Maintain customer connections
Give eligible past customers a simple way to reconnect.
CUSTOMER RE-ENGAGEMENT
Reconnect with past customers.
Make the next visit easier.
Thoughtful follow-up for customers who haven’t returned, with timing and messages shaped around your business.
Reduce manual follow-up
Reduce repetitive outreach tasks while keeping your team involved.
Give your team useful context
See who has replied and what they’re interested in before following up.
HOW IT WORKS
A thoughtful route back to your business.
Eligible past customer identified
Agreed activity rules identify customers suitable for a check-in, subject to contact preferences and the connected system.
Approved message sent
A message approved by your business invites the customer to reconnect.
Customer chooses to respond
The customer can ask a question, express interest, or opt out.
Team helps with the next step
Your team receives the response and helps with relevant information or an agreed scheduling process.
ILLUSTRATIVE EXAMPLE
A friendly check-in.
A useful next step.
A simple conversation that helps past customers get the information they’re looking for.
Sample customer: JamieLast visit: 60 days ago
NF
Northside FitnessAutomated assistant · example
SAMPLE WORKFLOW — ILLUSTRATIVE DATA
Customer activity summary
- Last visit
- 60 days ago
- Channel
- SMS
- Customer interest
- Evening classes
- Status
- Awaiting team follow-up
TIMING AND STOPPING RULES
Choose when a check-in makes sense.
Example intervals — configured for your business, not a fixed schedule.
- 30 days
An example eligibility window.
- 60 days
A different interval to consider.
- 90 days
Another possible check-in point.
Keep the timing in your control.
Pause scheduled outreach on reply
Stop on opt-out
Stop after a recorded return visit
Limit reminders
Available controls depend on the connected systems.
Timing, eligibility, contact limits, and stopping rules are agreed during setup. These examples do not mean every customer receives all three messages.
KEY FEATURES
Key features for simpler re-engagement.
Approved outreach messages
Use clear, friendly wording approved by your business.
Configurable inactivity rules
Define when a customer may be suitable for a check-in.
Relevant customer groups
Choose appropriate groups using agreed business criteria.
Reminder and contact limits
Control how often customers receive messages.
Optional CRM connection
Explore connecting with your existing customer or booking system.
Team handover
Pass replies and relevant context to the right person.
Available features, connections, and messaging channels are confirmed during setup.
Where configured, AI can assist with approved message personalisation and reply handling.
ONGOING RELATIONSHIPS
For businesses built on ongoing relationships.
Gyms
Reconnect with past members about class schedules and general membership information.
Chiropractic Practices
Help eligible past customers enquire about general appointment availability.
Med Spas
Give eligible past customers a simple way to ask about current availability and services.
CONNECTIONS
Work with the customer tools you already use.
Customer or booking system
Use relevant business activity and contact preferences.
Re-engagement workflow
Agreed messages and timing rules guide outreach.
Team or scheduling tool
Your team helps interested customers with the next step.
Available connections and messaging channels are confirmed during setup.
SETUP PROCESS
A setup shaped around your business.
Review customer records and contact preferences
Discuss relevant business activity and how customers prefer to be contacted.
Agree eligibility and messages
Choose appropriate groups and approve the outreach wording.
Set timing and stopping rules
Agree intervals, contact limits, and when outreach should pause or stop.
Test before launch
Review the configured workflow before activation.
FREQUENTLY ASKED QUESTIONS
Common questions.
Who receives a re-engagement message?
We agree on eligibility rules using relevant business activity and contact preferences. The available options depend on your systems.
Can we choose the timing?
Yes. We discuss suitable intervals and contact limits rather than applying the same schedule to every business.
What happens when someone replies?
Scheduled outreach can pause while the response is handled through the agreed conversation or team handover process.
Can customers opt out?
Opt-out handling is configured for the supported messaging channels, with suppression rules agreed during setup.
