You don't need 50 automations. You need five that run flawlessly. Build these first, in this order, and don't move on until each one is earning. Most electricians skip the basics and try to build clever workflows — that's exactly why they get nothing.
1. Speed-to-lead auto-reply
New lead hits any source — web form, phone call, Facebook lead — auto-text within 60 seconds: 'Got your message! [Service Tech] will call you within 2 hours. Reply with your address and what's happening at the panel for a faster response.' Single biggest close-rate lift in the playbook. Build this first, before anything else.
2. Quote follow-up sequence
Quote sent → Day 1 thank-you text. Day 3 'questions about the panel scope?' email with photos and load calc. Day 7 SMS check-in. Day 14 final email with financing reminder. Most electricians stop at one touch. This sequence alone closes 25 to 40 percent more panel upgrades, EV chargers, and rewires from the same lead pool.
3. Service-call ETA plus reminder
Day before: confirmation text. Morning of: 'we'll be there between 1 and 3.' Twenty minutes out: 'on the way, parking by the mailbox in the white Sprinter.' Cuts no-shows by 60 to 70 percent and makes a one-truck operation feel like a 50-truck brand.
4. Post-job review request
Job complete (panel swap, EV charger, generator install, anything visible) → 2-hour wait → SMS plus email with one-click Google review link. Happy homeowner is never more ready than the first day. Wait a week and conversion drops 80 percent.
5. Annual safety inspection ping
Twelve months after install → automated 'time for your annual electrical safety inspection and panel tune-up' text. Books surge protector swaps, breaker checks, GFCI testing, and warranty visits. Often pulls in $200 to $600 per past customer per year — pure margin on zero marketing spend.
Stop building automation #6 until automations 1 through 5 are running and earning. Most electricians skip 1 and try to build 6. That's why they get nothing.