Start with customers who actually fit the message.
A spring project note belongs with past customers who agreed to marketing. It does not belong with every number that ever called the shop.
- Past-customer lists
- Useful tags
- Permission-aware sending

05 · For past customers
Send referral requests, seasonal reminders, and simple offers to past customers who agreed to hear from you.

Your customer list is not a slot machine. Send something useful, keep it occasional, and only use marketing channels people agreed to receive.
Why this exists
They already know what it was like to hire you. A useful seasonal note, referral request, or simple offer makes it easy to start another conversation without rebuilding trust from zero.
What this looks like
These are occasional messages for real past customers who agreed to hear from you—not a bought list or a blast-everybody button.
A spring project note belongs with past customers who agreed to marketing. It does not belong with every number that ever called the shop.

Check the audience, wording, link, timing, and opt-out line. The last step is a human choice, not a mystery automation.

If a past customer needs help, their answer becomes a normal conversation for you or the office to handle.

How it actually works
Choose the customer group that actually fits the message.
Start with an approved referral, seasonal, or follow-up message.
Check the offer, timing, links, and opt-out language.
Responses come back into the same inbox for a real person to manage.
What is included
The exact setup follows the business, but this is the working scope behind the service—not a pile of vague “optimization” line items.
Good fit
You have a real customer list, clear permission, and something genuinely relevant to say once in a while.
Bad fit
You want to buy a list, blast strangers, send daily offers, or disguise a marketing message as a service update.
Questions people actually ask
Some can be scheduled; others are deliberately one-click so you review the audience and message before they go out.
Not automatically. Marketing texts depend on the consent and relationship attached to each contact. We set up the lists accordingly.
Yes. We provide short starting messages in your voice and adjust them for the trade and season.
Back into the all-in-one inbox, attached to the customer record.
Want to talk through this setup?
We will show you the setup, answer your questions, and tell you where it helps—and where it does not.
Talk through customer campaigns