Reliable lifecycle automation for service operations

Automate every customer touchpoint from lead to repeat business—driving conversion, retention, and revenue across the lifecycle.

Book a demo
Email and SMS sequence interface for 'Speed to Lead - Google LSA' campaign showing messages scheduled from Launch Day to Day 5 with options to send SMS at launch and an email 10 minutes after the last message.

Outcomes

Automation built to drive conversion, not just campaigns

Journey Builder doesn't just send messages—it orchestrates behavior-driven engagement across the lifecycle so customers convert faster and teams stay focused.

View this case study

G.L. Hunt: 40% higher booking rate

Jeff Chiarelli

Increase response rates with best-practice outreach

Best-practice outreach drives higher engagement without adding headcount. AI handles the influx so your team stays focused.

Chat interface showing messages from Prime Roofing to Marilyn Murray, including text, email preview, and a voice message.
Chat interface showing messages from Prime Roofing to Marilyn Murray, including text, email preview, and a voice message.

Boost conversion by reaching customers at the right time

Reach customers at the right moment in their lifecycle—without the over-messaging that kills conversion.

Interface screen titled Removal Rules showing an Estimate Follow-Up section with options to remove people based on conditions including ServiceTitan and estimate status, with dropdown menus for selection and a button to add condition.
Interface screen titled Removal Rules showing an Estimate Follow-Up section with options to remove people based on conditions including ServiceTitan and estimate status, with dropdown menus for selection and a button to add condition.

Save time with automation that handles complexity for you

Customers get personalized outreach exactly when they need it—based on rules, not batch schedules—without you manually tracking every touchpoint.

Three Hatch campaign messages showing a text chat, an email preview about air conditioning system age, and a voicemail play interface with waveform.
Three Hatch campaign messages showing a text chat, an email preview about air conditioning system age, and a voicemail play interface with waveform.

Scale what's working with performance visibility and control

Build campaigns independently and see what drives results—enabling you to scale proven strategies without engineering dependencies.

Campaign performance bar chart showing 847 launches, 508 replies, 156 appointments, and 67 sales, with response rate at 60%, set rate at 18%, and influenced $47k.
Campaign performance bar chart showing 847 launches, 508 replies, 156 appointments, and 67 sales, with response rate at 60%, set rate at 18%, and influenced $47k.

Memberships are complicated. Hatch campaigns communicate with each other rather than collide, so customers aren't bombarded.

- Adrianne Gosselin, Director of Marketing

FEATURES

Built to orchestrate the entire customer lifecycle

Real automation isn't just scheduled messages. These features ensure customers receive the right outreach at the right moment across every stage and channel.

Get a demo
View this case study

Bath Solutions: 3X higher set rate

Jim Geffken

Increase responses

Best-practice multi-channel campaign sequencing

Coordinates voice, SMS, and email in multi-day sequences that keep you top-of-mind across channels.

  • Multi-channel, multi-day campaigns
  • CRM and Knowledge Engine personalization
  • AI handles inbound replies on preferred channel
  • After-hours scheduling logic
Speed to Lead Campaign sequence management interface showing communication options for each campaign day, including text, email, phone call, and voicemail.

Boost conversion

Lifecycle targeting and campaing coordination

Targeting rules and exit triggers ensure customers progress through stages naturally—no duplicates, no fatigue.

  • CRM-based audience targeting
  • Behavior-triggered progression
  • Lifecycle stage progression
  • Removal rules and exit triggers
Audience Builder interface showing a rule to include people with ServiceTitan estimate status exactly Open and estimate date within 7 days, totaling 847 contacts.

Save time

Real-time workflow enrollment and progression

Customers enroll automatically when conditions are met—no manual triggers or batch uploads required.

  • Real-time workflow enrollment
  • Automatic status-based updates
  • Bi-directional CRM sync (15-min)
  • Same-day campaign launch
Flowchart showing enrollment in AC replacement estimate follow-up with steps: criteria met, enrolled, SMS sent on launch day asking any questions, email queued on day 3 for follow-up, and voice call queued on day 3 for human follow-up.

Scale operations

Self-service journey building and performance analytics

Visual builders and performance dashboards give teams full control—no technical skills required.


  • Visual journey builder interface
  • CDP integration and data sync
  • Campaign audit trail
  • Campaign performance analytics
Activity timeline for Sarah Johnson in Speed to Lead Campaign showing steps: audience match and enrolled in campaign at 3:28 PM, SMS sent at 3:28 PM, AI call completed at 3:44 PM, and campaign completed at 4:12 PM.

How Hatch compares

AI Competitors

Actually sends (not just reminders)
Creates tasks, you send manually
Multi-channel (voice + SMS + email)
Single-channel only
Real-time enrollment from CRM
Manual uploads or scheduled
Over-messaging controls
Duplicates and fatigue
Full lifecycle coverage
Single stage or use case
Robust multi-day sequencing
Basic or single-touch

Why PE and enterprise teams trust Hatch

Clone journeys across brands and locations

Maintain consistency while customizing details for each brand or location.

Best-practice templates you can customize

Industry-specific lifecycle templates you can tailor to your team and brand.

Operational rigor that scales with your business

Clear enrollment rules and centralized campaign management across locations.

Rated 4.3
(76)

Join the service brands
accelerating revenue with AI

AI is redefining how service teams work. Here’s how top brands are shifting to faster, smarter, revenue-driving conversations.

Just over the last month, we booked 123 leads that we otherwise would not have answered with Hatch AI. That's real revenue on the board.

- Rich Jordan, CEO

81%
of bookable leads booked by AI
80%
decrease in abandoned call rate
High Ground Service Pros
Play
Case Study

We've nearly tripled our conversion rate on after-hours and overflow calls in just a matter of months.

- Reyn Rogers, Director of Strategic Growth

3x
conversion on after-hours and overflow calls
30%
of all revenue influenced by Hatch
Peaden
Play
Case Study

We grew over 30% last year and we didn't add any people to do all that work.

- Jason Dowdy, COO

30%
revenue growth without adding staff
74%
response rate on rehash
Pella
Play
Case Study

Our Voice AI is asking the questions that we don't, and we're closing deals from it.

- Rowdy Boling, VP of Sales & Marketing

$365K
in sales attributed to Hatch in 60 days
100X
ROI
Crown Roofing
Play
Case Study

We show up on Monday morning and there are 15 scheduled appointments already there.

- Trevor Calero, CEO

86%
of revenue influenced by Hatch
84%
reduction in missed calls
Skyview
Play
Case Study

There's inflection, there's empathy. Denise asks the right questions to get to the real problem and we didn't even prompt her to.

- Adrianne Gosselin, Director of Marketing

80%
more bookings with Voice AI
90+
appointments set per month by AI
Shafer Services
Play
Case Study

Our CSRs aren't chasing leads anymore. The AI does all of that so they can focus on the ones ready to buy.

- Kelly Mesaris, VP of Operations

2x
higher set rates
<1 min
speed to lead response time
LB Capital
Play
Case Study

Hatch has been vital in our ability to grow as a company. It's not just helped us scale, but uncovered opportunities we would have missed.

- Stephanie Bradley, Marketing Director

2x
higher set rate
$4M
in revenue in 7 months
Luxury Bath NJPA
Play
Case Study

Last year, out of the rehash follow-up team, we closed over $7 million worth of business.

- Matt Tyner, CMO

2.5x
higher booking rate
$7M+
closed from rehash and follow-up
Bone Dry Roofing
Play
Case Study

We have about $70 million in the last 12 months that has passed through Hatch.

- Bri Skiffington, Founder & CEO

$70M
in client revenue influenced by Hatch
Free Agency
Play
Case Study

80% campaign response rates

75% faster sale cycles

10% higher close rate from pre-sale campaigns

Rated 4.3
(76)

Scale revenue, not headcount

Computer monitor displaying a campaigns analytics dashboard with metrics for appointments, sales, revenue attributed, campaign launches graph, and a contact funnel summary.