Automated check‑in emails reach clients who haven’t responded in 90 days, helping you win them back without extra work.
Key Facts
- 1Finds contacts with no activity for 90 days
- 2Writes a personal “how’s everything going” email
- 3Sends the email on a schedule you set
- 4You can pause or edit the task anytime
The Problem
You spend time chasing leads that go quiet. When a client doesn’t reply for weeks, you risk losing them forever. Manual follow‑ups are tedious and often get forgotten.
For a small business like a dental office or a roofing crew, each missed reconnection is a missed chance for a new job or referral.
How It Works
The platform scans your contact list and spots anyone who hasn’t engaged in the last 90 days.
It then creates a friendly “how’s everything going” email that sounds like you wrote it, using details you provide.
You set when the email should be sent — weekly, monthly, or on a specific day — and the system delivers it automatically.
What It Means for You
Re‑engage dormant clients without hiring extra staff or spending hours writing emails.
Each win‑back message can turn a silent contact into a new project, a referral, or a repeat purchase.
Because the process runs on autopilot, you free up time to focus on the work you love.
Getting Started
Open the Scheduled Tasks section, click “Create New Task,” and type a simple prompt like “Send a check‑in email to inactive clients every month.”
Pick the day and time, choose who receives the email, and save the task.
After that, the system will handle the rest — drafting, scheduling, and sending the messages for you.
Frequently Asked Questions
How often can the email be sent?
Can I review the email before it goes out?
The Bottom Line
Automated check‑in emails turn silence into conversation, helping you win back clients who haven’t heard from you in months.
It’s a simple, low‑cost way to boost retention, increase referrals, and free up your schedule for the work that matters.