# Repeat Customers: Invite Them Back for Service Source: https://maito.app/workflows/invite-customers-back-for-repeat-service Maito finds customers due for their next visit, drafts an invitation with your booking link for approval and shows who replied. Weekly, in Slack. Customers due for their next visit get an invitation with a booking link, and the owner sees who replied. [Sales](https://maito.app/workflows/team/sales) · [Home services](https://maito.app/workflows/industry/home-services) · On a schedule · Updated October 19, 2026 Works with - Slack - Email - [HubSpot](https://maito.app/workflows/tool/hubspot) - [Salesforce](https://maito.app/workflows/tool/salesforce) - [Attio](https://maito.app/workflows/tool/attio) - [Pipedrive](https://maito.app/workflows/tool/pipedrive) - Calendly - Cal.com ## 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. Find customers whose service interval is coming up 2. Skip anyone with a cancelled plan or a complaint 3. Draft an invitation with the booking link 4. Stop when they book or opt out ## Example Loop run: Monday 8:00 AM · Repeat service check **Maito** (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. **Kate** (8:12 AM): drop those 6, send the other 21 in batches of 11 and 10 tomorrow. **Maito** (8:13 AM): Updated: 21 customers, 11 tomorrow and 10 Wednesday. I'll show you the final texts before the first batch goes out. ## How to set it up On a schedule Invite customers back for repeat service Ask your agent “Every Monday at 8, find customers whose last furnace service was 11 or more months ago, leave out cancelled plans and open complaints, and draft a text with our booking link for my approval in #sales.” Connect CRM - HubSpot - Salesforce - Attio - Pipedrive Connect booking system - Calendly - Cal.com Connect SMS - Twilio Not connected yet? Your agent sends you a link to sign in. ## 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 ### Which tools does it use? Your CRM (HubSpot, Salesforce, Attio or Pipedrive), a booking tool (Calendly or Cal.com) and Twilio for texts. ### Does it text customers on its own? No. It posts drafts and sends only what you approve. ### Who does it skip? Customers with an open complaint, a cancelled plan or an opt-out. It also stops messaging anyone who books. ## More sales workflows - [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call) - [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically) - [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call) - [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread) - [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review) - [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Finvite-customers-back-for-repeat-service)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)