Win back past customers with a simple check-in message

Pull a list of customers you haven't heard from in a while and send a short, personal check-in by text or email.

The problem

Most small businesses have hundreds of past customers who liked them and simply forgot to call back. Getting them back costs far less than finding new ones, but nobody has time to sort the list and write to them.

Step by step

1. 1Export your customer list with the last visit or job date from QuickBooks, Square, Jobber or whatever you use.
2. 2Sort it in Google Sheets or Excel and pull customers you haven't seen in 6–18 months. Only include people who gave you their contact info and haven't asked you to stop.
3. 3Paste the prompt below (customer types and services only, no customer data) to get a short check-in text and email, plus a version with a reason to come back, like a seasonal service.
4. 4Send in small batches through your normal email or texting tool, include a way to opt out, and follow texting consent rules for your business.
5. 5Track who books in the sheet, and call the best past customers yourself.

Copy-paste prompt

I run [business type] in [area]. I want to reach past customers I haven't seen in [6–18 months]. Typical services they bought: [list]. A good reason to come back this season: [e.g., fall maintenance, holiday orders]. Write: (1) a friendly text under 300 characters that sounds like the owner, with [FIRST NAME] as a placeholder and an opt-out line; (2) a short email with a subject line; (3) a follow-up for people who don't answer in two weeks. No pushy discounts unless I mention one, and no made-up offers.

Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.

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