Flow 057 · Lapsed client check-in
Leave the door open, without the awkward email.
Clients often drift away and feel unsure about coming back. Once a month, this flow lists past clients you might check in with. You approve each name, and they get a warm, no-pressure note from you.
Try it below. Sample practice: Willow & Stone Wellness (fictional).
Sam TaylorEmail · last session June 12
DemoTap a reply to play Sam
What lands with you
Play Sam’s reply. Nothing sends until you approve the list.
0past clients reviewed
0approved by you
0came back in this demo
Sample practice and sample numbers, for illustration.
How it works
- Starts when
- Once a month, it lists past clients who haven’t booked in 90 days, or the timing you choose.
- Runs automatically
- After you approve the list, one warm check-in by email or text, a booking link, and record updates for every reply.
- Where AI helps
- Optional: sorting replies and suggesting a response for you to approve.
- Where you’re in charge
- You approve every name before anything sends. Anyone who finished treatment, was referred out or asked for no contact is never messaged.
Made for
- Practices where clients drift away between seasons of need
- Coaches and practitioners with open spots
- Anyone who wants to stay in touch without writing every email
What’s included
- A monthly list for you to approve
- Check-in wording in your voice
- Booking link and reply handling
- Do-not-contact and “doing well” respected automatically
Want this in your practice?