Free Swipe Pack · Past Customers

Five past-customer check-ins that do not feel like a spam blast.

Use this as the manual version of a reactivation queue. It helps service businesses turn old invoices, completed jobs, and dormant CRM rows into useful human-reviewed follow-up — with do-not-contact rules before anything gets sent.

Send me your reactivation workflowGet the $27 QuickstartRequest the $499 Audit
The free pack

Start with context-aware copy before automating a single touch.

01

Seasonal check-in

Use when timing creates a legitimate reason to reach out.

Hi [first name] — quick seasonal check-in. We helped with [job/service] last [season/month], and this is usually when [maintenance/refresh/reorder] comes back up. Want us to take a look at anything before [season/event] gets busy?
02

Maintenance reminder

Use when the prior work has a normal service interval.

Hi [first name] — looking back at your [job/service] from [date]. If everything is still good, no action needed. If you want us to check [specific item] before it turns into a bigger issue, reply here and we’ll help schedule it.
03

Project follow-up

Use when a completed job naturally creates a next step.

Hi [first name] — hope [completed project] is still working well. Last time we talked, [related need/next area] was the other thing on the radar. Is that still worth planning, or should I leave it alone for now?
Warm-list recovery
04

Quiet-list permission check

Use when the customer has not heard from the business in a long time.

Hi [first name] — it has been a while since we worked together on [job/service]. I do not want to clutter your inbox, but wanted to ask: should we keep you on the list for [useful reminder/service], or remove you from follow-ups?
05

Owner review note

What the internal queue should show before a human approves outreach.

Reactivation review: [customer], [last job], [date], [value], [likely next need], [reason to contact], [risk/sensitivity], [recommended message], [send / do not send / owner decides].
Automation map

Turn the swipe pack into a monthly reactivation queue.

Pull

Export past customers from invoices, CRM, order history, spreadsheets, and form tools into one list.

Suppress

Remove refunds, complaints, sensitive jobs, do-not-contact customers, and anyone recently contacted.

Rank

Score by repeat-service fit, seasonality, last job type, elapsed time, and whether the message has a real reason.

Draft

Create one short draft per contact, then require human approval before it leaves the business.

Track

Log sent, replied, booked, not now, unsubscribe, and bad fit so the next run is cleaner.

No auto-send, fake familiarity, or pressure copy. If there is not a real reason to contact the customer, the system should suppress the row.

Want this mapped against your business?

Pick the DIY or audit path.

The $27 Operator Quickstart helps install one human-reviewed workflow. The $499 Revenue Leak Audit maps your dormant-customer list into a ranked reactivation queue, suppression rules, draft approval process, and first automation spec.