Seasonal check-in
Use when timing creates a legitimate reason to reach out.
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.
Use when timing creates a legitimate reason to reach out.
Use when the prior work has a normal service interval.
Use when a completed job naturally creates a next step.
Use when the customer has not heard from the business in a long time.
What the internal queue should show before a human approves outreach.
Export past customers from invoices, CRM, order history, spreadsheets, and form tools into one list.
Remove refunds, complaints, sensitive jobs, do-not-contact customers, and anyone recently contacted.
Score by repeat-service fit, seasonality, last job type, elapsed time, and whether the message has a real reason.
Create one short draft per contact, then require human approval before it leaves the business.
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.
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.