Check-ins for regular accounts
Spot a drifting account months before the year-end numbers do. The regulars who've gone quiet land on a short list each week, with a check-in drafted.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
A normal rhythm set per account
For each regular customer we note roughly how often they usually order, book or get in touch. Weekly for some, quarterly for others.
- 02
Activity checked every week
Jobs, orders, invoices and messages are compared with that rhythm, so a drop shows up after a few weeks instead of a few months.
- 03
Each account marked green, amber or red
Based on the drop, any recent complaints or callbacks, and unpaid invoices, with the reason written next to it.
- 04
A drafted check-in for each quiet account
A short note that mentions something real, like their last job or a busy season coming up, rather than a generic "just checking in".
- 05
A one-page review for the biggest accounts
Each quarter: work done, spend, issues fixed and anything coming up, ready to send or take to a meeting.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
You or your account manager decide who to contact and send every check-in personally. We only find the accounts and draft the note.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Your best accounts, like the property manager who sends you twenty jobs a year or the builder who orders every week, rarely leave with a bang. They just send a bit less, then less again. Nobody notices until the year-end numbers, and by then they've found someone else.
What we build
- A normal rhythm set per account
- Activity checked every week
- Each account marked green, amber or red
- A drafted check-in for each quiet account
- A one-page review for the biggest accounts
A month in
You hear about a drifting account while there's still time to win it back, not at year-end. Your biggest customers get a quarterly review nobody had to build from scratch.
Quiet isn't always bad
Some accounts only call in spring. Some only get in touch at the annual review. We set each account's normal rhythm with you, so the list doesn't fill up with customers who are perfectly happy.
It's also worth knowing which side went quiet. If they stopped ordering, that's a risk. If you stopped calling them, that's an easier fix. The weekly list shows both.
FAQ
We don't have a CRM. Will this still work?
Yes. Order and job history from your accounting or job software is usually enough to see which accounts have gone quiet. A CRM helps, but you don't need one.
Will customers feel watched?
No. All a customer sees is a friendly check-in from someone they know, sent by a person. Nothing about how accounts are scored is ever shared with them.
More for customer service
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Bring this one to a free live build.
Thirty minutes on check-ins for regular accounts. We build its elf with you, live, and you keep it.