Categories / Scheduling & Appointments
Podium Air Design: Membership Coordinator books 187 jobs / $35k in 6 weeks from 600 paper folders
An HVAC company stopped spending 3–4 hours a day calling ~600 maintenance members — Podium's Membership Coordinator booked 187 jobs and $35k in the first 6 weeks with no manual outreach calls.
- Task
- stop spending 3–4 hours/day for ~6 weeks each spring/fall manually calling ~600 maintenance members from paper folders
- Result
- first 6 weeks — 471 members contacted by AI (no manual outreach calls), 187 jobs booked, $35k revenue collected; calendar booked ~2 weeks out; 3–4 hours/day freed for higher-margin work
- Tools
- Podium AI Operating System Membership Coordinator agent (texts due members, checks dispatch board, books onto calendar)
- Setup
- turn on Membership Coordinator → agent finds members due for seasonal visit → texts them → checks live dispatch availability → books job on calendar → office manager monitors/oversight instead of dialing the list
Step-by-step setup guide + copy-paste prompt
Honest note: This is an AI agent that texts due members and books onto your live calendar. Exact Settings labels are account-specific; your Podium rep turns Membership Coordinator on.
Prerequisites
- Podium with memberships/maintenance agreements loaded and a live dispatch board.
- Clear membership visit rules (seasonal tune-up windows, duration, tech skills).
Step-by-step setup
Step 1. Clean membership data. Make sure due dates, phone numbers, and addresses are correct for the ~seasonal list (Air Design had ~600 members in paper folders before).
Step 2. Ask your rep to enable Membership Coordinator. Confirm the agent can: find members due → text them → check live dispatch availability → book on the calendar.
Step 3. Approve the text script. Write a friendly seasonal message (see prompt). Keep opt-out language.
Step 4. Monitor, don't dial. Office manager watches bookings and exceptions instead of working a call list 3–4 hours/day for ~6 weeks each spring/fall.
Step 5. Measure the first campaign. Track members contacted, jobs booked, revenue collected, and calendar fill (their first 6 weeks: 471 / 187 / $35k, calendar ~2 weeks out).
Copy-paste prompt
Write 3 SMS variants for an HVAC membership tune-up outreach in {{season}} for {{company}} in {{city}}.
Under 160 characters, include {{booking_link}} or ask to reply YES. Friendly, no pressure. Include STOP opt-out.Sources
- Podium: Air Design AI Membership Coordinator. Credit: Air Design's office manager / CFO.
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.