Sales overview · print or save as PDF from your browser
Lead and Customer Re-Engagement
A short overview for sales conversations. Use this page or print it. These capabilities sit inside Lead and Customer Re-Engagement.
- Lead and Customer Re-Engagement
Restart suitable conversations with old leads and contact previous customers when another service, appointment or renewal may be due.
- Lead Re-Warming
Re-contact old enquiries, quotes, missed calls, and unbooked leads when you are allowed to, then hand warm replies to named staff.
- Customer Recall
Remind previous customers about renewals, maintenance, and seasonal work at the right time, with the same handover rules.
- Right-Time Customer Contact
Reach customers when weather, renewals, or service dates make your offer relevant, as part of Lead and Customer Re-Engagement.
List checking, contact limits, opt-outs, and staff takeover are required before and during every campaign. Automatic contact stops when a person is needed.
From list to reminder
1
Step 1
Record review
Assess usable, invalid, duplicate, and restricted records.
2
Step 2
Contact
Send approved messages within hours and attempt limits.
3
Step 3
Warm lead
Clear interest evidence, not opens alone.
4
Step 4
Handover
Named staff get context and a next step.
5
Step 5
Sale or decision
Callback, booking, quote, or polite close is recorded.
6
Step 6
Future reminder
Later dates and Customer Recall stay respectful of opt-outs.
Find out what your business is losing
We will look at your new enquiries, old leads, unanswered quotes and current follow-up process, then show you where opportunities may be getting missed.