VendorReach · getvendorreach.com

How to Use VendorReach (Service Companies)

Field guide for home-service shops

Published ·Updated

Before you start

You need:

  • A company name and the metros you service
  • Your primary trade (or trades)
  • License and insurance details for the vendor packet (have them ready even if you paste them later)
  • An inbox where replies should land (Reply-To)

Use the service company signup—not the Property Managers door.

1. Sign up

  1. Open the service company signup
  2. Create a service company account
  3. Confirm your email if prompted
  4. Sign in
Service company signup on VendorReach
Service company signup — choose this door, not Property Managers.

2. Settings

Complete Settings before you load a large list. Incomplete settings cause wrong templates, wrong metro Prospects, and replies going to the wrong place.

Set at least:

FieldWhat to enter
Company nameLegal or DBA name Property Managers will recognize
Metro / service areaMarkets you can actually cover
TradePrimary trade for templates and listing
Reply preference / Reply-ToInbox that receives campaign replies

Optional but useful: phone, website, hours, service area notes for the vendor packet.

Save when finished.

Shop Settings screen
Settings — company, metro, trade, and Reply-To before you load Prospects.

3. Load Prospects from the directory

Prospects are Property Managers in your selected metro.

  1. Open Prospects (or the directory / metro picker in the product)
  2. Choose your metro
  3. Load the local list
  4. Review rows: company, city, website, email or contact form when present

Notes:

  • This is a starting list, not a guarantee of every Property Manager in the market
  • Some rows have email; others have a website form or phone only
  • CSV upload is secondary if you already maintain your own list

Skip rows outside your service area. Do not invent missing emails.

Prospects list of Property Managers
Prospects — Property Managers in your metro with email or contact path when available.

4. Templates and vendor packet

Open Templates.

  1. Select a template for your trade (appliance repair, HVAC, plumbing, roofing, landscaping, cleaning, and others)
  2. Personalize the intro: who you are, metros you cover, response expectations
  3. Fill the vendor packet fields: license, insurance / COI note, service area, hours, W-9 reminder
  4. Save

Keep the first message short. Put paperwork in the packet block so Property Managers can copy what they need.

Templates and vendor packet
Templates — trade intro plus vendor packet fields.

5. Create a Campaign

  1. Create a new Campaign
  2. Attach your Template
  3. Add Prospects from your metro list (or a filtered subset)
  4. Confirm send path: email where available; form or call where email is missing
  5. Confirm From / Reply-To: campaigns may send From hello@getvendorreach.com with your shop as Reply-To

Work the list in batches you can actually follow up. Mark each row Sent, Skipped, or Failed.

Campaigns screen
Campaigns — work the list and mark Sent / Skipped / Failed.

6. Send and follow up

First touch

  • Email: send when an address exists
  • Contact form: open the prospect’s form, paste your message, submit per their site rules
  • Phone: use your talking points; note the outcome on the row

Follow-ups

Plan touches at day 7 and day 21 for prospects that did not reply. Use the campaign follow-up tools so the second message actually goes out.

Do not stack five messages in one week. Two or three spaced touches are enough for a first approach.

7. Handle replies

Replies go to your Reply-To inbox, not to a shared VendorReach mailbox you manage day to day.

When someone replies:

  1. Answer from your company email
  2. Send the vendor packet if they ask for license or insurance
  3. Confirm metros, trades, and response times
  4. Update the Campaign row so you do not follow up again by mistake

If they decline, mark Skipped or note “not a fit” and move on.

Troubleshooting

Quota or send limits

If sends are blocked or limited, check your plan (Free / Starter / Growth / Pro) and wait for the limit to reset, or upgrade when checkout is available for your account. Compare plans on the pricing page.

Reply-To wrong or missing

Open Settings and set Reply-To to an inbox you monitor. Save, then send a test to yourself before a large batch.

Prospect has no email

Use Open contact form or Call. If neither exists, Skip. Do not guess an address.

Wrong metro Prospects

Change metro in Settings (or the metro picker), reload Prospects, and remove out-of-area rows from the Campaign.

Form submissions fail on their site

Some Property Manager sites use CAPTCHAs or broken forms. Switch to phone or skip. Record Failed with a short note.

Replies go to spam on your side

Ask recipients to reply to your company domain when possible. Whitelist hello@getvendorreach.com if your filter is aggressive. Keep Reply-To on your primary domain.

Template feels too long

Shorten the intro. Keep license / COI / service area in the packet section.

Suggested first week

DayAction
1Sign up, finish Settings, fill vendor packet
2Load one metro of Prospects; clean obvious mismatches
3Send first batch (email / form / call as available)
4–5Handle replies; fix Template based on what people ask
7First follow-up on silent prospects
21Second follow-up where still appropriate