Win back last year’s clients before someone else does
Every firm has clients who quietly didn’t come back: last season’s returns, lapsed policies, one-off projects. They already know and trust you. We reach out personally and bring many of them back.
- Starts with clients you already have
- Personal messages, not mass blasts
- Fast, measurable results
Clients drift away without saying goodbye
Clients rarely announce they are leaving. They just don’t book this year, often because nobody reminded them or a competitor reached them first.
We sort your past clients into clear groups, write a personal message for each one, and follow up by email, text and phone until they book or tell us why not.
5–25×
more costly to win a new accounting client than to keep an existing one.
Everything you need, handled for you
Pick the full service or the parts you need. Every item is delivered in your firm’s name.
Client list review
We find who hasn’t returned, renewed or engaged, and why that might be.
Smart segments
Different messages for lapsed, at-risk and one-time clients.
Personal outreach
Warm, specific messages that sound like you, not a newsletter.
Phone follow-up
A friendly call for your most valuable past clients.
Exit reasons
For clients who don’t return, we capture why, so you can fix it.
Win-back tracking
Who was contacted, who replied and who booked again.
Different clients, different messages
One generic email won’t bring people back. Each group gets the message that fits.
| Client group | What we send | How |
|---|---|---|
| Didn’t file with you this season | A reminder of the deadline, what you did for them last year and an easy way to book. | Email, then text, then call |
| Policy lapsed or not renewed | A coverage check-in offering to review their options, with no pressure. | Call, then email |
| One-time project clients | A useful update relevant to their business and an offer to help with the next step. | |
| Quiet clients at risk | A personal check-in from their adviser before renewal or year-end. | Call |
Four steps from first call to results
- 1
Export and review
You share a client list; we find lapsed and at-risk clients.
- 2
Plan the messages
Segments, wording and timing approved by you.
- 3
Reach out
Personal messages and calls, with replies handled quickly.
- 4
Book and report
Returning clients booked in, plus a report on why others left.
Built for licensed finance and tax firms
Questions about client reactivation
Is it OK to contact past clients?
Usually yes, within the consent and preferences they gave you. We check opt-outs and Do Not Call status before any outreach.
When is the best time to run reactivation?
Before your busy season or renewal dates, so clients have time to book.
What data do you need?
Names, contact details, last service date and service type is usually enough to start.