Marketing and Customer RetentionPurpose
1.2. Automates identification of inactive customers and triggers targeted messaging to maximize client retention and engagement, leveraging historical booking and communication data.
1.3. Automatedly personalizes outreach (email, SMS, calls) to dormant segments, ensuring timely offers and reminders for lapsed clients within the moving service industry.
Trigger Conditions
2.2. Clients unsubscribed from previous campaigns but now eligible via opt-in lists.
2.3. Trigger automatedly when CRM activity status marked as ‘Dormant’ or ‘Inactive.’
2.4. Trigger on customer lifecycle event (e.g., one-year anniversary since last move).
2.5. Trigger when new promotional offer or discount is available for returning movers.
Platform Variants
3.1. Mailchimp
• Feature: Automate Audience Segmentation & Customer Journeys.
• Setting: Automates sending sequences to ‘dormant’ segments with Email Journey Trigger.
3.2. Salesforce
• Feature: Workflow Rules & Process Builder.
• Setting: Automate process for marking inactive contacts and triggering automated email reminders.
3.3. HubSpot
• Feature: List Automation & Workflow Automation.
• Setting: Automate list triggers for lapsed clients and automated email/SMS marketing.
3.4. Twilio SMS
• Feature: Programmable SMS API.
• Setting: Automate SMS message when client inactivity equals 365 days.
3.5. Zendesk
• Feature: Automated Ticket Generation.
• Setting: Automates follow-up ticket for sales team on dormant clients.
3.6. ActiveCampaign
• Feature: Automation Builder.
• Setting: Automator for lead reactivation based on custom field inactivity.
3.7. SendGrid
• Feature: Marketing Campaigns API.
• Setting: API triggers sending email offers to clients inactive over 6 months.
3.8. Google Sheets
• Feature: Triggered Google Apps Script.
• Setting: Automate row update for dormant users and connect to email campaigns.
3.9. Pipedrive
• Feature: Workflow Automation.
• Setting: Automates email and follow-up task creation for inactive contacts.
3.10. Microsoft Power Automate
• Feature: Scheduled Cloud Flow.
• Setting: Automates periodic checks in CRM and triggers email/SMS.
3.11. Klaviyo
• Feature: Segment and Flow Automation.
• Setting: Automated campaign for user segments dormant by date filter.
3.12. Zoho CRM
• Feature: Blueprint Automation.
• Setting: Automates dormant client detection and campaign launch.
3.13. Intercom
• Feature: Automated Outreach.
• Setting: Automates in-app message or emails to dormant moving company customers.
3.14. Freshworks
• Feature: Journeys Workflow.
• Setting: Automates multi-channel sequences targeting inactive clients.
3.15. Constant Contact
• Feature: Email Automation.
• Setting: Automates triggered series to clients with ‘No Activity’ status.
3.16. Brevo (formerly Sendinblue)
• Feature: Marketing Automation Scenarios.
• Setting: Automatedly trigger dormant client campaigns based on behavior.
3.17. Copper CRM
• Feature: Workflow Triggers.
• Setting: Automate task and messaging for clients inactive beyond a threshold.
3.18. Slack
• Feature: Workflow Builder + Integration.
• Setting: Automate notifications for sales team to review dormant customers.
3.19. Monday.com
• Feature: Automation Recipes.
• Setting: Automated reminders for client inactivity to assigned reps.
3.20. WhatsApp Business API
• Feature: Automated Message Templates.
• Setting: Automatically send reactivation offers through WhatsApp for dormant user segments.
Benefits
4.2. Reduces manual effort—automation workflows eliminate repetitive outreach tasks.
4.3. Improves segmentation by automating detection and messaging to dormant segments.
4.4. Ensures consistent client nurturing, boosting moving company brand image.
4.5. Fast-tracks revenue recovery using re-engagement automation, increasing overall profitability.