Session 1, Topic 1
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Retention & Reactivation Guide

πŸ” SYSTEM 8: Retention & Reactivation

Goal: Keep your best customers coming back β€” and win back old ones who went quiet.


πŸ” 1. The Outcome

Build a system that increases lifetime value by staying in touch, offering value, and re-engaging customers at the right time β€” so you make more without chasing new leads.


🚧 2. The Problem

Most businesses focus only on new customers and forget the goldmine in their past clients. Without follow-up, even happy customers drift away, forget you, or go to a competitor.


🧱 3. The Framework: The β€œK.E.E.P.” Method

  1. Keep in Touch – Stay top-of-mind with consistent communication
  2. Extend the Relationship – Offer new services, packages, or perks
  3. Engage with Value – Provide helpful, seasonal, or educational content
  4. Prompt the Comeback – Reach out to old customers with offers or updates

πŸ’¬ 4. Key Questions to Answer

KEEP IN TOUCH:

  • Do you regularly email or text past customers?
  • Are you posting on social media where they might still see you?
  • Do they hear from you even when they’re not buying?

EXTEND THE RELATIONSHIP:

  • What else do they need after your first service?
  • Do you have a maintenance plan, check-in offer, or seasonal service?
  • How can you bundle or upsell services without being pushy?

ENGAGE WITH VALUE:

  • Could you send seasonal reminders or tips?
  • What would educate or help them care for their home, property, or equipment?
  • Are you sharing before/after photos, success stories, or new updates?

PROMPT THE COMEBACK:

  • How long has it been since you last reached out to inactive customers?
  • Could you send a β€œWe miss you” message with a limited-time offer?
  • What would make it easy or exciting for them to come back now?

πŸ› οΈ 5. Build Plan

βœ… Build a past-customer list (email, phone, or both)

βœ… Create a monthly email or text campaign

βœ… Set reminders for seasonal outreach (spring AC, fall plumbing, etc.)

βœ… Develop a comeback offer for inactive clients

βœ… Launch a loyalty or repeat-customer incentive

βœ… Track repeat customer revenue over time


πŸ’‘ Pro Tip

It’s easier (and cheaper) to keep a customer than to find a new one. If you stay present and helpful, they’ll come back again and again.