Retention and Re engagement System

What you get

Execution

• A system that brings old customers back and keeps current customers active
• Timing, tags, messages, and offers wired so you stay top of mind without manual outreach

Audit

• Review of CRM, past customer lists, tags, purchase history, service dates, follow ups, and inactive segments
• Checks for missing data, outdated messages, broken links, weak timing, and customers who have not heard from you in months
• Issues documented with screenshots

Build

• Segments created for recent customers, aging customers, and inactive customers
• Automated messages based on time since last visit, purchase, or call
• Simple win back offer added if you provide one
• Reminders for renewals or service cycles
• Tags and stages updated as customers respond

Fix

• Outdated messaging removed and links fixed
• Bad timing corrected and duplicate contacts merged
• Old tags cleaned and message tone simplified

Quality check

• Each segment tested with dummy contacts
• Timing, messages, tags, and stage updates verified
• Rendering checked on mobile and desktop
• Analytics confirmed for opens, clicks, and responses

Process

1. Short intake form gathers access, audience, service cycle, and goals.
2. Build happens inside your CRM or platform.
3. A checklist guides each step so nothing important is missed.
4. You receive a short report with before and after screenshots and the improvement list.

Best fit platforms

• GoHighLevel
• HubSpot
• Pipedrive
• Zoho
• Keap

Other tools work if they support segments, tags, and scheduled messages.