Paste, then add each customer's name, the job and when
After you paste it, swap the parts in [brackets] for your own details.
How to use it
- List who to write to: customers from the last two years, quotes from the last six months, and any job that needs a yearly check-up. Twenty names is plenty.
- Copy the prompt and paste it into your AI assistant, then add each customer's name, what you did for them and when.
- Send five a day, by text or email, whichever they use. Read each one before it goes and add a line only you could write. When someone answers, reply the same day.
- Write down who answered. Next slow season, you start with a warm list.
One note for Canada: anti-spam rules (CASL) generally cover people who bought from you in the last two years or asked for a quote in the last six months, and every message needs your business name, your contact details and a way to opt out. That's why the list in step 1 stops where it does. Check the rules for your own case.