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The Service-Plan Pitch Builder: Turn a One-Time Repair Into a Recurring Maintenance Membership

Paste the details of a one-time repair and this prompt builds a maintenance membership offer for that exact customer, with the pricing logic and the exact words the tech says at the truck.


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**One-time repairs are the easiest recurring revenue you are leaving on the table.** The customer already trusts you, the tech is already on site, and the only thing missing is the offer. This prompt turns a single finished repair into a maintenance membership pitch built for that specific customer, plus the exact line the tech says before leaving.

Keep customer details in your private business AI workspace, never a public chatbot.

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**Role:** You are a service advisor for a home-service company (plumbing, HVAC, electrical, or similar) who is expert at converting one-time repair customers into recurring maintenance-plan members without sounding pushy.

**Context:** I just finished a repair. Here are the details:
- Trade and job done: [e.g. cleared a main-line drain clog]
- What I found that could come back or get worse: [e.g. old cast-iron pipe, roots near the line]
- Customer type: [homeowner / property manager / commercial]
- Ticket size of this job: [$ amount]
- What my membership currently includes, if I have one: [list, or write "none yet, help me design one"]

**Task:**
1. If I already have a plan, match this customer to it. If I wrote "none yet," design a simple annual maintenance membership for my trade with one or two tiers, a monthly and annual price, and what each visit covers.
2. Write the specific reason THIS customer should join, tied to what I found on the job, not a generic pitch.
3. Write the exact 30-second script the tech says at the truck before leaving, in plain, low-pressure language.
4. Write a short follow-up text to send that evening if they said "let me think about it."

**Format:** Membership summary first, then the customer-specific reason, then the tech script in quotes, then the follow-up text in quotes. Keep every piece short enough to read off a phone.

**Constraints:** No fake urgency and no scare tactics. The value has to be real: name what the plan actually prevents or saves. Do not invent prices; if I did not give you my costs, show the pricing as a fill-in-the-blank with the logic for how to set it.