Report Follow-Up
All inspection clients. Timing is a planning default only and requires current permission, relevance, and approval.
Useful follow-up without automatic or unwanted messages
Past-Client Property Care
Smart Start’s permission-conscious property-care sequence for relevant report follow-up, maintenance reminders, reviews, referrals, and future service needs.
Defined but inactive by default
A useful property-care sequence—not an automatic marketing drip.
Each step requires the completed service, current relevance, a permitted communication basis, no suppression flags, and human approval.
Honest Review Request
Completed service no open complaint. Timing is a planning default only and requires current permission, relevance, and approval.
Referral Request
Permission conscious client care. Timing is a planning default only and requires current permission, relevance, and approval.
Six-Month Maintenance Reminder
Homeowner or buyer client. Timing is a planning default only and requires current permission, relevance, and approval.
Seasonal Eastern Sierra Checklist
Regional property client. Timing is a planning default only and requires current permission, relevance, and approval.
Annual Home Health Check Offer
Owner client. Timing is a planning default only and requires current permission, relevance, and approval.
Roof & Exterior Seasonal Reminder
Only when property record supports relevance. Timing is a planning default only and requires current permission, relevance, and approval.
11-Month Warranty Reminder
New construction client. Timing is a planning default only and requires current permission, relevance, and approval.
Home Watch Offer
Only when client and property fit. Timing is a planning default only and requires current permission, relevance, and approval.
Property Intelligence Update
Record update opportunity. Timing is a planning default only and requires current permission, relevance, and approval.
What never happens automatically
No record enters a send queue merely because time passed.
- No automatic email during the Phase 8 build
- No message to opted-out or do-not-contact records
- No queue entry after a hard or soft bounce flag
- No irrelevant roof, warranty, Home Watch, or maintenance offer
- No invented property fact or unverified service claim
Smart Start relationships