Winback

Turn old customers into new jobs with a daily winback list.

Old customers do not always need a discount. They need the right reminder at the right time.

Found Money Today

$1,010

Example opportunity value sitting in people worth contacting today.

Example

Old customers

$650

Seasonal service

$260

Notes

$100

Scripts ready

7

1

Past customer may need seasonal maintenance.

Script ready. Copy, send, and log the result.

2

Past customer may need touch-up work.

Script ready. Copy, send, and log the result.

3

Annual carpet cleaning customer is due.

Script ready. Copy, send, and log the result.

4

No-show appointment needs recovery message.

Script ready. Copy, send, and log the result.

How do I turn old customers into new jobs?

Turn old customers into new jobs by importing past customers, identifying who is due for service, sending a specific reminder, and logging the result. Daily Sales Copilot makes those winback actions visible each morning.

Old customer lists collect dust

Spreadsheets and exports do not create action by themselves.

You do not know who is due

Without last service and interval, every old customer looks the same.

Winback copy is too broad

Mentioning the service they booked makes the message feel relevant.

No feedback loop

Booked, later, no reply, and not interested should update your next step.

How Daily Sales Copilot turns this into action

The goal is not more software busywork. It is a daily money list, a ready message, and a result logged.

1

Add a little real business data

Import a customer list, paste notes, connect Gmail, or Quick Add a lead, job, customer, or reminder.

2

Daily Sales Copilot builds the list

Open leads, due rebooks, review asks, slow-day gaps, and old estimates become one ranked Money List.

3

Send the ready-made message

Copy a text, open SMS or email, and message the people most likely to turn into work.

4

Log what happened

Booked jobs update revenue, review asks, follow-ups, and future rebook reminders.

Examples inside the product

Import old customers

Use CSV or paste import to bring in names, phones, emails, service, and amount.

Find due customers

Copilot uses service dates and intervals to surface rebook opportunities.

Send winback scripts

Copy friendly messages that sound like a service reminder, not spam.

Create future reminders

If they say later, the next follow-up is not forgotten.

Scripts you can actually send

Copilot keeps scripts short, specific, local, and tied to the action in front of you.

Try a free generator

Old customer winback

Hey {{name}}, it has been a while since we handled {{service}}. Want me to send over a couple openings?

Seasonal winback

Hi {{name}}, this is a good time to get {{service}} back on the list. Want a quick quote or opening?

Not another CRM.

Old export

Contains possible money but no priority or next action.

Daily Sales Copilot

Turns old rows into Found Money, scripts, and logged outcomes.

Simple pricing for local service businesses.

Start with the daily Money List. Upgrade when you want more imports, saved scripts, and rebook reminders.

Start simple. Upgrade when your lead list grows.

Starter

$19/month

For solo operators who want one clear daily follow-up list.

  • Daily Money List
  • Found Money tracker
  • Lead, job, and customer logging
  • Review and rebooking reminders
  • Suggested follow-up messages
  • Basic Content Studio
  • Lead capture link
  • Weekly money report

Growth

$49/month

Growth

For operators who want more imports, saved scripts, and rebook reminders.

  • Everything in Starter
  • CSV and paste imports
  • More follow-up scoring
  • More scripts, content, and rewrite support
  • Saved content history
  • Advanced rebooking suggestions
  • Setup support
  • More connected-source capacity

Questions people ask

Can I upload old customers before paying?

Yes. Free trial users can import a limited batch to see value.

What should I say to old customers?

Mention their previous service and offer an easy next step.

Should I offer a discount?

Not necessarily. Start with timing, service value, and availability.

Can I track who says later?

Yes. Log follow up later and set a date.

Can this feed Found Money?

Yes. Rebookable old customers can count toward Found Money.

Build your first money list.

Add a few leads or past customers and see who is worth contacting today.

Create My Money List