Fix · Past customers who never come back

Bring past customers back

You'll finish with a list of past customers, the moment each one is likely to need you again, and a monthly routine that reaches out right on time.

  • Estimated setup: about 1 hour
  • You'll need: your customer records and a spreadsheet
Goes with lesson 6.3: A weekly marketing system · 29 min

The leak

People who already bought from you know your work. When they need it again, they'll often go with whoever reaches them first — or whoever they remember. A well-timed, useful check-in makes that you.

Before you start

Count returning customers. Of the customers you served 3 to 12 months ago, how many have come back since? Write down both numbers.

Steps

  1. List your past customers

    Template · Customer list columns
    Name | Contact | Agreed to hear from us? (Yes / No) | What they bought | Last service date | Return trigger | Next contact month | Result
  2. Find the natural return trigger

    A maintenance interval, a season, a refill, a renewal, an anniversary of the first job. Set "next contact month" from that trigger, not from a random date.

  3. Write a check-in that helps first

    Template · Check-in message
    Hi [Name], it's [your name] from [Business]. It's been about [time] since [what you did for them] — around when [the useful reason: e.g. "it's worth a check-up before summer"]. Want me to [simple next step]? If not, no worries at all.
    
    [How to stop receiving these messages]
  4. Run it once a month

    Put a recurring 30-minute block in your calendar. Filter the list by this month, send the check-ins, record the results.

  5. Respect permission

    Only contact customers who agreed to hear from you, and always include an easy way to stop. In the US, marketing emails must include a way to opt out, and marketing text messages generally require the customer's prior written consent. This isn't legal advice.

How to run it

By hand, free

The list, the message and your monthly calendar block.

With tools you already use

  • Your spreadsheet or CRM for the list
  • A recurring calendar event
  • Email templates and scheduled send

What to avoid

A generic "we miss you" blast to everyone. One relevant reason, sent at the right time, works better.

Check in

After 7 days: how many check-ins went out, and how many got a reply?

After 30 days: how many of those customers booked again? Compare with your baseline.

Keep going

  1. 1Copy the templateUse it as written the first time, then adapt it.
  2. 2Put your check-ins in the calendarMeasure again after 7 and 30 days.
  3. 3Learn the system · Lesson 6.3A weekly marketing system · 29 min, free

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