Service the job. We’ll service the relationship.
Personalized, done-for-you marketing for residential contractors — with white-glove onboarding, multi-year follow-up programs (36 to 82 scheduled touches per customer), SurroundMail to every neighbor of every job you run, and co-op marketing that splits the bill with your manufacturers. Replies and leads come straight to your inbox.
Everything handled for you — from the first install to the next call-back.
You don’t lift a finger. Our team gets you set up, then keeps your name in front of every past customer, every new neighbor, and every manufacturer partner — every month, for years.
Four simple steps. Zero ongoing effort.
White-Glove
We set up your account, branding, license numbers, and disclosures. We verify your sending domain and import your customers straight from QuickBooks, your dispatch system, or your existing CRM — no CSV gymnastics required.
We Design & Write
Each month, our team designs and writes a personalized, professionally branded email or postcard for you — built around the service calendar, equipment-replacement timing, and the seasons that drive new jobs.
Sent on Autopilot
We send it on your behalf — every month, automatically. Past customers hear from you on a 3, 5, or 7-year cadence. Every neighbor of every job you run gets a SurroundMail postcard. Manufacturer co-op campaigns go out fully compliant.
Booked Jobs in Your Inbox
Survey responses, replies, and new lead forms come straight to your team — so the next job gets booked while you’re still in the truck.
Invest in your customers — invest in your next 25 years.
Plans & PricingPick the plan that fits your truck count.
Every plan is the full done-for-you service — billed annually. Pick the tier that matches your customer list and team size. All plans include multi-year follow-up, SurroundMail credits, and access to the Contractor Halo Marketing Store at member pricing.
- Done-for-you email mktg
- Multi-year follow-up programs
- 3 user logins
- White glove onboarding
- Data cleanup & upload
- Lead alerts
- Contractor Store access
- Phone & ticket support
- Done-for-you email mktg
- Multi-year follow-up programs
- 6 user logins
- White glove onboarding
- Data cleanup & upload
- Lead alerts
- Contractor Store access
- Co-op mktg ready
- Phone & ticket support
- Done-for-you email mktg
- Multi-year follow-up programs
- 10 user logins
- White glove onboarding
- Data cleanup & upload
- Contractor Store access
- Co-op mktg ready
- Priority onboarding
- Phone & ticket support
- Everything in Pro
- 11+ user logins
- Unlimited contacts
- Custom dashboard integrations
- Automated thank yous
- Client satisfaction surveys
- Testimonial capture
- Multi-location ready