15 ideas
AI ideas for marketing and referrals
Low-cost marketing that comes from work you already did: maintenance reminders, project stories, referral thank-yous and review asks.
- 01Quotes / Marketing
Write good, better and best options for replacement quotes
For panel upgrades, water heaters, HVAC replacements and landscape installs, Cowork drafts three clearly explained options from the price book so customers compare your options instead of other contractors.
Electrical · Plumbing · HVAC · LandscapingJobber, Google DriveMedium setup - 02Reviews / Marketing
Reply drafts for every new Google review
Cowork checks for new Google reviews each day and writes a reply in the owner's voice: thanks for the good ones, and a calm, offline-first reply for the bad ones that the owner must approve.
Most trades & officesGoogle Business Profile, Zapier, Jobber +1Medium setup - 03Reviews / Marketing
Review requests the day after a job is finished
Each morning, Cowork reads yesterday's completed jobs and drafts a short, personal review request for happy customers, mentioning the tech and the work.
Most trades & officesJobber, Gmail, Google DriveLight setup - 04Reviews / Marketing
Google review asks and replies that never confirm someone is a patient
Cowork drafts replies to new Google reviews that thank the reviewer without confirming they were ever seen, and writes the review-ask messages your patient messaging tool sends.
Dental · MedicalNo PHIGoogle Business Profile, Zapier, Google DriveLight setup - 05Reporting / Marketing
A Friday tally of where this week's leads came from
Once a week, Cowork reads the week's new Jobber requests and lead emails, works out the source of each one (Google, referral, truck sign, Angi, repeat customer), and emails the owner a short table.
Electrical · Plumbing · HVAC · Landscaping · Real estateJobber, Gmail, Google DriveLight setup - 06Admin / Marketing
Register equipment warranties after every install
For HVAC and water heater installs, Cowork lists each week's installed units with model and serial numbers and drafts the warranty registration details and the customer's warranty letter.
HVAC · PlumbingJobber, Google Drive, GmailLight setup - 07Admin / Marketing
Front-desk FAQ answers and website copy from one source document
Cowork turns the practice's real answers about insurance accepted, hours, new-patient paperwork, payment options and parking into a front-desk phone guide, website FAQ copy and email reply templates.
Dental · MedicalNo PHIGoogle DriveLight setup - 08Marketing / Money
A job closeout summary with photos for the customer
After a job closes, Cowork writes a short summary of what was done, with before-and-after photos from CompanyCam or Drive, for the office to send with the invoice.
Electrical · Plumbing · HVAC · LandscapingJobber, CompanyCam, Google Drive +1Medium setup - 09Marketing / Scheduling
Seasonal maintenance reminders from past jobs
Twice a year, Cowork finds past customers who are due for a tune-up, backflow test, generator service or spring cleanup and writes a reminder for each one, ready for the office to send.
HVAC · Plumbing · Electrical · LandscapingJobber, Gmail, Google DriveLight setup - 10Marketing / Leads
Thank-you notes to the people who refer you
Each week, Cowork finds new leads that came from a referral and drafts a short thank-you to the person who sent them, so referrers hear back while it still means something.
Most trades & officesJobber, HubSpot, Gmail +1Light setup - 11Marketing
Turn finished jobs into short project stories for your site
Once a week, Cowork picks a finished job the customer agreed to share and drafts a short project write-up for your website or Google Business Profile post.
Electrical · Plumbing · HVAC · LandscapingJobber, Google DriveLight setup - 12Marketing
A month of social posts with no patient photos or stories
Cowork drafts a monthly content calendar for the practice's social accounts and newsletter: team introductions, office news, seasonal reminders and general health information from sources you choose, with no patient photos, testimonials or cases.
Dental · MedicalNo PHIGoogle DriveLight setup - 13Marketing
First drafts of listing descriptions from your walkthrough notes
After a listing walkthrough, the agent's notes go into Drive and Cowork drafts the listing description, a shorter social version and a feature list, and flags fair-housing wording to check.
Real estateGoogle DriveLight setup - 14Marketing / Admin
Renewal outreach drafts 60 and 30 days out
For independent agencies, Cowork reads upcoming renewals from an AMS export and drafts personal check-in emails 60 and 30 days ahead, with prompts for the account manager to review coverage changes.
InsuranceGoogle Drive, Gmail, Outlook / Microsoft 365Medium setup - 15Marketing / Reporting
Showing feedback, collected and summarized for the seller
For listing agents, Cowork drafts feedback requests to buyer agents after each showing, then turns the replies into a weekly summary for the seller.
Real estateGmail, Google Calendar, Google Drive +1Light setup
The Monday Draft · free, weekly
Get one idea like this every Monday.
One practical AI idea for owners and office managers of trade shops, dental and medical practices, and small offices: what it drafts, what it needs, how long setup takes, and what to watch for. About a five-minute read.
Workahead is independent and not affiliated with Anthropic. Product names belong to their owners.