Resource guide · sample scenarios only
Examples of events that can create the right time to contact a customer
The right time to contact someone is usually when something useful has changed: weather, a due date, customer activity, or a local moment. This guide shows plain-English examples and what you typically need to run them responsibly.
Each example is tagged so you can see what is realistic today, what relies on records you already hold, what needs another feed, or what may come later.
- Right-Time Customer Contact service
How we help you spot useful moments and contact customers with approved wording and a staff handover.
- Lead Re-Warming overview
A short overview of re-contacting old enquiries and previous customers with clear compliance steps.
- Customer Recall
Remind previous customers about renewals, maintenance, and seasonal work at the right time.
Weather
Sudden temperature changes often create urgent or preventive demand for trades and property services.
Cold snap forecast
Available nowPrevious customers are reminded to book a service before boilers are under strain.
Before a cold snap, a heating firm texts previous customers: "A cold snap is forecast this week. Reply YES to book a service, LATER for another reminder, or STOP if you no longer need us."
Heatwave and cooling checks
Needs an extra data sourceCustomers with past air-conditioning work are contacted when high temperatures are expected.
During a heatwave, an electrical contractor emails customers who had cooling work: "High temperatures are expected. Reply CHECK if you want a pre-season inspection."
Maintenance
Service intervals and last-visit dates are among the clearest right-time triggers.
Annual service due
Via customer data you already holdA reminder goes out before the usual service window based on last job date.
Before a service is due, a heating firm texts customers due a visit: "Your annual service is due next month. Reply YES to book, LATER for another reminder, or STOP if you are all set."
Missed service follow-up
Via customer data you already holdIf no booking was made, a respectful follow-up is sent after the due window passes.
After a service date passes without a booking, the firm texts previous customers: "Reply YES if you still want a visit, or STOP if you no longer need service."
Renewals
Contracts, memberships, and annual agreements create predictable contact moments.
Renewal six weeks ahead
Via customer data you already holdCustomers hear from you before auto-renewal or lapse, with an easy way to review terms.
Before renewal, a property services team emails previous customers: "Your annual agreement renews in six weeks. Reply CALL if you want to review cover, or STOP if you no longer need renewal contact."
Lapsed renewal recovery
Via customer data you already holdIf renewal passes quietly, a short check-in asks whether cover is still needed.
After renewal passes, the team calls previous customers: "Reply HELP if you still need cover arranged, or STOP if you have already renewed elsewhere."
Customer activity
When someone re-engages, that is often a better moment than a random bulk message.
Return visit to pricing page
Needs an extra data sourceA quiet enquiry becomes active again when they revisit key pages.
During renewed interest, a professional services firm emails people with open quotes: "You looked at our pricing again. Reply CALL if you want a quick chat about next steps."
Opened follow-up twice
Via customer data you already holdEngagement signals can prompt a timely, human follow-up rather than another generic chase.
During follow-up, the firm sends an email to people with open quotes: "Reply YES if you are ready to move forward, or LATER if timing is not right."
Deadlines
Certificates, compliance dates, and fixed cut-offs create clear before and after moments.
Certificate expiry in 30 days
Via customer data you already holdCustomers are contacted while there is still time to book inspection.
Before a certificate expires, an electrical contractor texts customers due a visit: "Your safety certificate expires in 30 days. Reply BOOK to schedule an inspection, or LATER for one more reminder."
Expired certificate recovery
Via customer data you already holdAfter expiry, messaging stays practical and offers a route back to compliance.
After expiry, the contractor calls previous customers: "Reply YES if you need urgent help to get compliant again."
Seasonal and local
Seasonal demand, local events, and busy periods can all create useful contact windows.
Pre-season booking window
Available nowCustomers are invited to book before the usual rush.
Before spring demand rises, a heating firm texts previous customers: "Spring servicing slots are filling up. Reply BOOK to reserve a visit, or LATER for a reminder."
Local open day
Needs an extra data sourceNearby contacts or past visitors are invited when you have a local event.
During a local open day, a showroom texts local contacts nearby: "Our open day is this Saturday. Reply VISIT if you would like a time slot, or STOP if you are not interested."
Live local demand signals
Future capabilityCombining weather, season, and local booking pressure to suggest the best contact moment automatically.
In future, a property services team could contact the right local group when seasonal demand and weather patterns align, using rules you approve in advance.
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