MEADOW CREEKADVISORY GROUPBook a systems audit

Sales · Agent 04

Retention Agent

Keeps members and past customers coming back on schedule.

How it works

  1. 01

    Tracks each customer's next visit or renewal date

  2. 02

    Books recurring work into open days on the calendar

  3. 03

    Sends renewal notices with a one-tap payment link

  4. 04

    Reaches out to past customers who haven't been back

Weekly summary

Repeat visits booked: 64

Renewals processed: 31

Past customers re-engaged: 18