How are YOU keeping in touch with your past customers? Just trying to batten down the hatches during the preseason & would love to streamline this effort. Mainly looking for simple (preferably automated) solutions for a one man show. Any insight is greatly appreciated. Thanks in advance!
Youāre gonna get some mixed reviews on that one, just a heads up. Some people on here think clients should never, ever be contacted. Some people think they should send an email every month to make sure they got the birthday card you sent their kidās goldfish.
Personally Iām in the camp of sending my favorite clients an early spring text to see if theyād like to be on my schedule before it fills up. If no reply, I donāt bother them again.
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I appreciate the feedback! Iām more interested in hearing about what tools folks have settled on than marketing advice really, as stated above. Maybe Iām in the wrong biz haha. If I could find a way to schedule an email / SMS follow up on a specific date, Iād be a happy guy. Btw, I hate getting marketed to & I respect my clients. The ones that love me deserve to hear from me a year later without having to rely on my memory. I appreciate your insight @Jake_Lambert !!! Do you hit up your favorite clients manually?? One at a time?? Or have you found a more simple solution? Thanks again!
Also, feel free to send a DM if youād rather not ātell it on the mountainā haha. I totally understand. Iād just rather avoid spending the next 2 weeks learning every detail of MailChimp / Klaviyo / Hubspot / etcā¦ to figure which is the most simple solution when I could be doing something else, but I donāt mind digging in if push comes to shove. Just thought Iād see what the word is around the water cooler first.
You can always cut/paste emails into the BCC on a scheduled email, if youāre just looking for a one time thing.
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We sub out work to a WC company here in town, they sent me a $50 āgift cardā for any service they offer.š¤·š¼
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Customer Factor can send text or email reminders automated after jobs or you can do it manually before the season to remind them to schedule.
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Yes I do, but Iām small potatoes compared to most full-timers here. Some of these guys have client lists a few thousand deep, so if theyāre marketing to past invoices theyāre probably just sending an email blast. BTW you can also do that in QuickBooks if youāre using that for your accounting software. Helps keep everything in one place
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I small potatoes too! āTiny tatersā is probably more accurate haha. I really like simplicity of the bcc idea for a single blast. Iāve been looking at options like Mail Chimp / Klaviyo / Hubspot. Some of these things are free & look to be somewhat user friendly. It seems like it would be a good idea to be ahead of the curve before the snowball effect gets too crazy. Thanks for all the input!!!
MailChimp is decent I hear, same with SendJim (which has some cool location based blast features from what Iāve heard). We do it through our CRM, so itās built in.
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MMMmmmmm tater tots good!
Haha, for sure. Iāll have to check out Send Jim. Looks like Mail Chimp may have new owners or something over the last year or so. Not sure if anything else changed. What CRM did you end up settling on?
Still demoing, but most likely ServiceMonster. Should have it all finalized next week. Weāve been doing it via ServiceTitan, but ServiceMonster has the same capabilities from the āmarketing campaignā standpoint, from what they told me on our call yesterday.
Cool. I hope it works out well! When I grow up, I think Iām going to use Markate. In the meantime, Trapper Keeper all the way.
Make sure you get the different colored folders so you can keep things sorted 
Ferrari folder, Lamborghini folder, Porsche, I got this.
get one with an old jalopy for those āslowerā clients
Yugo folder, Iām way ahead of you.
