01 // Executive Summary

Protect revenue.
Then grow it.

Sellify AI helps pest control companies automate customer conversations end-to-end so they can reduce cancellations, lower retreatment costs, improve customer experience, and grow revenue - without adding headcount.

Most pest companies focus first on new leads. But some of the biggest profit leaks happen after the sale - when customers cancel, retreatments happen, and inbound demand goes unanswered.

02 // The Problem

The biggest revenue leaks happen
after the sale.

Most pest companies are leaking revenue and margin in the same places: cancellations, missed upsells, dormant leads, and unanswered calls.

AI Retention
72%

of customers will switch after one bad experience

Customers cancel when communication breaks down

Most companies send a basic reminder and stop there. No proactive note capture or real follow-up before service.

AI Upsell
80%+

of companies miss their cross-sell goals entirely

Existing customers never upsold

Most companies have customers who only buy one service, even when they are strong candidates for more.

AI Win-Back
73%

of companies have no win-back campaign

Past customers never re-engaged

Cancelled customers and dormant leads are often the warmest, highest-converting audience in the database.

AI Inbound
34%

of inbound calls go unanswered

Inbound demand goes unanswered

Every missed call is already-qualified demand. When no one answers, that revenue usually goes somewhere else.

03 // The Solution

Start with AI Retention. Expand from there.

The easiest place to create value is the revenue already at risk. That’s why Sellify typically starts with AI Retention - then expands into AI Upsell, AI Win-Back, and AI Inbound.

0/23

How it works

Sellify’s AI Retention workflows combine smart reminders, pre-appointment note capture, confirmations, rescheduling support, and post-service follow-up into one system that helps reduce cancellations, reduce retreatments, and improve customer experience.

What it means for you

  • Protect recurring revenue
  • Reduce churn
  • Reduce retreatment costs
  • Reduce office overhead
  • Improve service quality perception
Try it yourself
04 // Ecosystem

Works with the systems you already use.

Sellify closes the loop in your system of record so conversations turn into completed outcomes, not manual follow-up.

View all integrations
05 // Retention Calculator

See what AI Retention could protect in your business.

Use a few simple inputs to estimate how much recurring revenue, service cost, and office capacity AI Retention could protect.

Your Customer Base

17,000
$590
12%
18%

Staff & Re-treatments

$25/hr
$75

Model assumptions

  • We assume 5 annual appointments per customer on average, based on industry benchmarks.
  • Estimated CSR savings are based on about 2 minutes of admin time per appointment.
  • Smart Reminders improves annual retention by 2 percentage points, compounding each year.
  • Baseline re-treatment volume is modeled at 6% of monthly appointments.
  • Smart Reminders is modeled to reduce re-treatment calls by 30%, and Sellify costs $0.45 per appointment on average.

Over 5 years

Net cumulative return

+$3.4M

+$3.5M return - $189K cost

ROI

×18.8

Year-by-year gross benefit

Retention revenue
Labor savings
Re-treatment call savings

Where it comes from · Year 5

Retention revenue
+$816K
Labor savings
+$70K
Re-treatment call savings
+$113K
06 // Proof

Real pest control companies. Real numbers.

Sellify helps operators protect recurring revenue, improve route economics, reduce communication overhead, and create new growth.

View all case studies
Upsell Campaign · Ninefold Marketing
$620Kadditional revenue generated
1,700new accounts added
20,000customers in the campaign

We used the Sellify platform with our existing customer base in some markets, about 20,000 customers, cross-selling mainly mosquito services.

We generated an additional $620,000 in revenue through an AI and Sellify.
That was about 1,700 accounts, including 1,100 new mosquito accounts added to our base.

Nikolas Allred

Nikolas Allred

Co-Owner at Ninefold Marketing

Upsell Campaign · Enviroguard
769accounts sold by one AI agent
more than the next closest rep
30/dayaverage accounts sold at peak

When I heard that Anna (Sellify's AI sales agent) - was topping our leaderboards, I was thrilled. In just her first few days, she closed 100 accounts, averaging over 30 per day. Our reps were stunned: 'How is this even possible?'

It turned out to be a great motivator. This year alone, Anna sold 769 accounts - the next closest rep only hit around 400.

Hannah Brenchley

Hannah Brenchley

Assistant Manager at Enviroguard

07 // Next Steps

Become a Growth Partner.

If you're ready to protect recurring revenue, improve customer communication, and expand revenue with AI, the next step is simple:

Create your account and place your $1,000 deposit to reserve your Growth Partner spot.

As a Growth Partner, you'll receive:

  • $500–$1,500 in platform credit
  • A dedicated Sellify CSM to guide rollout, optimization, and ongoing success
  • Access to proven offers and workflows built from what's working across the industry
  • Beta Council access, including early feature access, a priority request lane, and optional monthly roadmap feedback
Create Account & Reserve Spot
08 // Opportunity Planner

Model your full growth opportunity. Then prioritize where to start.

This planner helps you estimate revenue impact across retention, upsell, win-back, and inbound. Start by sizing total opportunity, then launch with AI Retention and expand use cases as results compound.

Build your number

Adjust shared assumptions+
$675
$600
$20

Powers the labor-saved projections.

25%

≈ 4.0 year customer life. Sets multi-year value on closed sales.

600

Auto from active customers until moved.

50%
2× actives

Upsell services you run

2

See your real numbers

We'll model your specific segments and send you a full breakdown.

Value created

$2.41M

Built from selected use cases, with multi-year value of closed sales included.

Year one alone

$77,302/mo

Closed sales (upsells, win-backs, inbound) carry multi-year customer value: 25% annual cancellation ≈ 4.0 year customer life.

Where it comes from · 4 of 11 selected

Open any row to adjust its rate.

Rate presets

Smart RemindersLIVE

Cut cancellations by 30%

+$344K/YR

+
2%

Retention revenue

2pp churn improvement, the conservative default (industry data supports 1-5pp; adjustable)

15,000 customers × 2% × $675

= $202,500 / year

CSR labor saved

About 65% of reminder confirmations get a reply the AI handles end to end, ~2.5 min each (5 appts/customer/year)

75,000 appts × 65% reply × 2.5 min × $20/hr

= $40,625 / year

Re-treatment savings

6% baseline re-treatment rate × $75/visit × 30% reduction

75,000 appts × 6% × $75 × 30%

= $101,250 / year

UpsellsLIVE

Auto-close add-on services

+$1.13M/YR

+
1.5%

Add-on revenue across your services

Most operators run several upsell services (mosquito, termite, rodent, and so on), not one. AI works each into about 1.5% of your base per year. Blended value ~$600/year per add-on. Conservative vs. HomeTeam at scale.

15,000 customers × 1.5% per service × 2 services × $600

= $270,000 / year

Multi-year customer value

Add-on customers keep paying after year one. At 25% annual cancellation they stay about 4.0 years (1 ÷ cancel rate); this stream is years two onward.

$270,000 year one × 3.0 more years

= $810,000 / year

CSR + rep time saved

AI runs every outreach conversation end to end (questions, objections, scheduling) that a CSR or rep would otherwise handle, ~5 min each.

30,000 conversations × 5 min × $20/hr

= $50,000 / year

Inbound VoiceLIVE

Answer every call, 24/7

+$509K/YR

+
10%

Inbound sales revenue

Half of AI-handled calls are sales; 10% of those close. Call volume and AI scope are adjustable in the assumptions.

600 calls/mo × 50% AI scope = 300 calls/mo

× 50% sales × 12 × 10% close × $675

= $121,500 / year

Multi-year customer value

Customers closed on the phone keep paying after year one. At 25% annual cancellation they stay about 4.0 years (1 ÷ cancel rate); this stream is years two onward.

$121,500 year one × 3.0 more years

= $364,500 / year

Call time, training, and hiring saved

Sales calls run ~7.5 min and service calls ~5 min, valued at $1 per minute of call time: what a staffed phone seat really costs once wages, training, hiring, and retention are counted.

150 sales calls × 7.5 min + 150 service calls × 5 min

= 1,875 min/mo × 12 × $1/min

= $22,500 / year

Win-BacksLIVE

Recover lost customers

+$423K/YR

+
0.5%

Win-back revenue

Cancelled pool ≈ 2× active count (quit-before-starts, dead quotes, lost leads, actual cancels), adjustable in the assumptions. Persistent multi-touch AI outreach.

15,000 × 2 = 30,000 pool

× 0.5% AI win-back × $675

= $101,250 / year

Multi-year customer value

Recovered customers keep paying after year one. At 25% annual cancellation they stay about 4.0 years (1 ÷ cancel rate); this stream is years two onward.

$101,250 year one × 3.0 more years

= $303,750 / year

CSR + rep time saved

AI fields the replies across your whole cancelled pool: about 30% respond somewhere in the cadence, ~6 min of back-and-forth each that a CSR or rep would otherwise handle.

30,000 pool × 30% reply × 6 min × $20/hr

= $18,000 / year

AR RecoveryLIVE

Collect overdue invoices

+$199K/YR

+
30%

AR recovery revenue

AR typical 4-8% of revenue; 6.5% mid-range. AI dialers recover 20-30%; using 30%.

$10,125,000 annual rev × 6.5% AR base

× 30% AI recovery rate

= $197,438 / year

CSR + rep time saved

AI fields the replies from collections outreach: about 65% of contacted accounts respond, ~6 min of back-and-forth each that a CSR would otherwise handle.

975 overdue accounts × 65% reply × 6 min × $20/hr

= $1,268 / year

Call AnalyticsComing Soon

Coach reps with AI

+$243K/YR

+
5pp

Close rate lift

Gong / Chorus published data: 10-30% relative improvement. 5pp on 8% baseline = 62.5% relative lift (top of range, but inside it).

7,200 calls/yr × 5pp lift × $675

= $243,000 / year

Expiring Card OutreachComing Soon

Get new payment before declines

+$203K/YR

+
2%

Saved revenue from preempted card declines

Card declines kill ~2% of auto-pay customers/year. Proactive outreach 30 days pre-expiry recovers most.

15,000 customers × 2% × $675

= $202,500 / year

AI ReceptionistComing Soon

Full-fledged reception and call routing

+$194K/YR

+
4pp

Conversion lift on inbound

A full AI receptionist: answers, routes, and transfers every inbound call on top of the end-to-end booking Inbound Voice already does; 4pp lift over 8% baseline close rate

7,200 calls/yr × 4pp lift × $675

= $194,400 / year

Auto-Pay EnrollmentComing Soon

AI converts manual to auto-pay

+$101K/YR

+
5%

Auto-pay conversion lift

75-85% already on auto-pay. Of the ~20% who aren't, AI converts ~5% annually, and each locks in a year of retained value.

15,000 × 20% addressable × 5% conversion × $675

= $101,250 / year

Smart Voice RemindersComing Soon

Voice channel boosts retention

+$101K/YR

+
1pp

Additional churn reduction

Voice reaches customers SMS misses. Stacks on top of the SMS retention lift.

15,000 customers × 1pp × $675

= $101,250 / year

Route PlanningComing Soon

Cuts drive time, labor, fuel, overtime

+$508K/YR

+

Route Planning uses the deployed labor, dispatcher, fuel, wear, and overtime assumptions.

Technician labor saved

Industry studies show 15-25% route-time savings; 45 min on a 10-hr day is the conservative end

38 trucks × 45 min/day × 22 days × 12 mo × $25/hr

= $188,100 / year

Dispatcher labor saved

1 FTE per 20 trucks, 65% time freed, $70K loaded comp. OptimoRoute case study: 66% reduction.

1.90 FTE × 65% × $70K

= $86,450 / year

Fuel + vehicle wear

20% fuel savings (Zeo / FieldRoutes / Timefold 2026). Reduced miles also reduce maintenance.

38 trucks × 46,200 mi/yr × 20% × ($0.23 + $0.12)/mi

= $124,062 / year

Overtime reduction

Timefold ROI guide (May 2026): 'overtime savings often add another 30-50% on top' of drive-time. Using 35%.

(Tech labor + fuel) × 35%

= $109,257 / year

FAQ

Can't find what you're looking for? Get in touch →

Sellify Al acts as a sales or customer service rep that initiates, responds, and manages real-time conversations with your leads or customers via phone call or text. It's all automated and deeply integrated, allowing you to focus on working ON your business rather than IN your business.

Absolutely. You can tailor conversation flows, objection handling, and brand-specific messaging to match the tone, policies, and sales strategy of your business. It's designed to sound like a real member of your team - not a generic chatbot.

We help you define your ideal sales flow - from first outreach to sale made. You can create instruction templates that guide how the AI handles common objections, explains your services, or responds in specific situations. You'll also have the ability to test these flows internally with your team before they go live, so everything feels dialed in and on-brand.

Sellify AI gives you insight into conversion rates, reply rates, and overall lead engagement through a clear, easy-to-use analytics dashboard. You'll know exactly how it's performing - and where there's room to improve.

Most customers are up and running in just a few days. If you're already using Twilio, setup is especially quick - and our team will guide you through the whole process.