Write down why you lost it, then call back at the right time
The reason decides when to call. A short rule of thumb:
- Too expensive: try again in two and four months. Budgets refill and prices move.
- Went with another contractor: ask in about six weeks how their project is going. If it slipped, you are the first call.
- Postponed, or the loan fell through: check in after about three months.
- Went silent: one light nudge after two weeks, one more later.
Keep the call short and useful
Do not argue about the price. Ask one question: "Is the project still on your list?" Offer something new: a free slot in your schedule, a smaller first step, or a payment plan.
Write the date and the reason down at once. In three months you will not remember either.
How it works in WorkTime CRM
On the Pipeline, move the client to Rejected, by dragging the card or with "Move to". A picker asks why you lost them: Too expensive, Went with another contractor, Postponed, Financing fell through, Ghosted, or Other.
Pick a reason and the CRM puts win-back reminders on your Calendar. For example, "Too expensive" schedules 60 and 120 days, "Ghosted" schedules 14 and 60. Under each reason you can tap the schedule and type your own days. Each reminder has a ready-made angle for the call, and you get a Telegram ping like for any event.
If the client comes back into the funnel, the reason and the pending reminders are cleared automatically. The reason also shows as a badge next to the status on the client card.
Comments