Give Moving Clients a Utility Transfer Checklist and Reminders
People moving forget to transfer utilities and arrive to no power or internet. Send a personalized utility transfer checklist with timed reminders for their specific move.
- 1
Capture the Move
Add a
Typeform Triggercollecting the move date and locations. - 2
Build the Checklist
Compile the utilities and services needing transfer for their area.
- 3
Send Timed Reminders
Add scheduled
Gmailnudges for each transfer at the right lead time. - 4
Confirm Completion
Track completed transfers so nothing's missed on move day.
- 5
Activate and Test
Activate the workflow with a test move. Confirm reminders schedule correctly.
Frequently asked questions
Why does timing matter?
Internet installs book weeks out while power transfers days out — timed reminders match each utility's real lead time.
Who offers this?
Real estate agents, moving companies and relocation services — a genuinely valued touch that earns referrals.
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