Marketing and Sales Templates

Ready-to-deploy templates and campaigns designed to bring in new customers and dilute your single-customer risk.

How to Use This Vault

This is a toolbox, not a textbook.

Every template here is fill-in-the-blank. Anywhere you see [BRACKETS], put in your own details. Anywhere you see ____________, write your answer.

You do not need to use them all at once. Start with the one that fixes your biggest problem today.

Here is a simple way to choose:

• If one or two customers make up a big chunk of your revenue, start with Cold Outreach and Referral Request.
• If you have a long list of past customers who went quiet, start with Past-Customer Reactivation.
• If you win work but lose it later, start with the Welcome Sequence and the Review Request.
• If you have no idea what your sales team did last week, start with Pipeline Stages and the Weekly Sales Scorecard.

Why buyers care about this

A buyer is not only buying your profit. They are buying the odds that your profit keeps coming after you leave.

Two things make those odds look good to a buyer:

1. Customers come from a system, not from you. If new business shows up because you know everybody, a buyer worries it walks out the door with you.
2. No single customer can sink the ship. This is called customer concentration. It means too much of your revenue comes from too few customers. Many buyers start to worry when one customer is more than about 10–15% of revenue. The exact line varies by buyer and industry.

Every template in this vault pushes on one or both of those. Written, repeatable marketing and sales is something you can hand to a buyer. A wider customer base is something they will pay more for.

One more thing. Laws on email, texting and calling (like the CAN-SPAM Act and the TCPA in the U.S.) apply to some of these campaigns. Check the rules for your state and industry, and ask your attorney if you are not sure.

Template 1: Ideal Customer Profile

Your Ideal Customer Profile (ICP) is a one-page picture of the customer you want more of. It tells you who to chase and who to skip.

Most owners never write this down. So their marketing talks to everyone and lands with no one.

Fill this in for your best type of customer. Not your biggest. Your best: the ones who pay well, pay on time, are easy to work with, and stay.

Section A: Who they are

• Type of customer (business or household): ____________
• Industry or category: ____________
• Size (revenue, employees, square footage, home value, or similar): ____________
• Location / service area: ____________
• Who makes the buying decision (title or role): ____________
• Who else influences the decision: ____________

Section B: What they need

• The main problem they hire us to solve: ____________
• What happens to them if that problem is not solved: ____________
• What they have tried before that did not work: ____________
• The result they want most: ____________

Section C: How they buy

• How they usually find a company like ours: ____________
• What triggers them to buy (an event, a season, a breakdown, a new budget): ____________
• How long it usually takes from first contact to a yes: ____________
• What they compare us against: ____________
• Their top three buying reasons, in order:

  1. ---

  2. ---

  3. ---

Section D: What they are worth

• Average first purchase: ____________
• Average yearly spend: ____________
• How long they usually stay: ____________
• Rough lifetime value (yearly spend × years they stay): ____________
• Gross margin on their work: ____________

Section E: Red flags (customers to avoid)

• They only buy on price: - [ ] Yes - [ ] No
• They pay late or argue invoices: - [ ] Yes - [ ] No
• They need work we are not set up to do well: - [ ] Yes - [ ] No
• Other red flag: ____________

Section F: One-paragraph summary

Write it like this:

“Our ideal customer is a [TYPE OF CUSTOMER] in [LOCATION] with [SIZE]. They come to us when [TRIGGER]. Their biggest problem is [PROBLEM], and what they want most is [RESULT]. They usually find us through [CHANNEL]. They spend about [AMOUNT] a year and stay about [YEARS].”

Your paragraph:

Concentration tip: Look at your top three customers. Are they all the same kind of customer? If yes, write a second ICP for a different customer type you could serve well. Two strong customer types are safer than one.

Template 2: Offer One-Pager

An offer is what you sell, who it is for, what it costs, and why someone should say yes now.

This one-pager is for your team, your website, and your proposals. If your salespeople describe your offer five different ways, this fixes it.

[YOUR COMPANY NAME] — [OFFER NAME]

Who it is for: [DESCRIBE THE IDEAL CUSTOMER IN ONE LINE, FROM YOUR ICP]

The problem it solves: [ONE OR TWO SENTENCES ON THE PAIN THEY FEEL TODAY]

The result they get: [ONE OR TWO SENTENCES ON WHAT LIFE LOOKS LIKE AFTER]

What is included: - [ITEM OR SERVICE 1] - [ITEM OR SERVICE 2] - [ITEM OR SERVICE 3] - [ITEM OR SERVICE 4]

How it works (the steps): 1. [STEP 1 — e.g., free assessment] 2. [STEP 2 — e.g., written plan and price] 3. [STEP 3 — e.g., we do the work] 4. [STEP 4 — e.g., follow-up and ongoing care]

Price: [PRICE OR PRICE RANGE] — [ONE-TIME / MONTHLY / ANNUAL]

Payment terms: [e.g., 50% deposit, balance on completion / monthly by card / Net 30]

Guarantee or promise (only if you truly offer one): [YOUR GUARANTEE IN PLAIN WORDS — have your attorney review the wording]

Why us instead of someone else: - [REASON 1] - [REASON 2] - [REASON 3]

Proof: [A REAL REVIEW, TESTIMONIAL, CERTIFICATION, OR NUMBER OF JOBS COMPLETED — use only true facts you can back up]

Reason to act now (only if it is real): [e.g., seasonal schedule fills up / price changes on DATE / limited install slots this month]

Next step: [e.g., Call NUMBER / Book at LINK / Reply to this email]

Recurring revenue tip: If you can, add a monthly or yearly version of your offer (a service plan, a retainer, a maintenance agreement). Buyers often value steady, repeating revenue more than one-time jobs. It is one of the cleanest ways to grow what your business is worth.

Template 3: Referral Request

Your happy customers already know people like them. Most will refer you. Most owners just never ask.

The best time to ask is right after a win: the job is done, the customer is happy, and they told you so.

Referral Request Email

Subject: A quick favor, [FIRST NAME]?

Hi [FIRST NAME],

Thank you again for trusting us with [JOB OR PROJECT]. It was a pleasure working with you and [TEAM OR FAMILY].

I have a quick favor to ask.

Most of our best customers come from people like you telling a friend or colleague. If you know someone who [HAS THE PROBLEM YOU SOLVE], we would be grateful for an introduction.

You can: - Reply to this email with their name and how to reach them, or - Forward this email to them and copy me.

We will take great care of anyone you send our way. [OPTIONAL: As a thank-you, we will send you [THANK-YOU GIFT OR CREDIT] when they become a customer.]

Thanks again, [FIRST NAME].

[YOUR NAME] [TITLE], [COMPANY NAME] [PHONE]

Note: Some industries have rules about referral rewards. Check yours before offering one.

Referral Request Script (in person or by phone)

Use this at the end of a job, a check-in call, or any time a customer says something nice.

You: “[FIRST NAME], I’m really glad this worked out. Can I ask you something?”

Customer: “Sure.”

You: “Most of our best customers come from referrals. Who’s one person you know who’s dealing with [PROBLEM YOU SOLVE] right now, or might be soon?”

Pause. Let them think. Do not fill the silence.

If they name someone: “Thank you. Would you be okay with me reaching out and mentioning your name? Or would you rather introduce us by text or email?”

If they say “no one comes to mind”: “No problem at all. If someone mentions [PROBLEM] in the next few months, would you think of us?”

If they mention a business or a group (a builder, a property manager, an association): “That’s really helpful. Who’s the right person to talk to there?”

Close every time with: “Thanks, [FIRST NAME]. We’ll take great care of them.”

Referral Tracking Line

Keep a simple log so you can see where referrals come from.

Template 4: Past-Customer Reactivation Sequence (3 Emails)

Somewhere in your files is a list of people who bought from you once and then went quiet.

They already know you. They already trusted you once. Winning them back is often easier than finding a stranger.

Pull a list of customers who have not bought in [12–24 MONTHS]. Send these three emails about 3–5 days apart. Stop sending to anyone who replies or books.

Email 1 — The Check-In

Subject: It’s been a while, [FIRST NAME]

Hi [FIRST NAME],

It’s [YOUR NAME] from [COMPANY NAME]. We last [DID WORK FOR YOU / SERVED YOU] back in [MONTH/YEAR], and I wanted to check in.

How is [THE THING YOU WORKED ON] holding up?

A lot has changed on our end since then. We now [NEW SERVICE, NEW CAPABILITY, OR IMPROVEMENT — only if true].

If anything has come up, or you just want a second set of eyes on [ITEM], hit reply and let me know. Happy to help.

[YOUR NAME] [PHONE]

Email 2 — The Helpful Reason

Subject: A quick [SEASONAL / MAINTENANCE] reminder

Hi [FIRST NAME],

Quick reminder: [ONE USEFUL TIP RELATED TO WHAT YOU SOLD THEM — e.g., “most systems like yours need a check-up every 12 months to keep running well”].

Skipping it can lead to [REAL CONSEQUENCE — keep it honest, not scary].

Because you’ve worked with us before, we’d like to offer you [OFFER — e.g., priority scheduling / a returning-customer rate of AMOUNT / a free inspection with any service].

To book, just reply to this email or call [PHONE]. [OPTIONAL: Book online at LINK.]

[YOUR NAME] [COMPANY NAME]

Email 3 — The Last Note

Subject: Should I close your file?

Hi [FIRST NAME],

I’ve reached out a couple of times and haven’t heard back. No problem at all. I know life gets busy.

I don’t want to keep filling your inbox, so this will be my last note for a while.

If you’d like to [BOOK / GET A QUOTE / USE THE OFFER] before [DATE], just reply “yes” and I’ll take care of the rest.

If now isn’t the right time, that’s okay too. We’ll be here when you need us.

Thanks, [FIRST NAME].

[YOUR NAME] [PHONE]

Tip: Only make offers you are happy to honor. And include a simple way to unsubscribe in every marketing email.

Template 5: New-Customer Welcome Sequence

The first 30 days decide a lot. They decide if a new customer stays, buys again, and tells a friend.

A welcome sequence makes every new customer feel looked after, even when you are busy. It also means the experience does not depend on you personally, which is exactly what a buyer wants to see.

Send these over the first [30] days.

Welcome 1 — Day 0 (same day they buy)

Subject: Welcome to [COMPANY NAME], [FIRST NAME]

Hi [FIRST NAME],

Thank you for choosing [COMPANY NAME]. We’re glad you’re here.

Here is what happens next: 1. [NEXT STEP 1 — e.g., “Your project manager, NAME, will call you within one business day.”] 2. [NEXT STEP 2 — e.g., “We’ll confirm your start date by DATE.”] 3. [NEXT STEP 3 — e.g., “On the day, our team will arrive between TIME and TIME.”]

If you have any questions at all, contact [NAME] at [PHONE / EMAIL].

Welcome aboard.

[YOUR NAME] [TITLE], [COMPANY NAME]

Welcome 2 — Day 2 (meet the team)

Subject: Who you’ll be working with

Hi [FIRST NAME],

I wanted you to know who’s taking care of you:

• [NAME], [ROLE] — your main contact for [WHAT].
• [NAME], [ROLE] — handles [WHAT].
• Billing questions: [NAME / EMAIL].

You can reach any of us at [PHONE / EMAIL]. We usually respond within [TIME].

[YOUR NAME]

Welcome 3 — Day 7 (quick check-in)

Subject: How’s everything going?

Hi [FIRST NAME],

You’ve been with us for about a week. How’s it going so far?

If anything is not quite right, I want to know. Just reply to this email and tell me. It comes straight to [ME / NAME].

[YOUR NAME]

Welcome 4 — Day 14 (get the most out of it)

Subject: [NUMBER] tips to get the most from your [PRODUCT / SERVICE]

Hi [FIRST NAME],

A few tips our customers find helpful:

1. [TIP 1]
2. [TIP 2]
3. [TIP 3]

[OPTIONAL: Many customers also add [RELATED SERVICE OR PLAN]. Here’s how it works: [ONE LINE]. Just reply if you’d like details.]

[YOUR NAME]

Welcome 5 — Day 30 (review + referral)

Subject: One small favor

Hi [FIRST NAME],

It’s been about a month. I hope we’ve earned your trust.

If you’re happy with how things are going, would you share a quick review? It takes about a minute and helps other [CUSTOMER TYPE] find us:

[REVIEW LINK]

And if you know someone else who could use our help, we’d be grateful for an introduction.

Thank you for being a customer.

[YOUR NAME]

Template 6: Cold Outreach to Land New Accounts

This is the template that most directly fights customer concentration.

If one customer is too big a slice of your revenue, you have two ways to fix it. Grow everyone else, or shrink your dependence on that one. Landing new accounts does the first.

Cold outreach means reaching out to people who do not know you yet. It works best when it is short, specific, and about them, not you.

Step 1: Build your target list

Use your Ideal Customer Profile. List [25–100] companies or people who fit it.

Concentration tip: Aim for accounts that, once won, would each be a modest slice of your revenue. Ten mid-sized accounts are safer than one giant one.

Step 2: The Cold Email

Subject: [THEIR COMPANY] + [YOUR SERVICE IN 2–3 WORDS]

Hi [FIRST NAME],

I’m [YOUR NAME] with [COMPANY NAME]. We help [TYPE OF CUSTOMER] in [AREA] [RESULT YOU DELIVER].

I’m reaching out because [SPECIFIC REASON — e.g., “you just opened a second location” / “your buildings are the kind we service every day” / “we already work with companies like yours in AREA”].

A lot of [TYPE OF CUSTOMER] we talk to are dealing with [COMMON PROBLEM]. We fix that by [HOW YOU FIX IT, ONE LINE].

Would it make sense to have a 15-minute call next week to see if we’d be a fit?

[YOUR NAME] [TITLE], [COMPANY NAME] [PHONE]

Step 3: Cold Email Follow-Ups

Follow-up 1 (3 days later)

Subject: Re: [ORIGINAL SUBJECT]

Hi [FIRST NAME],

Just bumping this to the top of your inbox. Would a quick call on [DAY] or [DAY] work?

[YOUR NAME]

Follow-up 2 (5–7 days later)

Subject: Re: [ORIGINAL SUBJECT]

Hi [FIRST NAME],

One more idea. If [PROBLEM] isn’t on your plate right now, is there someone else at [THEIR COMPANY] who handles [AREA]? Happy to reach out to them instead.

[YOUR NAME]

Follow-up 3 (7–10 days later)

Subject: Closing the loop

Hi [FIRST NAME],

I’ll stop reaching out after this. If [PROBLEM] ever becomes a priority, I’d be glad to help. My direct line is [PHONE].

[YOUR NAME]

Step 4: The Cold Call Script

Opener (the first 10 seconds)

“Hi [FIRST NAME], this is [YOUR NAME] with [COMPANY NAME]. I know I’m calling out of the blue. Do you have 30 seconds for me to tell you why I called, and then you can tell me if it’s worth talking more?”

If yes, keep going. If no: “No problem. When’s a better time?”

Reason for the call

“We work with [TYPE OF CUSTOMER] in [AREA] to [RESULT]. I called because [SPECIFIC REASON]. A lot of the [ROLE]s I talk to are dealing with [PROBLEM 1] or [PROBLEM 2]. Is either of those on your radar?”

If they say yes — ask questions

• “How are you handling that today?”
• “What’s that costing you, in time or money?”
• “If you could fix it, what would that look like?”
• “Who else would be part of a decision like this?”

Ask for the next step

“Based on what you’ve told me, it sounds like it’s worth a closer look. Can we set up [20 MINUTES / A SITE VISIT / A FREE ASSESSMENT] on [DAY] at [TIME]?”

Common pushbacks

Close the call

“Thanks, [FIRST NAME]. I’ll send a calendar invite for [DAY/TIME] to [EMAIL]. Talk then.”

Step 5: Daily Outreach Target

Cold outreach is a numbers game. Set a small daily habit and protect it.

• New contacts reached per day (emails + calls): ____________
• Follow-ups sent per day: ____________
• Meetings booked per week (goal): ____________
• Who owns this task: ____________
• Time block on the calendar: ____________

Template 7: Proposal Template

A clear proposal wins more work and causes fewer arguments later.

It also creates a paper trail. When a buyer looks at your business, a stack of consistent, signed proposals shows you have a real sales process.

[COMPANY NAME] Proposal

Prepared for: [CLIENT NAME], [CLIENT COMPANY] Prepared by: [YOUR NAME], [TITLE] Date: [DATE] Proposal valid until: [DATE]

1. Your Situation

[IN 2–4 SENTENCES, REPEAT BACK WHAT THEY TOLD YOU. Use their words. Show you listened.]

2. What You Want

[THE RESULTS THEY SAID MATTER MOST]

• [GOAL 1]
• [GOAL 2]
• [GOAL 3]

3. Our Recommendation

[ONE SHORT PARAGRAPH: WHAT YOU PROPOSE AND WHY IT FITS THEIR GOALS]

4. Scope of Work

What is included: - [DELIVERABLE 1] - [DELIVERABLE 2] - [DELIVERABLE 3]

What is not included: - [EXCLUSION 1] - [EXCLUSION 2]

5. Timeline

6. Investment

Option A — [NAME, e.g., Essential]: [PRICE] [WHAT IS INCLUDED]

Option B — [NAME, e.g., Recommended]: [PRICE] [WHAT IS INCLUDED]

Option C — [NAME, e.g., Premium / Ongoing Plan]: [PRICE PER MONTH OR YEAR] [WHAT IS INCLUDED]

Giving two or three options lets the customer choose how to say yes, instead of choosing yes or no.

7. Payment Terms

[e.g., DEPOSIT %, PAYMENT SCHEDULE, ACCEPTED PAYMENT METHODS, LATE FEES]

8. Why [COMPANY NAME]

• [REASON 1]
• [REASON 2]
• [REASON 3]

[OPTIONAL: A REAL TESTIMONIAL, WITH PERMISSION FROM THE CUSTOMER]

9. Next Steps

1. Choose your option and sign below.
2. [DEPOSIT / PURCHASE ORDER / KICKOFF CALL].
3. We begin on [DATE].

10. Acceptance

Option chosen: ____________

Client signature: ____________ Date: ____________

Printed name and title: ____________

[COMPANY NAME] signature: ____________ Date: ____________

Have your attorney review your standard terms and conditions before using this as a binding agreement.

Template 8: Proposal Follow-Up Sequence

Many deals are not lost to a competitor. They are lost to silence.

A proposal that goes out with no follow-up often just sits in an inbox. This sequence keeps it moving, politely.

Follow-Up 1 — Day 1 (confirm they got it)

Subject: Your proposal from [COMPANY NAME]

Hi [FIRST NAME],

I just wanted to make sure the proposal came through okay. It’s attached again here for easy reference.

Is there anything you’d like me to walk you through?

[YOUR NAME]

Follow-Up 2 — Day 3 (answer questions)

Subject: Any questions on the proposal?

Hi [FIRST NAME],

When people review a proposal like this, they usually have questions about [COMMON QUESTION 1] or [COMMON QUESTION 2].

Happy to jump on a quick call to go over anything. Does [DAY] at [TIME] work?

[YOUR NAME]

Follow-Up 3 — Day 7 (add value)

Subject: Something that might help

Hi [FIRST NAME],

I was thinking about your project and wanted to share [A USEFUL RESOURCE, TIP, OR ANSWER TO A CONCERN THEY RAISED].

Let me know if you have any questions as you decide.

[YOUR NAME]

Follow-Up 4 — Day 12 (check the timeline)

Subject: Timing on [PROJECT NAME]

Hi [FIRST NAME],

Just checking in on timing. To hit your target of [DATE], we’d need to get started by [DATE].

Where are you in your decision?

[YOUR NAME]

Follow-Up 5 — Day 20 (the honest close)

Subject: Should I close this out?

Hi [FIRST NAME],

I haven’t heard back, so I’m guessing the timing or fit isn’t right just now. That’s okay.

Would you let me know which of these is closest?

1. Still interested, just busy.
2. Went another direction.
3. Not a priority right now.

Just reply with a number. It helps me know whether to follow up or give you space.

[YOUR NAME]

Follow-Up by Phone (any time after Day 3)

“Hi [FIRST NAME], it’s [YOUR NAME] from [COMPANY NAME]. I’m calling about the proposal I sent on [DATE]. I wanted to see if you had any questions, and where things stand on your end.”

If they’re stuck: “What would need to be true for this to be a yes?”

Template 9: Review Request Message

Reviews help strangers trust you before they ever call. They also show a buyer that customers are happy, in public, in their own words.

Ask every happy customer. Make it easy. Send the link.

Text Message Version

“Hi [FIRST NAME], it’s [YOUR NAME] from [COMPANY NAME]. Thanks again for choosing us for [JOB]. If you were happy with our work, would you mind leaving a quick review? It really helps a small business like ours: [REVIEW LINK]”

Email Version

Subject: How did we do, [FIRST NAME]?

Hi [FIRST NAME],

Thank you for choosing [COMPANY NAME] for [JOB OR PROJECT].

Would you take one minute to share how it went? Your review helps other [CUSTOMER TYPE] decide who to trust.

[LEAVE A REVIEW — LINK]

And if anything wasn’t right, please reply to this email instead. I want to hear about it and make it right.

Thank you, [YOUR NAME] [COMPANY NAME]

In-Person Ask

“[FIRST NAME], I’m glad you’re happy with how it turned out. Would you be willing to share that in a quick review? I’ll text you the link right now so it’s easy.”

Reminder (send once, 3–5 days later, only if no review)

“Hi [FIRST NAME], just a friendly reminder in case the review link got buried: [REVIEW LINK]. No worries if you’re busy. Thanks again!”

Rules to follow:

• Ask every customer the same way. Do not only ask the ones you expect to be happy. Some review sites ban that.
• Do not pay for reviews or offer rewards for positive ones. Check each review site’s rules.
• Reply to every review, good or bad, politely and quickly.

Template 10: 90-Day Marketing Calendar

Marketing that happens “when there’s time” never happens.

This calendar turns marketing into a weekly habit. Fill it in once a quarter. Assign an owner to every line. Review it in your weekly meeting.

Quarter: [Q__ YEAR]

Main goal this quarter: [e.g., Add X new customers / Book X new service plans / Lower top customer to under X% of revenue]

Main offer this quarter: [FROM YOUR OFFER ONE-PAGER]

Budget this quarter: [AMOUNT]

Month 1: [MONTH]

Month 2: [MONTH]

Month 3: [MONTH]

Ongoing every week

• Welcome sequence running for every new customer
• Review request sent after every completed job
• Proposal follow-ups sent on schedule
• Weekly Sales Scorecard filled in (Template 12)

End-of-quarter results

Template 11: Sales Pipeline Stages

A sales pipeline is the path every deal travels, from first contact to signed customer.

When stages are written down, everyone on your team means the same thing when they say “hot lead.” You can see where deals get stuck. And you can forecast revenue instead of guessing.

A buyer will also ask to see your pipeline. A clean, defined one tells them sales can run without you.

Define Your Stages

Fill in each stage for your business. The examples are a starting point. Change them to fit how you really sell.

Qualifying Questions (to move from Stage 1 to Stage 2)

• Do they match our Ideal Customer Profile?
• Do they have a real problem we solve?
• Is there a reason to act in the next [90] days?
• Are we talking to the decision maker, or can we reach them?
• Is the likely budget in our range?

Lost-Deal Reasons (pick one every time)

• Price
• Chose a competitor
• Timing / not a priority
• No budget
• Not a fit for us
• Went silent
• Other: ____________

Write the reason down every single time. After a few months, the pattern tells you what to fix.

Simple Pipeline Value Forecast

Weighted value is a rough guide, not a promise. Update your win chances as you collect real data.

Template 12: Weekly Sales Scorecard

What gets measured gets managed. This scorecard takes about ten minutes a week and shows you if sales is healthy before the bank account does.

Fill it in every week. Review it in your weekly meeting. Keep every week on file. Over time, this history becomes proof to a buyer that your sales engine is steady and repeatable.

Week of: [DATE] Filled in by: [NAME]

Activity (what we did)

Pipeline (what is moving)

Results (what we won)

Simple ratios

• Close rate (deals won ÷ proposals decided): ____________%
• Average deal size (dollar value won ÷ deals won): ____________
• Lead to customer rate (deals won ÷ new leads): ____________%

Concentration check (monthly is fine)

• Largest customer’s share of revenue, last 12 months: ____________%
• Top 5 customers’ share of revenue, last 12 months: ____________%
• Is the largest customer’s share going down? - [ ] Yes - [ ] No

Notes

• Biggest win this week: ____________
• Biggest problem this week: ____________
• One thing we will do differently next week: ____________

Putting It All Together

Here is a simple order to roll these out:

1. Week 1: Fill in your Ideal Customer Profile and Offer One-Pager. Everything else builds on them.
2. Week 2: Write your Pipeline Stages and start the Weekly Sales Scorecard.
3. Week 3: Load the Welcome Sequence and Review Request so every new customer gets them.
4. Week 4: Launch Past-Customer Reactivation for quick wins.
5. Month 2: Start Cold Outreach and Referral Requests to land new accounts.
6. Every quarter: Plan with the 90-Day Marketing Calendar.

None of this is complicated. The hard part is doing it every week.

And that is the point. A business that wins customers on a schedule, from a written system, with no single customer holding too much power, is a business a buyer trusts. Trust is what they pay for.

Customer concentration is one of the factors that moves your value score in Valuexus, so as these campaigns bring in new accounts, keep an eye on your number.

Do this today

• Pick the one template that fixes your biggest problem right now.
• Fill in the brackets.
• Put a name and a date next to it.