Retain
Know what every customer holds, and when it ends
Hold each customer’s products and their dates. A renewal, the product they have not taken and a better deal when one exists each become a sequence that starts on the right day.
Retain
Hold each customer’s products and their dates. A renewal, the product they have not taken and a better deal when one exists each become a sequence that starts on the right day.
Product types are yours, not a fixed list: mortgages, loans, policies, finance agreements, service plans.
From a spreadsheet, through the API, or by hand on the customer’s page.
An opportunity you look for in your book: a product ending, a product held without another, a better deal. Each shows who is in it today.
A play can start a sequence a set number of days before a product ends, with the product’s name and end date in the message.
Each night every rated product is put beside the best rate you hold for it, with the monthly saving and a verdict.
Sam’s mortgage is fixed at 5.49% until 14 March. Six months before, the renewal sequence starts by itself, with a first email naming the product and the date. Further sequences can follow at three months and at one.
The deal check puts Sam’s rate beside the best you hold, 4.69%, and shows a saving of about £62 a month. Your message can say what switching could save, in your own words.
131 of your customers hold a mortgage and no life cover, including those who were offered it and declined. That is a play. Today’s list is one click away, on screen or as a file.
Attach a sequence and each of them hears from you once. A car dealer uses the same idea for customers whose finance ends in four months.
Fourteen days with your own data. No card needed.
Start a free trial