The cheapest customer you will win is one you already had.

The list of people who would come back is sitting in your system.

The six-month recall, the customer whose registration is due, the lead who said 'not yet' in March. Every one of them is cheaper to win than a stranger, and every one of them needs someone to remember on the right day.

1. 01

   Reach out when it is due

   Watches the recall, the service interval, the renewal date, and makes contact on the day rather than the month after.

2. 02

   Reduce the no-shows

   Confirms and reminds ahead of the appointment, and hears the cancellation early enough for the slot to be worth something.

3. 03

   Fill a slot that just opened

   Offers a cancelled slot to the people who wanted that time, before it becomes an hour of paid staff and no customer.

4. 04

   Wake a dormant enquiry

   Comes back to the person who said 'not right now' when the thing they were waiting for actually happens.

5. 05

   Ask for the review

   Asks once, at the point the customer is happiest, and never asks the same person twice.

The same mechanism, in your trade's own words.

Two businesses in the same sector run the same software with different data in it. What changes between trades is the vocabulary, the rules and the agent's name.

• clinics_dental.teamIris

  Clinics & dental

  Iris sends the six-month recall invitations that a full waiting room means nobody sent.

  See the team
• automotive.teamOtto

  Automotive

  Otto notices the service and registration coming due, and the customers who quietly stopped coming.

  See the team
• real_estate.teamDext

  Real estate

  Dext wakes a dormant lead the moment a listing or a price drop matches what they asked for in March.

  See the team

Is this just an automated reminder tool?

A reminder tool sends on a date. This holds the conversation that follows: the customer replies asking to move it, or asking what it costs, or saying they have moved away, and the agent handles all three rather than dropping them into an inbox.

How do you avoid pestering the same people?

Opt-outs are permanent and they apply everywhere, not per campaign. The agent also knows what it already asked and when, so a customer who declined a review in January does not get asked again in February.

Where does the list come from?

Your own systems, which is the point. It is your diary, your CRM and your job history. We are not selling you a list, we are working the one you already own and do not have time to work.

More in the questions glossary.

1. 01Front of houseAnswer, qualify and book every enquiry
2. 02Back officeInvoices chased, suppliers followed, files read
3. 03You are here
   RetentionRecalls, reminders and dormant customers
4. 04Connected dataAnswers drawn from every system, not one