Customer follow-up and referrals

Past customers, back in the diary.

Referral and return-customer messages, written for you and sent in your name, so the repeat work comes back.

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Best for trades and studios with customers worth seeing again

Why it matters

Past customers forget your name.

They loved the job, but a year later they search Google again. Without a nudge, the repeat work and referrals go to whoever they find first.

What's included

Repeat work, on autopilot.

Service-due reminders, referral asks and seasonal check-ins, written in your voice. You approve every message before it goes.

01 / 06LiveService-due remindersA friendly nudge when a service, check-up or renewal is due, with a link to book.
Joe B. · boiler service12 months since last visitBooked
Mark T. · boiler serviceSends ThursdayScheduled
02 / 06LiveReferral asksA short, personal message asking happy customers if they know anyone else.
Helen B."Know anyone whose windows need a clean?"Referred
Gareth T.Sent after his 5★ reviewSent
03 / 06LiveSeasonal check-insTimely messages for your trade, like autumn gutter cleans or January memberships.
Autumn gutter clean42 past customersSending
January membershipsStarts 2 JanScheduled
04 / 06LiveThank-yous for referralsWhen someone refers a friend, a thank-you goes out in your name.
Nisha P.For referring GarethSent
Helen B.For referring PriyaSent
05 / 06LiveWritten in your voiceWe write every campaign with you, so it sounds like you, not a marketing email.
Opening line"Hi Joe, it's Gary from Clearview…"Live
Sign-offYour first nameLive
06 / 06LiveYou approve everythingNothing goes out until you have read and agreed it. Pause any campaign any time.
Service dueApproved by youLive
New campaignWaiting for youTo approve

Results

Old customers, new work.

Every past customer hears from you, with no campaigns to write and nothing sent without your approval.

23

Repeat bookings from one autumn reminder.

I had over a hundred past customers and never messaged one of them. One autumn reminder filled three weeks.

Gary L.Window & gutter cleaning | Edinburgh

Second thoughts?

“Yeah, but…” We hear you.

The three things we hear most on calls about Customer follow-up, and what we tell people.

“My customers come back anyway.”

Some do. The rest forget your name.A timely reminder brings them back before they search for someone new.

“My work is one-off jobs.”

One-off customers have friends and neighbours.A referral message turns a finished job into the next one.

“Marketing isn’t my thing.”

You don’t have to do any.We write the messages and time them. You just switch them on.

Works with

Your customers, from your phone.

It reads your customer list from your calendar and invoicing, then sends from your own WhatsApp and email.

Works well with

Works even better with these.

Turn happy customers into Google reviews, have the admin after each booking sent for you and let returning customers book online.

Follow upReview requestsA one-tap review request goes out after every booking, follows up once, and every review gets a reply in your name.See Review requestsFollow upLess adminQuotes chased, invoices sent, late payers nudged and every job logged in your accounts.See Less adminRunBookingsCustomers pick a service, choose a free slot and pay a deposit, day or night.See Bookings

Customer follow-up questions

Good questions, straight answers.

Something we haven't covered? Ask Paul directly. He replies himself.

Ask Paul
Where does the customer list come from?

From your calendar, invoices or a simple spreadsheet. We tidy it up and you check it before anything goes out.

Won't customers find it annoying?

Messages are short, personal and well spaced. Anyone can reply STOP and they are never contacted again.

What kind of messages go out?

Service-due reminders, seasonal check-ins, referral asks and thank-yous, all tuned to your trade.

Is it GDPR friendly?

We only message your own past customers, include a way to opt out every time, and keep your list private.

How is it different from review requests?

Review requests go out straight after a job. Follow-up is for the months after, when it is time to come back or pass your name on.

A free 15-minute chat

Ready to win back past customers?

Bring a rough count of past customers. We'll show you what one well-timed message could bring back.

Free chat with PaulBuilding websites since 1997
15 minutesPhone or videoAbout customer follow-up, no hard sell
30-day money-back · No contract
Choose a time that suits you.Book a free chat

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