Client Management & CommunicationPurpose
1.2. Automated workflows to remind, re-engage, and incentivize clients who haven't booked services within a set period.
1.3. Automator sequences send personalized reminders, offers, and invitations, automating the return path for lapsed clients.
1.4. Reduce manual follow-ups, automate promotional sending, and enhance customer engagement with minimal staff intervention.
1.5. Centralizes communications, tracks responses, and automates escalation for non-responsive clients, maximizing retention.
Trigger Conditions
2.2. No response to previous communication attempts within a defined period.
2.3. Manual or automated flag on CRM indicating dormant status.
2.4. Client anniversary or special event passes without interaction.
2.5. Automated surveys returned with low engagement scores.
Platform Variants
• Feature/Setting: Use Programmable SMS API to automate sending re-engagement messages; configure auto-responses for replies.
3.2. SendGrid
• Feature/Setting: Use Email API to automate dormant client email drip sequences; automate segmentation by last seen date.
3.3. Mailchimp
• Feature/Setting: Configure Automations > Customer Journey for inactivity-based emails; automate dynamic content for offers.
3.4. ActiveCampaign
• Feature/Setting: Use Automations tab to create “win-back” email workflows for dormant contacts; trigger by inactivity date.
3.5. HubSpot
• Feature/Setting: Use Workflows > Re-engagement automation; configure by last engagement or booking property.
3.6. Salesforce
• Feature/Setting: Process Builder or Flows to automate reminders and offers for dormant leads/contacts based on last activity.
3.7. Zoho CRM
• Feature/Setting: Use Workflow Rules for ‘last contacted’ triggers; automate multi-channel notifications.
3.8. Klaviyo
• Feature/Setting: Flows > Win-back Flow template triggers on inactivity; automates WhatsApp plus email campaigns.
3.9. Intercom
• Feature/Setting: Series automator for push notifications and in-app messages to dormant user segments.
3.10. WhatsApp Business API
• Feature/Setting: Automated template messages for re-engagement after set inactivity; configure click-to-book replies.
3.11. Google Calendar API
• Feature/Setting: Automate scheduling of follow-up calls by staff when automation is triggered for dormant users.
3.12. Calendly
• Feature/Setting: Automate email/SMS reminders for dormant clients, embedding booking link for reactivation.
3.13. Slack
• Feature/Setting: Webhooks to automate notification to sales/service channels about dormant clients for human follow-up.
3.14. Facebook Messenger API
• Feature/Setting: Automate sending of personalized message via bot when a client is flagged as dormant.
3.15. Pipedrive
• Feature/Setting: Use Workflow Automation to trigger personalized outreach for inactive deals/clients.
3.16. Shopify
• Feature/Setting: App-integrated email automations for abandoned cart or lapsed service follow-up.
3.17. Typeform
• Feature/Setting: Automate personalized survey invites to dormant clients and trigger subsequent automations.
3.18. SurveyMonkey
• Feature/Setting: Automate survey invitations as part of re-engagement flows; trigger reminders if no response.
3.19. Trello
• Feature/Setting: Butler automation to move dormant clients to “Reactivation” lists and notify responsible team members.
3.20. Asana
• Feature/Setting: Automate task assignment for dormant client follow-up actions.
Benefits
4.2. Increases likelihood of converting dormant clients back into active bookers.
4.3. Automating response analysis and next-best-action elevates overall retention.
4.4. Faster client feedback with automated surveys; automator escalates as needed.
4.5. Greater operational efficiency—staff focus on high-touch cases; automation handles routine follow-up.
4.6. Mapping all interactions for optimized future automations and improved client experience.
4.7. Enables data-driven automation improvements over time using engagement analytics.