Past-customer reactivation requires manually querying the CRM, exporting lists, segmenting by appliance type, and drafting personalized emails. This repetitive work consumes 2- per campaign and often results in inconsistent outreach and missed follow-up opportunities.
Automation identifies inactive customers, segments them by repair history, generates personalized emails, and prioritizes warm leads in real time. the team focuses on closing deals instead of data entry.
The full workflow, from trigger to completion.
The automation platform queries daily to find all customers with last service date older than 12 months and no outreach logged in the current cycle. A list is compiled automatically.
The automation reviews each customer's repair history and automatically assigns them to a segment (refrigerator, washer, HVAC, dryer, etc.) based on their most recent service record.
The automation generates a personalized email body tailored to the customer's appliance type and repair history, including a relevant service reminder or maintenance tip.
The email is sent automatically to the customer. A record of the send is logged with a timestamp.
Automatically tracks email opens and link clicks. Engagement data is recorded in the customer record in real time.
Customers who opened the email or clicked a link are automatically flagged and a notification is sent to the sales team with the customer's name, appliance type, and engagement level.
Customers with high engagement or high lifetime value receive an automated SMS offering a limited-time discount or appointment reminder, with a link to book online.
When a customer books an appointment or replies, the outcome is automatically recorded. Customers who do not engage are marked for retry in 30 days.
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