Check-ins for repeat customers who are due

The problem

Repeat customers are the easiest business to keep, but nobody tracks when each one is due. They drift away quietly, or simply buy from whoever reached out first.

What SI does

SI reads your order, invoice or appointment history, works out each regular customer's usual interval, and lists those who are overdue. For each, it drafts a short check-in that mentions what they usually order or book and offers an easy next step.

Examples

The same job looks different in different businesses. These are illustrations, not client results.

• Coffee roaster selling to cafes

  A cafe that orders every two weeks has not ordered in four; the draft mentions their usual blend and asks whether anything changed.

• Pool service company

  Customers who booked an opening last spring but not this spring get a reminder with open dates.

• Hair salon

  Clients who usually book every six weeks and are now at nine get a text draft offering their stylist's next openings.

What it takes to set up

An export of order, invoice or booking history and draft access to email or text. Setup is often a few days.

Try it yourself

Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

Using this order or booking history [file], find each customer's usual interval between [orders/visits]. List customers who are more than [50%] past their usual interval, with their last date and usual purchase. Draft a short check-in for each in this tone: [example]. Exclude [do-not-contact list]. Pause and show me before sending, submitting, posting or changing anything.