A clear plan for your existing customer list
You already have customer relationships. We help organize a way to reconnect with eligible past customers without replacing your CRM or buying ads.
Find the right groups
Organize your provided customer export and identify dormant segments based on the data available.
Prepare the outreach
Receive three campaign plans with draft email and SMS copy that your business can review and adapt.
Follow up and measure
Use a simple schedule and tracker to record replies, appointments, and booked revenue.
How the setup works
A straightforward handoff from purchase to a campaign your team can review and launch.
1Purchase and onboard
Pay the one-time $149 price through Stripe. We contact you with instructions and the details needed to start.
2Share and review
Provide an export from your CRM, invoicing system, or spreadsheet. Review the proposed segments, messages, offer, and booking destination.
3Launch through your tools
Your business sends approved messages through its existing compliant email or SMS platform and tracks the responses.
Your customer relationships stay in your control. Your business decides who can be contacted, obtains any required permission, honors opt-outs, and is responsible for lawful messaging. ClientLoop provides the setup, materials, and tracking template.
Sample / fictionalSee the setup before you buy.
Explore a fictional HVAC customer list, three campaigns, email and SMS copy, follow-ups, suppression examples and a results tracker. Every record and result is invented for demonstration.
View the HVAC sample package