Client Re-Engagement Report

In This Article

1. Overview
2. Columns
3. Re-engaging your clients

Overview

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The client re-engagement report shows the clients who have not had a job closed in the last 12 months. You can use this report as a tool to flag which clients fall into this category so they can be re-engaged so you can win more work.

The client re-engagement report is found under Insights > Reports > Client Reports.

Columns

This report has six columns:

• Name: This is the client’s name.
• Phone #: This is the client’s primary phone number.
• Billing Address: This is the billing address for the client including street address, city, state, and zip code.
• Last Closed Job: This is the date of the client’s last completed job. It’s possible that they might have an ongoing recurring job that has yet to be closed.
• Open: Clicking the icon in this column will open the client’s profile.

Re-engaging your clients

After identifying the clients that an be re-engaged with this report, the next step is to follow-up with them. You can follow-up with your clients individually or the follow-up can be automated with our Mailchimp integration. Using Mailchimp will allow you to set up an email campaign that will target these clients.