flexiblefullpage - default
interstitial1 - interstitial
Currently Reading

6 Considerations for Using a Texting Platform in Your Business

billboard -
Lead Gen — Home Improvement

6 Considerations for Using a Texting Platform in Your Business

Texting remains the most popular way to communicate. How can larger companies do it effectively through platforms?

By Caroline Broderick April 21, 2022
text messaging for business
text messaging for business

Many remodelers say that the best strategy for tackling today’s challenges is to ramp up communication. But not all communication methods are created equal.

However, there is one that’s become dominant in recent years: text messaging. But despite text messaging’s long-standing popularity, many businesses remain reluctant to incorporate it, especially through a systemized platform.

Communication software company Podium surveyed 1,000 marketing professionals and just 50% said they communicate with leads or prospects via text messaging. The report found email and phone calls reign supreme, yet 90% of customers prefer to communicate with a business through texts, according to Podium.

The difference with texting? It flips the approach: Homeowners will call a contractor when they’re ready rather than a contractor chasing down a client.

“[Texting] empowers the homeowner to passively engage in one click, straight to the contractor’s website,” explains Jeff Barnes, VP of Modernize Home Services. “If I just got a text, I know who that’s from, versus when I was called, it was a number I didn’t recognize.”

Many contractors may casually text clients through their personal devices, but there are several platforms on the market today meant to integrate into a company’s existing software or offer new software, and provide greater control over communications. These services, such as Hatch, Marlimar, Connect by Modernize Home Services, Chiirp, Podium, also offer additional services to further guide businesses.

Beth Jacob, VP of Jacob Family Enterprises, says she opted to integrate a text messaging platform into her home improvement businesses because fewer and fewer homeowners were answering phone calls. Now, she sees texting as breaking the ice for a follow-up phone call—or correspondence can continue via text too.

Below are some expert tips for remodeling pros to keep in mind before texting homeowners through a service.

texting for business

An example texting service dashboard. | Courtesy Connect by Modernize Home Services

Considerations for Incorporating a Texting Service into Your Business

1. Saves time.

When remodelers use texting as a main form of communication and systemize it, it can become entirely automated. This increases productivity and efficiency without the need to hire more employees.

Jacob says her experience incorporating a text messaging platform has saved both employees and clients time, most notably in call centers. For homeowners, all information is readily available via texts while her employees can easily visualize text correspondences on their dashboards.

2. Is your business the right size?

Mark Highbaugh of Marlimar says small, family-owned home improvement companies would likely benefit less from a texting service, but any company with at least one employee can see benefits. The reason comes from automation: Smaller businesses will benefit less from automation than larger businesses.

Still, a form of texting can help any business, adds Barnes.

3. Treat conversations like phone calls.

Though a homeowner can reply to a text whenever they choose, they expect a quick response back and treat it similar to a phone call, according to Highbaugh.

The most important part of sending a text message as a business is not the communication sent, but the response from the homeowner.

4. Does not require the use of personal phones.

Unless you are okay with giving employees little work-life balance, it is suggested not to ask employees to send text messages through their personal devices. “If a company is asking their employees to communicate by text, to their personal phone, what they're basically saying is, ‘I want you to work for me, 24/7, I want you to be on call at all times,’” says Highbaugh. “‘And there's nothing more important than my business.’” 

5. CRM integration.

Customer relationship management (CRM) systems today often focus most on email communication, as it remains the industry’s predominant method of communication. Many text services can be integrated into a CRM for automated texting.

At Jacob’s company, the CRM integration allows for multiple dashboards for different departments: inbound marketing, outbound marketing, production, accounting, and sales. Without a CRM integration, Jacob found that texts could not be automated and there were no easy ways to make notes on specific clients, creating more time than necessary.

6. Do your homework.

Before Jacob settled on her current text platform, she used another that didn’t offer the same CRM integrations. Her advice? “Do your homework. Ask for a trial run, ask to play with the system before you sign on,” says Jacob. “Any reputable company will let you do that. And then ask about references, ask who else in the industry is using it and call them.”


written by

Caroline Broderick

Caroline Broderick is the Managing Editor for Pro Remodeler. Most recently, she served as the associate editor for PR's sister publications, Pro Builder, Custom Builder, and PRODUCTS where she covered design, building products, trends, and more in the residential construction industry. She can be reached at cbroderick@sgcmail.com.

Add new comment

Plain text

  • No HTML tags allowed.
  • Web page addresses and email addresses turn into links automatically.
  • Lines and paragraphs break automatically.

Related Stories

How To Know If You Are Ready For A Lead Gen Partner

Lead Generation providers can fill your pipeline fast, but the service isn't a good fit for every company. Use this five-part checklist to determine if a lead gen partner is right for your business. 

7 Tips to Generate Leads on Instagram

How home improvement contractors and remodelers can reach larger audiences and gain more business through the popular social media platform

3 Tips for Qualifying Home Improvement Leads Without Losing Sales

How contractors can disengage from the prospects least likely to buy from them

Marketing Minute: How To Convert Bad Google Reviews Into Business

Director of Home Improvement Drew Barto shares tips on how contractors can turn negative Google reviews into additional revenue

3 Tips for Contractors to Turn Bad Google Reviews Into Revenue

Best practices for responding to Google reviews that will create more raving fans and drive more referral business to home improvement companies

3 Ways to Make Your Home Improvement Brand More Memorable

How replacement contractors can rise above their competitors in the race for brand recognition

5 Marketing Musts in a Tightening Market

Use these tips to help attract more leads in 2023

5 Tips to Overcome a Drop in Demand

What to do and what not to do when home improvement lead flow gets light

Marketing Minute: How to Overcome a Drop in Demand

Director of Home Improvement Drew Barto shares tips on how to survive and thrive in periods of lower demand for your products or services

How to Increase Job Size with Financing

Outback Deck Senior Partners Bryan Miller & John Gwaltney discuss how contractors can implement financing programs into their sales processes that drive revenue by increasing average job size

boombox1 -
native1 -

More in Category

native2 -
halfpage1 -