5 Ways to Use Pipeline Data

The Scenario

A homeowner in your service area visits your website, browses your AC repair page, but leaves without contacting you. Pipeline identifies them and shows you their address.

The Approach

Your team uses this data to strategically door knock the neighborhood, armed with a natural conversation starter.

Talking Points & Examples

• - "Hi! We're Pipeline Heating and Cooling. We were just helping the Johnson family down the street with their AC system."
• - "While we're in the area, we're offering free system check-ups for neighbors."
• - "Have you had any issues with your heating or cooling lately?"
• - "We noticed a lot of homes in this neighborhood have similar systems - we're becoming the go-to service provider around here."

The Scenario

Pipeline identifies 15 homeowners this week who visited your plumbing services page. Instead of manually reaching out, you've connected Pipeline to Instantly for automated email sequences.

The Approach

Each identified visitor automatically enters a personalized email sequence within hours of visiting your site.

Talking Points & Examples

• - Email 1: "Thanks for checking out [Your Company]. Most homeowners in [City] call us for [common service]. Any questions I can answer?"
• - Email 2: "Quick tip: [Seasonal maintenance advice]. Let us know if you'd like a free assessment."
• - Email 3: "Still thinking about that plumbing project? Here's what customers like you typically ask..."
• - Email 4: "Limited time: Free diagnostic for first-time customers in [neighborhood]."

The Scenario

A homeowner researches HVAC replacement on your website. Two days later, they receive a professional postcard with your latest offer - perfectly timed when they're actively shopping.

The Approach

Pipeline data feeds directly into your postcard service. When someone visits high-intent pages, they automatically receive targeted direct mail.

Talking Points & Examples

• - "Thinking about a new AC system? Here's $500 off installation this month."
• - Include before/after photos from a recent job in their neighborhood
• - Add a QR code linking to financing options
• - Feature a testimonial from a nearby customer: "Best decision we made - the Smiths, Oak Street"

The Scenario

Your sales team reviews Pipeline data each morning. They see homeowners who visited your emergency services page or spent significant time on pricing - clear buying signals.

The Approach

Instead of cold calling random lists, your team calls people who have already shown interest. The conversation is warmer and more productive.

Talking Points & Examples

• - "Hi, this is Mike from [Company]. I noticed you might be researching [service type] - just wanted to reach out personally."
• - "We're currently booking appointments for next week in your area. Would you like me to reserve a time for a free estimate?"
• - "A lot of homeowners have questions about [common concern]. Happy to answer anything while I have you."
• - "We just finished a project on [nearby street] - great time to get on the schedule while our crew is close by."

The Scenario

After completing a job, your technician leaves door hangers on 20 nearby homes. Meanwhile, Pipeline has identified 5 of those homeowners who previously visited your website.

The Approach

Those 5 identified homeowners receive a personalized email that same evening, creating a powerful one-two punch.

Talking Points & Examples

• - Door hanger: "Your neighbors chose [Company] for their [service]. We're in the area - call for priority scheduling."
• - Email: "Hi [Name], our team was on your street today helping the Miller family. We noticed you'd checked out our [service] page recently. Perfect timing to get on the schedule while we're nearby!"
• - Follow-up email: "Still thinking about [service]? Here's what the Millers had done, and why they chose us..."
• - Include a photo of the completed job (with permission) for authenticity