06 / Turn one sale into the next

Stay in touch
without the chasing.

The customers you already have are the easiest to win again. Keep contacts in one place, send messages worth opening, and let simple automations handle the reminders.

  1. 01Collect
  2. 02Follow up
  3. 03Bring back

5 possible scopes in this chapter

Email newsletters & campaigns

Useful, regular emails that keep you in mind and bring people back.

A scope can include

  • On-brand templates that read well on a phone
  • Campaign writing, scheduling and list segments
  • Consent, unsubscribe and sender rules set before the first send

Automated follow-ups

Welcome new customers, nudge an unanswered quote and ask for a review after the job, on autopilot.

A scope can include

  • Welcome, quote follow-up, after-visit and win-back sequences
  • Email or text messages with opt-in and opt-out rules
  • Tests and checks before anything switches on

CRM & lead tracking

Know where every lead came from and what happens next, in one simple place.

A scope can include

  • A CRM or shared pipeline sized for your team
  • Website, ad and profile leads feeding one list
  • Stages, owners and reminders so no lead sits forgotten

Loyalty & referrals

Reward regulars and make it easy for them to send friends your way.

A scope can include

  • Simple points, punch-card or referral programs
  • Connections to your till, store or CRM where possible
  • Clear terms and a way to track who referred whom

Marketing reporting

One view of what your marketing is doing, without logging into six dashboards.

A scope can include

  • Agreed definitions for leads, bookings and sales
  • A simple dashboard pulling from ads, site and CRM
  • A short read on what changed and what to try next

Tools follow the task

Choose the tools
after the goal.

MailchimpKlaviyoHubSpotGoogle WorkspaceZapiern8n

Illustrative tools only. The final choice depends on what you already use, your budget and who will look after it.