The customer reactivation engine

The trigger finds customers whose comeback clock ran out, the filter removes the ones who shouldn't hear from you, and three messages do the rest.

Trigger · per-customer clock

Job history scan, every night

Each customer is checked against the natural cycle for their service, not a blanket "hasn't booked in a year" date.

HVAC tune-up · 12 months out Detailing · 8 weeks out Gutters · every fall Cancelled quarterly plan · 8 months quiet
Filter · list hygiene

Who never gets the message

Rules run against your records before anything sends, so the list that survives is happy customers who simply drifted.

Open dispute or complaint Written-off invoice Do-not-contact flag Activity in last 90 days
↓   the survivors enter the win-back sequence   ↓
Message 1 · Day 0

Personal, no pitch

References the specific job. Proves it's your real company remembering a real visit.

"Hi Dana, it's Ridgeline Heating. We did your furnace tune-up in Oct 2024 and haven't seen you since. Want on the fall schedule before it fills?"
Message 2 · Day 7

A small reason to move

Modest returning-customer credit or a seasonal deadline. A nudge, not a bribe.

"We're holding a $25 returning-customer credit on fall tune-ups through the 30th. Want a slot?"
Message 3 · Day 21

Soft close, door open

Last touch. Nobody ever gets a fourth message.

"No worries if you're covered. If anything comes up with the system, you know where we are."

A booking stops everything. So does "stop."

Booked customers exit the sequence instantly and go back on their service clock. A "stop" reply removes them permanently, no exceptions.

↓   when they reply, the AI sorts it   ↓
Ready to book

"Yes, can you do Thursday?"

The AI offers real openings from your calendar and books it. The job detail is already on the ticket.

Has a question

"How much is the tune-up now?"

Answered from your approved pricing and service list. Anything off-script gets flagged instead of guessed at.

Heat or oddity

"You never fixed the rattle from last time."

Routes straight to a person with the sequence paused. That's a service recovery moment, not a scheduling one.

Guardrails built in from day one

You approve every template

Each message sounds like your business, word for word, before the first send.

Offers stay small

A $25 loyalty credit reads better than 40% off, which mostly tells people your prices have room in them.

Trickle, not blast

After the first backlog send, customers cross their thresholds a few at a time, which books jobs year-round instead of spiking one week.