Topic
Retention
How businesses use texting to keep the customers they already have: renewals, check-ins, win-back campaigns, and reminders that prevent churn.
Keeping a customer usually costs far less than finding a new one, and texting is one of the cheapest ways to stay in touch. These guides cover when to reach out, what to say, and how often to send so messages feel helpful rather than like marketing noise.
46 guides in this topic
Preventing policy cancellations and lapses with better follow-up
Keeping a client is cheaper than finding a new one. Here is how to cut lapses.
·5 min readRead →
Your dead lead database is wasted money. Here is how to revive it
Old leads are money already spent. Here is how to get some of it back.
·4 min readRead →
Sales appointment no-shows: what causes them and how to fix them
Why people miss sales appointments, and the reminder process that cuts no-shows.
·4 min readRead →
Text message marketing for boutiques and clothing stores
Boutique shoppers buy relationships as much as clothes. Personal texts about new arrivals keep them coming back.
·2 min readRead →
Text message marketing for pool service companies
Pool service is recurring, seasonal and mostly invisible to the customer. Texts make the work visible and the upsells easy.
·2 min readRead →
Text message marketing for car washes
Car washes are weather-driven and membership-driven, and texting helps with both.
·2 min readRead →
How to text a customer who left a bad review
A bad review is often a customer who still wants to be heard. A careful, private text can resolve the problem behind it.
·2 min readRead →
Customer thank-you text message examples
A short thank-you text costs almost nothing and is remembered far longer than a receipt. Here are examples for every occasion.
·2 min readRead →
How to tell customers about a price increase by text
Price increases are uncomfortable to announce. A clear, respectful text with enough notice keeps most customers on board.
·2 min readRead →
Texting customers about delays and schedule changes
Customers forgive delays they hear about early. Silence is what damages trust, so tell them quickly and plainly.
·2 min readRead →
Asking for referrals by text: scripts that feel natural
Referrals come from happy customers who are asked at the right moment. These scripts keep the ask light.
·2 min readRead →
Letting subscribers choose how often and what you text them
Some people want fewer texts, not none. Giving them a choice keeps relationships you would otherwise lose.
·2 min readRead →
Asking customers for testimonials by text
A good testimonial starts with a good moment and an easy ask. Here is how to request one without being awkward.
·2 min readRead →
Re-engaging cold leads with seasonal and timely reasons to text
A reason to reach out beats a generic check-in. Use real events and keep the message about them, not you.
·2 min readRead →
Medicare Advantage Open Enrollment: a texting guide for agents (Jan 1 to Mar 31)
The enrollment rush ends in December. The follow-up work starts in January.
·5 min readRead →
Text messaging for groomers and boarding kennels: pickup alerts and rebooking
A pet owner who gets a photo of their freshly groomed dog will book the next visit before they leave.
·4 min readRead →
Preventing policy lapses with premium reminder texts
Most lapses are not decisions. They are oversights a text could have caught.
·5 min readRead →
Text messaging for financial advisors: what to check before you hit send
The problem with advisor texting is rarely the technology. It is the paper trail.
·5 min readRead →
VIP lists and loyalty texts: rewarding your best customers by SMS
A small list of your best customers can be worth more than the rest of your database combined.
·5 min readRead →
Running a simple customer referral program by text
Your best customers already know people who need what you sell. They just need a reason and an easy way to mention you.
·5 min readRead →
Asking for Google reviews by text: timing, wording and what to avoid
Happy customers rarely think to leave a review. A well-timed text is often all it takes.
·5 min readRead →
Closing the loop with leads who bought elsewhere
"We went with someone else" is the start of a different conversation, not the end of every conversation.
·4 min readRead →
Supporting clients through a claim by text
Clients rarely remember the day they bought a policy. They always remember who helped them when they had to use it.
·5 min readRead →
Welcome texts for new clients: the first 30 days after the sale
Most follow-up effort goes into leads. A little of it spent on brand-new clients pays back for years.
·4 min readRead →
Webinar and seminar reminder texts that boost attendance
Signing up takes a few seconds. Showing up takes remembering. Texts help with the second part.
·4 min readRead →
Underwriting status texts that keep life applications from falling through
A life application can take weeks. Clients who hear nothing in that time are the ones who don't take the policy.
·4 min readRead →
Solar install status texts: from signed contract to PTO
Signing the contract is not the end of the sale. For the customer, it's the start of a long wait with a lot of unfamiliar steps.
·4 min readRead →
Staying in touch with past clients by text without being annoying
Your past clients will buy and sell again, and they will refer friends. The question is whether they will think of you.
·4 min readRead →
Following up with pre-approved buyers who haven't found a home yet
The buyer you pre-approved in March is still house hunting. Whether they come back to you depends on what you did in between.
·4 min readRead →
Loan status texts: keeping borrowers calm from application to closing
Borrowers rarely panic because something went wrong. They panic because nobody told them anything.
·4 min readRead →
Birthday and anniversary texts that don't feel automated
A birthday text is the only marketing message people are pleased to receive.
·4 min readRead →
Text marketing for tutoring centers and educators
Tutoring demand spikes before exams and dies after. Texting captures the spike and keeps families through the lull.
·5 min readRead →
Text communication for senior living communities
Families tour three communities and decide over months. Staying present without pressure is the whole sales job.
·5 min readRead →
Texting for physical therapy clinics
PT outcomes depend on attendance, and attendance falls apart the week patients start feeling better.
·5 min readRead →
Text notifications for independent pharmacies
Independent pharmacies win on service. Telling people their prescription is ready is service.
·5 min readRead →
Text messaging for self storage facilities
Storage is a collections business with a gate. Texting moves payments and empties the delinquency list.
·5 min readRead →
Text messaging for independent auto repair shops
Every hour an estimate sits unapproved is a bay you can't turn. Texting gets the yes.
·6 min readRead →
Text marketing for cleaning services
Cleaning is bought on trust and cancelled over small annoyances. Texting handles the small annoyances.
·5 min readRead →
Text marketing for pest control companies
Pest control is a subscription business wearing a work truck. Texting is what keeps the recurring plans recurring.
·5 min readRead →
Cross-selling insurance policies by text
A second policy roughly doubles how long a client stays. Texting is the cheapest way to start that conversation.
·6 min readRead →
Auto insurance renewal texts that protect your book
Clients shop when a renewal notice surprises them. Getting there first is the whole game.
·6 min readRead →
Annual policy review campaigns by text
The annual review is the highest-value conversation an agent has all year, and most clients never get invited to one.
·6 min readRead →
Using texts to keep patients on their care plan
Patients do not quit care plans when they feel worse. They quit when they start feeling better.
·5 min readRead →
Text message marketing for chiropractors
Chiropractic revenue depends on patients finishing their care plan. Texting is what keeps them showing up.
·6 min readRead →
Equity mining by text: starting upgrade conversations that convert
Your best used inventory is already in your customers' driveways. Texting is how you ask for it.
·6 min readRead →
SMS marketing for gyms and fitness studios
Membership businesses live and die on retention. Texting is the cheapest retention tool you have.
·6 min readRead →