Re-engagement automations for inactive clients

Purpose

1. Automate the process of re-engaging inactive artwork restoration clients via targeted, multi-channel communications for driving renewed interest and bookings.

2. Automated reactivation cycles ensure no dormant client is forgotten, optimizing client lifetime value for conservation service providers.

3. Automatic identification, segmentation, and messaging automate outreach and nurture for potential repeat business.

4. Automator systems ensure timely, relevant reminders and offers are sent, reducing manual tracking.

Trigger Conditions

1. Client marked inactive by lack of engagement or bookings after X months.

2. Automated detection of unopened emails, missed calls, or ignored social messages.

3. Stalled estimates or quote approvals are automatically identified.

4. Time-triggered automations based on last service date.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automated SMS flows, trigger via “Conversations” API or Message Service.
  
• Sample Configuration: Automate message send to clients inactive >90 days with curated re-engagement offer.
  

2. SendGrid

• Feature/Setting: Automated Email Drip Campaigns using Marketing Campaigns API.
  
• Sample Configuration: Automate sequence for clients flagged as inactive by time filter.
  

3. HubSpot

• Feature/Setting: Automate email workflows & task reminders via Workflow Automation tool.
  
• Sample Configuration: Trigger re-engagement sequence for inactive deal stage contacts.
  

4. Mailchimp

• Feature/Setting: Customer journeys automation, pre-built triggers for inactivity.
  
• Sample Configuration: Automate emails based on segmentation for ‘not opened last X campaigns’.
  

5. Salesforce

• Feature/Setting: Process Builder & Flow Builder for automated client engagement tasks.
  
• Sample Configuration: Automate task/email when client last activity date exceeds 6 months.
  

6. ActiveCampaign

• Feature/Setting: Automate goal-based re-engagement series.
  
• Sample Configuration: Active "If Inactive >120 days" triggers personalized message automations.
  

7. Zoho CRM

• Feature/Setting: Blueprint Automator for time-based inactivity triggers.
  
• Sample Configuration: Automate task assignment to sales/member for manual follow-up after automation.
  

8. Pipedrive

• Feature/Setting: Workflow Automation for inactivity deals and contacts.
  
• Sample Configuration: Auto-email and call reminder for artwork restoration client idle >100 days.
  

9. Intercom

• Feature/Setting: Automated custom bots and proactive messaging.
  
• Sample Configuration: Bot triggers automator messages for previously engaged but inactive users.
  

10. WhatsApp Business API

• Feature/Setting: Automated notification templates, inactivity-driven auto-messages.
  
• Sample Configuration: Automate reminder message to client not replied in 180 days.
  

11. Google Sheets with Apps Script

• Feature/Setting: Automated screening and scheduling scripts.
  
• Sample Configuration: Script automates detection & notification of inactive clients on schedule.
  

12. Slack

• Feature/Setting: Workflow Automation bots for reminders and internal follow-ups.
  
• Sample Configuration: Automate posting alert to team channel on new inactive client.
  

13. Facebook Messenger API

• Feature/Setting: Automated message triggers for page interactions.
  
• Sample Configuration: Automate message to clients without interaction in set timeframe.
  

14. Klaviyo

• Feature/Setting: Automated Flows triggered by inactivity metrics.
  
• Sample Configuration: Automate segmented re-engagement campaign by tag/attribute.
  

15. Constant Contact

• Feature/Setting: Email Resend to Non-Openers automation tool.
  
• Sample Configuration: Automate resend to selected contacts with reactivation message.
  

16. Marketo

• Feature/Setting: Smart Campaigns for inactivity triggers.
  
• Sample Configuration: Automated email drip on "Last Activity" filter.
  

17. Drip

• Feature/Setting: Automated Workflow Builder for inactive leads automation.
  
• Sample Configuration: Automate multi-step nurture series for former clients.
  

18. Freshdesk

• Feature/Setting: Automated ticket creation/task reminders.
  
• Sample Configuration: Automate reopening of old tickets for follow-up.
  

19. Zendesk

• Feature/Setting: Trigger-based automator for follow-up and reminders.
  
• Sample Configuration: Automate ticket creation for customer re-engagement outreach.
  

20. Monday.com

• Feature/Setting: Recipe automations for status and timeline based triggers.
  
• Sample Configuration: Automate board update and assign re-engagement tasks to team.
  

21. Airtable

• Feature/Setting: Automation scripts based on inactivity filters.
  
• Sample Configuration: Schedule automator email when last modified date > X period.
  

22. ClickSend

• Feature/Setting: Automated SMS campaign triggers for time-based outreach.
  
• Sample Configuration: Automate periodical SMS for dormant client segments.
  

23. Google Calendar API

• Feature/Setting: Automated event notifications and reminders.
  
• Sample Configuration: Automate calendar invites for consultations to inactive clients.
  

Benefits

1. Automate client touchpoints, reducing lost revenue from dormant accounts.

2. Automation identifes opportunities to re-engage without manual effort.

3. Automated workflows increase staff productivity by replacing manual follow-ups.

4. Automator-driven messaging results in consistent brand voice and higher ROI.

5. Automating multi-channel outreach maximizes the chance of reactivation.

6. Process reduces churn and grows relationships with high-potential clients.

7. Integrated automations ensure no client falls through the cracks.