Customer relationships and retention / Lesson R03

Reconnecting with past customers and enquiries for a useful reason

Reconnect with past customers and enquiries only when you have a reason they would recognise, such as an agreed review date, a change affecting their earlier need or a problem you've genuinely fixed. Check consent before emailing old contacts. Ask what changed since last time and start a useful conversation, not a mass 'just checking in' exercise.

By the end, you should be able to

  • Choose appropriate contacts for reconnection
  • Write a message grounded in real context
  • Separate relationship learning from marketing enrolment

A database is not a reason to message everyone

Past contact does not mean the same message is relevant forever. Review the original relationship, the person's preferences, what was discussed and whether circumstances have changed. Do not infer ongoing marketing consent merely because an email address is stored.

The Australian Government's electronic-marketing guidance explains consent, identification and unsubscribe requirements. Apply the relevant requirements to the actual message and relationship. Here is general operational guidance, not a substitute for legal advice on a particular campaign.

Find a reason the customer would recognise

A relevant reason might be an agreed review date, a requested update, a change that directly affects their previous need or a service issue you have genuinely fixed. Avoid inventing familiarity or claiming to have noticed something you have not checked.

A good test is whether you can explain the reason without mentioning your sales target. If the only reason is that the CRM says inactive, do more thinking before contacting the person.

Worked example (illustrative): two reconnection messages

A past customer postponed a project because timing was uncertain. A generic message says, "Just checking whether you need anything." A more useful message says, "When we last spoke, the project depended on your site opening date. Has that timing changed, or should we leave this for now?"

The second message gives context and an easy way to decline. It is appropriate only if the earlier discussion actually happened and contact remains suitable. It does not need an invented offer or an urgent countdown.

If the person replies with a changed need, assess fit before proposing. If they say the project is no longer relevant, update the record and stop treating it as live pipeline.

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