Win Back the Clients Who Didn't Come Back

Lost clients aren't gone — they're dormant

Most clients who don't return didn't leave for a competitor. They moved, got busy, or filed themselves once and regretted it. A thoughtful nudge at the right time brings many of them back.

Build the list

Start with clients who filed with you two seasons ago but not last season. Your dashboard's winback tools can build this list automatically and prioritize the highest-value ones.

Craft the message

• Lead with value, not guilt: “We saved your info — welcome back, it'll take five minutes.”
• Offer a reason to return now: an early-bird rate, a loyalty discount, or a free review of last year's self-filed return.
• Make it personal. “Hi Maria, it's the team at [Office] — ready when you are.”

Work it like a pipeline

• Text first (highest open rate), then follow up by email.
• Track who responds and move them straight into a booked appointment.
• Measure your winback rate and refine the offer each season.

The winback queue and two-way SMS are already in your dashboard. One afternoon can refill your January.