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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).

rach_maeve3 May 2026
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Act 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).
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