Skip to main content
Pricing
Try it Free

Client Appreciation & Check-Ins

What is Client Appreciation & Check-Ins?

Your past clients are your best source of future work. Staying connected after the job is done builds loyalty, keeps your name top-of-mind, and earns consistent referrals. This play ensures your business is the first call when they—or their neighbors—need help again.

The Right Audience

Homeowners you’ve served in the past 1–5 years, especially those in referral-driven neighborhoods or service types requiring ongoing upkeep. Build a custom list of past service addresses and overlay with owner-occupied criteria. Imported Customer List Owner Occupied Years Since Service

The Right Message

Keep it genuine and gratitude-based. Lead with appreciation, not an ask. Make it easy for clients to remember you, return for future work, or refer you to neighbors.

Key Themes

Show appreciation before making an ask
Position yourself as their go-to for future needs
Keep the tone personal and warm

Calls to Action

Schedule a seasonal check-up or service
Refer a friend or neighbor
Claim a loyalty or referral discount

Browse Client Appreciation & Check-Ins Templates in our Marketplace

Example Templates

Outreach Channels

Thank-you emails and seasonal check-ins work best|supported by phone|SMS|and personal notes. Holiday or milestone cards and loyalty offers add impact.

Recommended

Email
Direct Mail
Phone Outreach

supporting

SMS
Seasonal Cards/Notes

Measuring Success

Track re-engagement from past clients, referral volume, and repeat business revenue. Monitor which touchpoints (thank-you, seasonal, or referral offers) generate the strongest response.