Your first maintenance membership.

1. Choose benefits you can deliver.

Pick a small set of services customers already ask you for. For a plumber, that might mean a yearly inspection and priority scheduling. For a heating and cooling business, it could be a seasonal maintenance visit.

Describe what the visit covers. “One annual plumbing inspection” needs a checklist behind it: what you inspect, how long it takes and what the customer receives afterward.

Keep the first plan easy to explain.

Start with one membership. A customer should be able to tell what they get and how often they get it. You can adjust your offer as you learn what members use.

2. Work out what the benefits cost you.

Before setting a price, list the time, travel, materials and administration needed to deliver the included work. Include the effect of any discounts and the fees for collecting online payments.

Decide whether to offer monthly payments, yearly payments or both. State the total charged and when it is collected. Any number in an example should be replaced with a price based on your business’s own costs.

3. Put the promise in writing.

Write the membership so the customer and your team understand the same thing. Specify the covered address, included services, booking process, exclusions, payment timing, renewal and cancellation terms.

• What is included, and how often?
• What counts as an eligible repair or discount?
• What does priority scheduling mean in practice?
• How does the member request an included visit?
• When does the plan renew, and how can a member cancel?

Have your final agreement reviewed for the locations where you work before offering it to customers. This guide is a planning worksheet, not a membership agreement.

4. Introduce it while the job is still fresh.

Explain the plan after finishing the job and answering the customer’s questions. Show them the membership on your page, or leave the QR code so they can read it later.

Keep the review request separate. Everyone should be able to leave an honest review, whether or not they join your plan.

5. Make the follow-through a habit.

Decide who checks the member list, contacts people with an inspection due and records completed visits. Put that responsibility in your weekly routine before the first member joins.

In Starafter, included inspections have due dates. You can see upcoming and overdue inspections, mark an inspection completed and send the member a reminder to request a visit.

Members who pay directly to your business need a renewal recorded when they pay. Keeping their paid-through date current helps your team know who is covered.

Check these before inviting customers.

Use this as a final pass with the person who will deliver the membership.

The checklist is for this visit only. It is not saved or sent.