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Create six-month follow-up contacts list for stale clients

Create six-month follow-up contacts list for stale clients

Your clients' last-job dates go stale, leaving you without prioritized contacts for re-engagement and causing missed renewal or repeat business. Receive a curated text-ready list each weekday by midday.

Create six-month follow-up contacts list for stale clients

Overview

If client completion dates go unmonitored, you miss windows to re-engage repeat business; this runs every weekday and flags clients with no jobs in six months. Your coordinators receive a ready-to-message list by midday so outreach happens promptly and consistently.

Create six-month follow-up contacts list for stale clients