Email Templates

Edit the wording for automated customer emails. Insert customer details using these variables:

{firstName} — First name{fullName} — Full name{propertyAddress} — Property address{repName} — Assigned rep{phone} — Phone number

Send Campaign

Send a template to a specific pipeline segment or all customers.

Email Template

Send To

4th of July Holiday Blast

Send a holiday greeting to every customer with an email on file. Includes a 25% off promo and a link to book a discovery call.

Follow-up #1 (3 days)

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Follow-up #2 (7 days)

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New Lead Welcome

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Hi {firstName},

Thanks for reaching out to NextLvl Home Pros. We've received your request and one of our Energy Specialists will be reviewing your information shortly.

**The fastest way to get started is to schedule your free Discovery Call now:**

👉 https://calendly.com/nextlvlhomepro-info/discovery-call

The call takes about 15 minutes and we'll:
• Learn about your home and your goals
• Answer any questions you have
• Determine which energy-saving solutions make the most sense for your situation
• Outline your next steps with absolutely no obligation

If you've already scheduled your Discovery Call, you're all set! We'll see you at your selected time.

If you haven't booked yet, we recommend doing so today to secure the appointment time that works best for your schedule.

At NextLvl Home Pros, we take a whole-home approach to reducing energy costs. Whether you're interested in solar, HVAC, roofing, water treatment, battery storage, or simply lowering your monthly utility bills, we're here to help you make an informed decision.

If you have any questions before your appointment, simply reply to this email or call us anytime.

We look forward to speaking with you!

The NextLvl Home Pros Team

Helping homeowners make smarter energy decisions.