Customer Recall
Bring previous customers back at the right time for renewals, maintenance, and seasonal work, with a clear handoff to your team.
Past customers hear from you when it is useful, not when it is random.
Customer Recall is for people you already helped: renewals, maintenance visits, seasonal work, and agreed post-job follow-ups.
Example journey: a boiler service is due 11 months after the last visit; they get a short reminder you approved; if they reply "book me in", automatic reminders stop and a named colleague takes over with the last job notes.
List checking, contact limits, opt-outs, and staff handover apply the same way as Lead Re-Warming.
Problems we address
- Past customers only hear from you by chance
- Renewals and maintenance dates are missed
- Seasonal work is left too late
- Opt-outs are not applied consistently
- Staff chase from memory
- Outcomes are not recorded
Capabilities
- Recurring and date-based reminders
- Consent-aware customer contact
- Approved message wording
- Warm handover to staff
- Stop contacting when asked
- Works with your existing customer records
Know who is due
We help you group previous customers by last service, renewal date, location, and value, and exclude anyone who asked not to be contacted.
- Reminders tied to real service dates
- Exclude opt-outs and open complaints
- Focus on useful, timely contact
- Keep your customer list tidy
Send the right reminder
Messages stay short and practical: due for a check, want to book, or not needed. Easy reply options make it simple to answer.
- Wording you approve first
- Email, text, or phone where agreed
- Respectful tone, no hard sell
- Stop as soon as they reply
When a person takes over
When someone wants to book or ask a question, automatic reminders stop. Your named colleague continues with the history: last job, preferred times, and what they just said.
- Named owner for every warm reply
- Past job context ready
- Bookings and outcomes written down
- Future reminders paused or reset cleanly
Typical delivery approach
A clear path from review to ongoing improvement.
1
Step 1
Review
Look at past jobs, renewals, and reminder needs with you. Note who asked to stop and remove duplicates. Agree which services and locations are in scope
2
Step 2
Schedule
Monthly, quarterly, annual, or custom timings. Triggers from last service or fixed dates. Agree channels and attempt limits
3
Step 3
Remind
Approved wording per group. Send when due, within contact hours. Watch replies and opt-outs closely
4
Step 4
Hand over
Warm replies go to named owners. Book appointments where useful. Report what came back
Suitable for
- Trades and service businesses with repeat maintenance work
- Companies with renewals or annual agreements
- Teams that already have customer history but no reminder system
- Businesses that want seasonal re-booking without buying new ads first
Customer Recall FAQ
Straight answers about how we work.
Ready to stop losing enquiries?
Book a free chat and get a clear plan for how your enquiries are handled.