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Monthly Archives: September 2022

Past Customer Re-engagement Plan

You are missing out on growth opportunities (and "leaving money on the table") if you don't stay in touch with past customers! So how do you do it? Follow these simple steps to re-engage with past customers.

Re-engagement Plan Steps:

  1. Pull a list of past customers from the past 12-24 months.
  2. Outline the process and timeline of when you will call, email, send direct mail, etc. to that list.
  3. Implement your plan:
    1. Create the 1st email to remind the list of your capabilities and how you can help their business. 
    2. Create a call script for how to follow up with them
    3. Develop any creative needed for direct mail - case studies, personal note, gift, etc. 
  4. Track results with email open rate, responses, clicks, direct mail delivered, etc. 



Calendar Overview

What is it?

  • A visual way to show your initiatives, events and communications in relationship to your Ideal Target’s mindset and relevant seasonality. 

Start with the Journey Map Calendar View

  • It shows your Ideal Target’s mindset during relevant seasonality and includes major activities, events, holidays, etc.
  • If your Ideal Target isn’t impacted by the calendar, use a simple excel file with columns by week or month

Add to the Journey Map Calendar View to create the Calendar Overview

  • Major activities, events, and initiatives
  • Use color blocks to show when the activity is happening in the market

Journey Map Calendar View

  • Shows mindset and seasonality if it’s relevant for your Ideal Target


Calendar Overview

Add to the Journey Map Calendar View to create the Calendar Overview

  • Add major activities, events, and initiatives

  • Use color blocks to show when the activity is happening in the market

Types of Information to Include:

  • Product Launches, Initiatives and Campaigns

  • Marketing Activities (Advertising, Digital & Social, Events, etc.)

  • Customer Activities (Key meetings, customer appreciation, etc.)

  • If messaging changes, use different colors for the color blocks

Calendar Overview - Example