Workshop · 2 hours · Any size sales team

Repeat Business Workshop

Two hours. Every salesperson reaches past customers before they leave.

Your easiest sale is to someone who already bought. Your whole team sets up three AI assistants on their own customer list, sends real check-ins in the room, and keeps a simple monthly habit so past customers hear from you first.

Start with a free Check

01Three assistants, one job each

Repeat FinderSweeps your past customers for who's due now, due soon or lapsed, and what that work could be worth.First Monday of the month
Check-in WriterDrafts a short, personal check-in email and text.Every due customer
Renewal WriterDrafts a clear, honest renewal reminder.Every plan coming up

Each salesperson builds them in the AI account they already use. The assistants only find and draft; your people decide what gets sent.

02How the two hours go

BlockWhat happensResult
Start25 minSafe data rules, and a quick look at the one page about your business that your assistants readReadyaccounts open, lists saved
Find30 min + breakEveryone runs the Repeat Finder on their own 20 to 50 past customersTeam totalcustomers due, your before number
Check in30 minDraft, edit and send check-ins to the top due customers3 eachcheck-ins sent live
Renew20 minDraft and send reminders for plans or contracts coming up1 eachreminder sent live
Habit10 minAgree the monthly sweep and who reports the number15 mina month, per person
Messages go out in the room

Nobody leaves with homework. By the end, every salesperson has sent real check-ins they wrote and approved.

03What your team keeps

  • All three assistant setups, in their own accounts
  • Your filled-in team pack: one page about your customers and what a repeat job is worth
  • A due list for every salesperson
  • A simple monthly routine

04What it isn't

  • No new software and no login to your CRM
  • No customer phone numbers, emails or addresses
  • Nothing sent without the salesperson's okay
  • Not sales skills training: it's tools for customers you already have

05Then we check it worked

30 daysA free 20-minute check-in with you, the leader
RerunA few days before, your team reruns the Finder and counts replies and booked work
CompareYou see your new number next to your first one, and which customers came back and which are still due.

06Who it's for

Home servicesMaintenance plans, seasonal tune-ups, older systems near replacement, past one-time customers. If your software already sends automatic reminders, this adds the personal check-in.
SoftwareCustomers coming up on renewal, and accounts that went quiet after onboarding. Works best where salespeople own renewals.

To book a Workshop or ask a question, email arin@builtbyarin.com.

Free · 45 minutes · For sales leaders

Not sure yet? Start with the Repeat Business Check

Which of your past customers are due right now?

Most teams wait for past customers to call, and nobody owns the list of who's due. In 45 minutes, we find out using 20 to 30 of your real past customers, labels only, no names. You leave with one number and one message ready to send.

45 minOne video call
2 peopleYou and whoever owns past customers
20 to 30Past customers, labeled A, B, C
$0Nothing to install or buy
What counts as due. A customer is due when they're past their usual service interval, or when a plan or contract renews in the next 60 days. We use your intervals, not ours.
Day beforeYour listIf you can, send 20 to 30 past customers ahead, labeled Customer A, Customer B and so on: the last job, roughly when, roughly what it was worth, any plan or contract. Or paste them in the chat when we start.
15 minThe sweepI run an AI assistant on your list, live on my screen. It sorts them into due now, due soon, lapsed or not yet, and we walk through it together.
10 minOne check-inWe draft a message for one due customer. You judge whether they'd be glad to get it.
10 minThe mathWe look at what the due work could be worth across all your past customers.

Your data stays safe

  • Customer labels (A, B, C), dates and rough values only, no names
  • No phone numbers, emails or addresses
  • No login to your CRM or other systems
  • Nothing is sent during the call

Book a free Check(opens TidyCal)

Take it with you

Questions? Email arin@builtbyarin.com. More workshops at /workshops.

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