Lapsed-client recall agent
Pulls clients who haven't booked in X weeks, segments by reason, drafts the right recall message for each (gentle for grief, direct for routine).
Fill in the Template
2 / 5 filledYour Built Prompt
Updates live as you typeAct as my client recall agent.
List of lapsed clients (first name + what we worked on + last seen + my read of why they stopped, separated by lines): {{lapsed_list}}
My current capacity: Healthy — room for a few more
Discipline: Physio
Reason for the recall round (winter check-in, NDIS plan reset, quiet period, etc): {{reason}}
My first name: {{me}}
For each client on the list, return:
1. **Segment** — Hot recall (likely to book, light touch needed) / Warm (might book, value-add needed) / Cold (probably not coming back, polite close ok)
2. **Channel** — SMS, email, phone (the right one for THIS client)
3. **Draft message** — 1-2 sentences SMS / 60-90 words email. Match the tone to the why-they-stopped. Don't use 'just checking in'.
4. **Calendar action** — slot to leave open if they're likely yes, follow-up reminder for 4 weeks if no reply
At the end:
- Total expected reply rate (rough %)
- Suggested send order + cadence (don't blast all at once)
Plain English. Sensitive where it needs to be (grief, illness, life chaos).Fill in the required fields above to copy or run this prompt.
Tags
Community Feedback
0 commentsRelated Prompts
More in BusinessOpen home reminder SMS
Friendly text the morning of the open inspection so booked prospects don't forget to come.
Pricing review agent (annual)
Once-a-year deep dive on whether your pricing is keeping up. Compares your rates to market, models a price-rise scenario, drafts the announcement to existing customers.
Insurance + warranty claim agent
When something needs to go through insurance: helps decide if it's worth claiming, drafts the claim cover letter, lists the evidence to attach, manages the back-and-forth.
Materials & supplier order agent
End-of-day materials prep: lists what to order, where (best price + stock), pickup vs delivery decision, builds the order email/text for the supplier.