Invite customers back for repeat service

How do you bring back repeat customers for the next service?

To bring back repeat customers for the next service, set a weekly Loop in Maito. It finds customers past your service interval, leaves out open complaints, cancelled plans and opt-outs, and drafts a text with your booking link. You approve the batch in Slack and see who replies.

How it's done today

The owner forgets which customers are due for a yearly service until they call.

What Maito does

1. 1.Find customers whose service interval is coming up
2. 2.Skip anyone with a cancelled plan or a complaint
3. 3.Draft an invitation with the booking link
4. 4.Stop when they book or opt out

Example

Loop run: Monday 8:00 AM · Repeat service check

SlackEmail

#sales

Maito APP 8:00 AM

31 customers are due for furnace service. 27 can be invited. Left out: 2 with an open complaint (the Harmon family and Ned Prior), 1 who opted out of texts, and 1 whose plan was cancelled in August. Example draft: Hi Marta, it's been 12 months since we serviced your furnace. Book a time here: northstar.example/book. Tune-ups are $129. Catch: 6 of the 27 already have a visit booked for another reason. I kept them in the list, but you may not want to text them. Source: CRM and booking system.

K

Kate 8:12 AM

@Maito drop those 6, send the other 21 in batches of 11 and 10 tomorrow.

Maito APP 8:13 AM

Updated: 21 customers, 11 tomorrow and 10 Wednesday. I'll show you the final texts before the first batch goes out.

Example complete

How to set it up

What it won't do

It only knows what your CRM records. If a service date isn't logged, that customer won't show up as due.

Questions