Categories / Marketing & Content
Hatch Peterman: 500 appointments from one marketing blast; 50% book rate on bulk texts
A family HVAC company booked 500 appointments from one Hatch marketing blast, hits under-1-minute speed-to-lead, and lets AI filter 50–70% of non-lead calls so CSRs can sell.
- Task
- staff peak 95°F demand without over-hiring for March; free CSRs from junk calls and chase-follow-ups
- Result
- 500 appointments booked from a single marketing blast; bulk text campaigns book ~50% (example: text 1,000 people in a day); <1 min average speed-to-lead response; AI filters 50–70% non-lead inbound so CSRs sell
- Tools
- Hatch (speed-to-lead, estimate follow-up, nurture, memberships, happy calls, bulk SMS, recruiting)
- ServiceTitan
- Angi
- Modernize
- Thumbtack
- Setup
- auto-enroll new Angi/Modernize/Thumbtack/web leads into speed-to-lead within seconds → within hours of unsold estimates start multi-day follow-up (stretch 6–10 days) → send maintenance booking links by SMS → AI qualifies replies then hands off to CSRs → use bulk blasts for memberships/promos
Step-by-step setup guide + copy-paste prompt
Honest note: Bulk SMS and speed-to-lead are rules + AI qualification. Confirm SMS consent before any marketing blast.
Prerequisites
- Hatch with campaigns and Voice AI.
- ServiceTitan + Angi / Modernize / Thumbtack / web leads flowing in.
- Opted-in contact lists for marketing blasts.
Step-by-step setup
Step 1. Speed-to-lead in seconds. Auto-enroll every new Angi/Modernize/Thumbtack/web lead into a Hatch campaign that texts within seconds of the lead arriving.
Step 2. Stretch estimate follow-up. Within hours of an unsold estimate, start a multi-day follow-up (Peterman stretches 6–10 days). AI qualifies replies; CSRs take hot ones.
Step 3. Membership / maintenance booking links. Send maintenance booking links by SMS so customers self-schedule without a phone call.
Step 4. Peak-demand bulk blast. Build a Hatch bulk SMS campaign for memberships/promos (example pattern: text ~1,000 people in a day; their case saw ~50% book). Always include opt-out language.
Step 5. Filter junk inbound. Use Voice AI on inbound so CSRs only talk to real leads (Peterman cites 50–70% of inbound filtered as non-lead).
Copy-paste prompt
Write a compliant Hatch marketing SMS (under 160 chars, include STOP opt-out) and a 6-day estimate follow-up sequence for {{company}} HVAC in {{region}}.
Friendly, clear offer, {{booking_link}}.Sources
- Hatch: Peterman Brothers. Credit: Peterman Brothers contact-center leadership (vendor-published).
- Hatch Docs: Outbound Voice AI / campaigns
Industries: AI automation for Home Services & Contractors
Results as reported by the source; not independently verified. Community-sourced from public sites and attributed to the source platform. Original author? Ask us to correct or remove it. Read the disclaimer.