Agree the rules before the first message.

1. Parties, purpose and scope

The proposed provider is GablePath Digital LLC. The final order identifies both legal entities, territory, authorized contacts, eligible unsold residential HVAC replacement estimates, volume cap, enrollment cutoff, service dates and approved channels. We test whether added managed follow-up improves outcomes beyond your usual process. There is no guarantee of callbacks, sales, revenue or positive ROI.

Scope covers approved email and consented SMS in the contractor’s identity, routine reply handling, comfort-advisor callbacks, outcome logging and weekly reports. Automation supports drafting and classification; a human supervises and reviews uncertain or sensitive replies. Agree monitoring hours, response targets and escalation contacts before launch; no 24/7 coverage is promised. Your team approves technical answers, pricing, financing, warranties and installation commitments.

We can start with authorized exports from ServiceTitan, Housecall Pro, Jobber, FieldEdge or a spreadsheet, subject to field and access checks. A native integration is not represented as available; API work requires a separate scope. Purchased leads, duplicates for one household, sold estimates, opted-out contacts and contacts without required permission are excluded.

2. Pilot and ongoing pricing

Pilot: $500 total for 30 days, with setup waived for the pilot. The pilot volume cap, dates, payment due date, taxes, cancellation, refund and proration treatment must be agreed before signing. The 30 days begin after data, consent, sender, template and scheduling approvals. This is not unlimited-volume service.

Ongoing service, only if separately accepted: $500 setup plus $1,000/month for up to 50 new estimates/month, or $500 setup plus $1,500/month for up to 100. The setup fee is charged once when ongoing service starts and applies even after a pilot. Ongoing service is month-to-month. Agree volume counting, whether control estimates count, rollover if any, over-cap handling, billing dates and cancellation terms in the ongoing order.

No automatic conversion, unapproved overages or automatic tier changes. Itemize and approve third-party charges before commitment. Counsel and the parties must settle refund terms before signing.

3. Launch approval and client responsibilities

You supply accurate estimate and status records, lawful authority to share them, documented channel-appropriate consent naming your business, existing suppression lists, recipient location and time zone, and an advisor calendar. An estimate request or prior customer relationship alone is not assumed to authorize marketing texts. Preserve consent wording, source, date/time and evidence linking consent to the recipient.

Approve sender identity, personalization, templates, cadence, permitted offers and callback rules in writing. Provide least-privilege access or approved exports, timely sale and opt-out updates, and a person for escalations. Do not email passwords or submit homeowner lists through the fit-check form. Sending requires successful consent, suppression, STOP/HELP, sender and test-record checks, applicable sender registration, and your written go-ahead.

4. Messaging and quiet hours

Every message identifies the contractor. Texts require documented appropriate consent, including prior express written consent wherever required for the proposed messages. Sender registration is not a substitute for permission. Counsel must review the actual workflow, recipient locations and then-effective federal, state, local and provider requirements before launch.

The proposed operational send window is 09:00–18:00 recipient local time on approved days, with no Sundays or federal holidays and no more than three contacts in 24 hours. Stricter restrictions take priority. Hold sending if recipient location or time zone is uncertain. These settings are not a claim of compliance in every jurisdiction.

Commercial email uses accurate sender and subject information, required advertising identification where applicable, the contractor’s valid postal address and a working unsubscribe route. Any reply pauses the sequence for review. A booking, sale, loss, expiry or opt-out stops further sequence messages. Recheck status before every send. Immediately suppress reasonable requests to stop across follow-up channels for that contractor; any permitted one-time confirmation is limited to confirming the request.

5. Proposed SMS program terms

Program: the participating HVAC contractor’s replacement-estimate follow-up program, managed by GablePath on its behalf. Each contractor’s actual legal/brand name, sender number, support details and applicable privacy notice must appear in the final enrollment flow and campaign materials. Messages concern the requested replacement estimate, questions and advisor callbacks.

• Consent: enrollment requires documented consent naming the contractor and covering this SMS program. Consent to receive marketing texts is not a condition of purchasing goods or services. Providing a number in GablePath’s contractor fit-check form does not opt anyone into homeowner texts.
• Frequency: up to five scheduled follow-up texts per estimate over 28 days, plus replies and any permitted service confirmations. Message frequency varies with the conversation. The five-text limit counts texts only; any scheduled emails are separate, carry their own unsubscribe route and are agreed in the order form. A new campaign or continued sending requires appropriate authorization; this is not indefinite recurring enrollment.
• STOP: reply STOP to the sending number to opt out. Other reasonable opt-out wording is honored. One non-marketing confirmation may acknowledge the request; no further campaign messages follow. Suppression applies across email and text follow-up for that contractor. Do not re-enroll without appropriate fresh authorization and consent.
• HELP: reply HELP to the sending number for the contractor’s program name and approved support contact. For help reaching GablePath, email hello@gablepath.com or call (862) 432-1963. These provider details do not replace the contractor’s campaign support details.
• Charges and delivery: Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. Delivery and response times are not guaranteed.
• Privacy: see our follow-up data policy and the participating contractor’s privacy notice supplied at enrollment. Mobile opt-in information and consent records are not shared with third parties or affiliates for their marketing or promotional purposes. Service providers may process the minimum necessary data solely to operate and secure the program.

6. Fair measurement and weekly reports

Predefine the eligible cohort, household unit, sale definition and equal observation window. About 80% of eligible households receive added follow-up plus the usual process (treatment), and about 20% are held back with the usual process alone (control). Assignment is random, recorded and fixed before outreach. Keep normal service comparable in both arms and record competing campaigns or other deviations.

Weekly reports show group sizes, sends, delivery failures, replies, callbacks, sales, lost reasons, opt-outs, complaints, operator time, missing outcomes and uncertainty. Close rate uses all households originally assigned to each arm, including nonresponders, delivery failures and opt-outs. Lift is treatment close rate minus control close rate in percentage points. Estimated incremental jobs equal that difference as a decimal times the treatment group size; not every treatment sale is credited to us.

Booked callbacks, sold jobs, completed installations and collected revenue are separate outcomes. Projections name ticket and margin assumptions. One contractor’s pilot is usually too small for a reliable answer on its own, so we also pool results across clients. Pooled cross-client estimates are reported separately and labelled as pooled. Each client’s own numbers are reported with their uncertainty, including negative or inconclusive results. A 30-day pilot can also be too short to establish reliable lift. Post-pilot observation requires an agreed reporting window and authorized status updates. It does not extend outreach authority.

7. Data, access and security

You retain ownership of customer and estimate data and client-specific message, booking and report records, subject to individuals’ rights. We retain pre-existing software and general templates. Use is limited to delivering, securing and measuring your service: no resale, cross-client marketing or general model training without separate express authorization.

Identify subprocessors, processing locations, retention settings, confidentiality obligations, access safeguards and incident notification terms before launch. Minimize personal data used for classification; exclude payment information and unrelated sensitive data. Agree record export, deletion and backup deadlines at termination, retaining only justified legal and limited suppression records. Contractor template approval does not remove the provider’s own responsibilities.

8. Cancellation, incidents and offboarding

Agree the written cancellation route, effective date, refunds and any cure periods before signing. Consent concerns, unlawful messaging, security incidents or material complaints may require immediate suspension. Pause sending while a control failure is reviewed. Document complaints and corrections and notify the contractor under agreed incident terms.

At service end, stop scheduled sends and new bookings, hand over active conversations and callback details securely, identify who handles later inbound replies and opt-outs, export records, revoke unnecessary access and follow agreed deletion terms. Further outreach or a paid extension requires written agreement.

9. Open terms for counsel and the parties

Resolve legal entities, governing law and venue, pilot volume, estimate counting, dates, billing, refund/proration and cancellation terms; consent wording, campaign identity, sender registration and coverage; randomization and reporting window; subprocessors, security, retention and incident terms; liability, indemnities, insurance and dispute handling. This draft does not impose an automatic liability cap or waive statutory rights.

These are separate proposed managed-service terms. The website-build and subscription schedules do not define this service. Return to GablePath Follow-Up.