Yes. Each month you get a text with a preview of the card before anything goes out. Reply YES to send it, SKIP to skip that month, or text what to change.

Can my logo be on the card?

Yes, if you'd like. Send it with your list and it goes on the back next to a signed note from you. No logo? We'll use your business name in a clean style. If you send one, your first preview also shows a version with your logo on the front. Reply A or B, and that becomes your standard.

How do I know it's working?

At the end of each month you get a simple results text: cards mailed, how many customers scanned your card, the quote requests that came straight to you, and the jobs you tell us came from the card. Every job you report earns you 5 bonus cards on your next mailing, at no cost. If any addresses on your list can't be mailed, we'll send you the list so you can update your records.

Can I choose or describe the photo?

Yes. Describe what you want in a sentence, like "a new high-efficiency furnace" or "a technician at work," and we'll find or create a photo that fits. Even better, send photos of your own work: real jobs make the strongest cards. You see every photo in your preview before anything mails.

What if I want changes, or the design just isn't right?

Text what you want changed. One round of changes each month is included, we fix our own mistakes at no charge, and nothing mails until you reply YES. If it isn't coming together, reply CALL and we'll call you, usually the same business day.

Do I have to learn any software?

No. You use your phone and email the way you already do. We handle the rest.

What happens to my customer list?

When you sign up, you confirm these are your own customers and you're allowed to contact them by mail. We use the list only to mail your reminders, never sell or share it, keep it secure, and delete it within 30 days if you leave.

What do you need in my customer list?

Name and mailing address for each customer, the date of their last service, and what you did if you have it. That's what lets each card say "It's been a year since your furnace tune-up." No date? That card still greets them by name.

What if I don't have a customer list?

Most owners have one without knowing it: your accounting software, invoicing tool or a spreadsheet can usually export one. No list at all? Tell us your service area and we can mail cards to homes nearby, addressed to "Current Resident."

How do customers reach me from the card?

Your phone number is on the front. A QR code on the card opens a short quote request that goes straight to your phone, your email or both, whichever you choose when you sign up. We test it with you before your first cards mail.

What if I want to skip a month, or I have an off-season?

Reply SKIP and nothing mails that month, and you aren't billed for it. Slow season? Reply PAUSE and we'll hold your cards and billing until you text RESUME. You only pay for months that mail. You can send an updated customer list any time. A week before each mailing we'll text and email you to ask for any new customers or quotes to add, and whether any customer mentioned your card or the code TRADEWISE.

What does it cost?

Your first 50 cards are $99. After that: Starter, 50 cards for $149 a month; Standard, 100 cards for $249; Plus, 200 cards for $449. Extra cards are $1.99 each. Printing and postage are included, you're only billed for months that mail, and you can stop anytime.

Can you follow up on quotes that didn't book?

Yes. Send us the names and addresses of customers you quoted, and we'll mail each one a personal follow-up card: a thank-you for having you out, a reminder of what they were looking at, and an offer to book, like a discount with the code TRADEWISE. We never print prices from your quote. It's great for newer companies that have more quotes than past customers. Those cards count toward your monthly plan.

Can I ask a question before signing up?

Yes. Text (216) 350-1630 and we'll text you back, usually within a business day.

Interested? Tell us a little about your business

We'll reach out within two business days, the way you prefer, to see if it's a good fit. If it isn't, we'll say so.

Best way to reach you
Where should quote requests from your cards go?
No payment today. We'll text you to set up your kickoff month. We never sell or share your information.