The easiest jobs you'll book this year are already in your customer list.
Database reactivation means reaching back out to customers you've already served: the ones due a tune-up, the lapsed maintenance plans, the quotes that went quiet. Cita messages them by text or email in your company's name, handles the replies and books the ones who are ready.
Why past customers are the easiest win
They already know you, they've already let you into their home and you already have their number. Yet most companies spend their marketing budget on strangers while past customers sit in the CRM untouched.
Who we reach out to
- Customers due annual service: tune-ups, inspections, gas log and heater checks.
- Maintenance plan members who didn't renew.
- Quotes for repairs or replacements that never closed.
- Customers you haven't seen in a year or more.
How it works
- We pull the list from your customer records and clean it. Duplicates, bad numbers, anyone who asked not to be contacted and anyone already booked all come out.
- You approve the message. It's written in your company's voice for that group of customers, and nothing goes out until you've said yes.
- We send in batches, by text or email, so your office isn't swamped.
- Cita's SMS agent handles the replies, answers questions and books the visit into Housecall Pro or GoHighLevel, or hands the customer to your team.
- Anyone who isn't interested, or asks us to stop, comes off the list straight away.
Reactivation by hand vs with Cita
| Your office, by hand | Cita | |
|---|---|---|
| Who sends | A CSR, when they have time | Planned batches |
| Replies | Pile up in someone's inbox | Answered straight away |
| List cleaning | Usually skipped | Done before anything goes out |
| Carrier registration for texting | Often missing, so texts get blocked | Done as part of setup |
| Tracking | A spreadsheet, if anyone keeps it | Who replied, who booked, who said no |
Done in your name, on your rules
Every message goes out in your company's name and only to your own customers. We check opt-outs before anything is sent, register your texting with the carriers and follow your rules on what can be offered.
For fuel dealers: the booking portal
If you run a propane or heating oil business, reactivation often means annual service. The booking portal lets those customers pick their own visit on the days you set for their area.
Quotes that went quiet
Open estimates are a special case. Estimate follow-up chases every open quote until it's a yes or a clear no.
How setup works
- A short call on which customers to reach and what you want to offer them.
- We pull and clean the list, write the messages and set up texting.
- You approve the messages and the first batch.
- You're live in about a week.
Wake up your customer list
Book a call with the team to try AI in your business.
What owners ask us.
Who do you message?
Only your own customers, from your own records. We check opt-outs before anything goes out, register your texting with the carriers and stop messaging anyone who asks.
How many customers can we reach at once?
As many as you like, sent in batches your office can handle, so replies and bookings don't all land on the same afternoon.
What if a customer asks something the agent can't answer?
It passes the conversation to your team with the details, and your office picks it up from there.
Does it work with my CRM?
We pull lists from GoHighLevel, Housecall Pro and Cargas today. If you use something else, we check what it allows before we promise anything.
How much does it cost?
It depends on the size of your list and how often you run it. We go through it on a short call with the team.
How long does setup take?
About a week from the first call. Carrier registration for texting sometimes takes longer, and we'll tell you on the first call if yours will.
Related pages.
Estimate follow-up
Every open quote followed up by text until it's a yes or a clear no.
Learn moreBooking portal for fuel dealers
Customers book their own annual service on the days you set for their area.
Learn moreMissed call text back
Anyone whose call you miss gets a text within seconds, and a real conversation.
Learn moreSee what Cita can do
for your business.
Book a 15-minute demo and see how AI agents can recover revenue, save time, and handle your calls.