Genius Marketing

Two things:

1. Targeting: Most marketing tools can’t see your business data. They don’t know which clients are due for maintenance, when a job was done, or the tags you use. Only an embedded marketing system like Genius Marketing can access your client and job information from your CRM and use it to create better marketing campaigns.
2. Reporting: Most marketing tools only show you vanity metrics – who opened an email or clicked a link. We show you which campaign led to which job and how money it made you. Because Genius Marketing lives directly inside your Workiz CRM, it tracks the exact dollars every single campaign generates. You don’t just see how your marketing is performing; you see your exact return on investment.

Not at all. We built this for businesses like yours, not ad agencies. Genius Marketing is pre-loaded with ready-to-use templates built specifically for your trade – like encouraging spring tune-ups or following up on unsold estimates. You don’t need to write a single word or design images yourself. Just pick a goal, let our AI create the campaign in seconds. You can have something launched in under three minutes.

Yes, but with more precision than a standard drip. You can launch automated playbooks that trigger based on real-world events in Workiz. For example, you can set a 3-step drip that automatically follows up on an unsold estimate until the job is booked, or a “Review Nudge” that reminds clients to send reviews until they do.

Yes. This is the “Genius” in Genius Marketing. When a customer replies to a marketing campaign, Genius Answering can actually engage the client in a conversation, answer questions about your services, and book the job directly onto your Workiz dispatch board. It’s like having a dedicated sales rep who works 24/7 and never lets a lead go cold.

It uses your actual job history to uncover hidden revenue in your client list. Instead of blasting generic emails to everyone, you can send laser-focused messages based on real data. For example, you can send a campaign to specifically to clients who spent over $500 last summer but haven’t booked their spring maintenance yet. It turns your static database into an on-demand revenue stream.

Yes. Because Workiz knows your client history, it knows if you’ve tagged a client as ‘Unhappy’, or ‘Opened payment dispute’ in the past. Genius Marketing can automatically excludes them from promotional campaigns so you’re only messaging past clients that are good for business.

Yes. You can trigger campaigns based on real client and job data. You can automatically follow up on that $3,500 install estimate if it sits unsold for 48 hours. You can automatically text customers 12 months after a safety inspection. Best of all, because it’s tied directly to your dispatch board, clients stop getting messages as soon as a job is booked. No awkward double-texting.

Absolutely. In fact, most pros find it a massive relief to switch. Moving to Genius Marketing means you can stop with the complicated technical integrations, expensive Zapier connections, and more exporting lists from one tool and importing them into another. You gain the benefit of a single source of truth: your work management and your growth engine are finally managed in one place.

Unlike non-embedded marketing tools that only track “opens” or “clicks,” Genius Marketing tracks actual revenue and jobs booked. Because it is built into your Workiz account, the system closes attribute specific results to a specific marketing message. You can see exactly which email or text led to a scheduled appointment, an open estimate, or a paid invoice – giving you a clear, dollar-for-dollar ROI.
You get a real-time dashboard that shows and ranks campaigns by performance. You’ll know at a glance which playbooks—like “Unsold Estimates” or “Seasonal Tune-ups”—are driving the most volume. This allows you to optimize and double down on the strategies that are actually filling your dispatch board.