Win back customers who have gone quietIn Customers
In Customers
What At Risk means
At Risk marks a customer who used to pay you and has not in ninety days. Nothing is deleted, and it clears the day they pay again.
Example screenStart here · On a computer
- 1Customers
- 2the At Risk filter
or the at-risk count in the header.
On your phone: Customers → At Risk.
In Customers
Send a seasonal reminder
Ask Des to write to the quiet ones and it drafts the email for you to approve; or send a campaign; or put them on a plan so the visits book themselves.
Example screenRoute 1 · On a computer
- 1Customers
- 2At Risk for who has gone quiet
Route 2 · On a computer
- 1Emails
- 2Compose, or Ask Des to write to them
Route 3 · On a computer
- 1Get Paid
- 2Contracts
- 3New contract for a plan that repeats on its own
On your phone: Customers → At Risk; Ask Des on the bottom bar; Get Paid → Contracts → New contract.
Worth knowingStart with Des and five customers: “email everyone I haven’t seen since March about a tune-up.”
Want to look at your own?
Treat the At Risk list as a call list, not a warning.