Win-back check-ins

Sunrise Plumbing (sample) · Thursday, October 15, 2026

2Check-ins drafted

1Due for service

1Lapsed, high value

0Lapsed, other

7Skipped

Drafted for your approval (highest priority first)

Customer	Segment	Last service	Type	Lifetime value	Score	Reason
Marcus Johnson (Denver)	Due for service	Aug 2023	Water heater replacement	$2,650	86	It's been about 3 years since we installed your water heater.
Nina Rossi (Wheat Ridge)	Lapsed, high value	Dec 2021	Repipe	$9,400	70	It's been about 5 years since we were last out for your repipe.

Score is a simple heuristic (up to 40 for lifetime value, 30 for time away, 30 if a service is due), not a prediction.

Customer	Last service	Why
Grace Kim (Aurora)	Nov 2024	Has an unpaid balance of $875.00 on invoice 1038; collect that first
Helen Ortiz (Lakewood)	Jan 2025	Has an unpaid balance of $320.00 on invoice 1041; collect that first
Raj Patel (Englewood)	Oct 2022	Has an unpaid balance of $450.00 on invoice 1047; collect that first
Debbie Walsh (Denver)	Mar 2025	No email on file (phone (303) 555-0116)
Owen Fischer (Golden)	Sep 2024	Has an unpaid balance of $1,180.00 on invoice 1046; collect that first
Sara Lindqvist (Denver)	Jun 2025	Marked do not contact
Jamal Wright (Denver)	Aug 2025	Not lapsed: job J2090 on Oct 10, 2026

3 customer(s) were served in the last 12 months and aren't lapsed.
Each customer gets at most one check-in every 120 days.
Seasonal note included this month: "With freezing nights coming, it's a good time to disconnect hoses and check outdoor faucets and exposed pipes."
No offer or discount was included (none is configured).

Generated Oct 15, 2026 01:06 AM MDT by Agent Army Suite. Drafts wait for your approval; nothing was sent automatically unless your policy allows it.