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 reconnect with past customers.

Step‑by‑Step Re‑engagement Process

1. Identify who to reach out to
   Pull a list of clients you haven’t heard from in the last 12–24 months.

2. Set your outreach timeline
   Decide when you’ll contact them (email, direct mail, follow-up calls) and create a timeline.

3. Implement the plan

   • Write the 1st email to remind the list of your capabilities and how you can help their business.

   • Draft a call script for how to follow up with them

   • Prepare a call script for follow‑ups.

   • Develop any creative needed for direct mail – case studies, personal note, gift, etc.

4. Track performance
   Monitor what matters, like email open rates, responses, clicks, direct mail delivered, etc., and use the insights to adapt your next outreach.

Re‑engaging past customers doesn’t have to be complicated. This clear, repeatable process helps you stay connected, recover missed opportunities, and keep your pipeline full.