Selling more to the customers you have

Name what you sell

Support → Services

A service is just a name for something you do: mowing, snow removal, a spring clean-up, an annual boiler service. Once it has a name, Corvin can keep track of who buys it.

You do not have to type your whole list out. Corvin reads the work already on your books and offers back the services it can see you selling, with a count of how many customers are on each. Add one and its existing customers come with it.

Who is on what, kept up to date

Nobody is going to tick a box on every customer, so Corvin works it out from the work itself:

• Put a customer on a repeating schedule for a service and they are a subscriber.
• Finish a one-off job for a service and they have bought it once. Booking does not count — a cancelled job is not a sale.
• Stop a repeating schedule and they are lapsed, which makes them worth asking again.

You can also record what Corvin cannot see. If a customer says no to something, mark it on their record and they will be left out of future offers for it.

Sending the offer

Support → Campaigns → New campaign

Pick the service you are pitching and then choose who gets it:

• Not on it yet. The one that sells things. If twenty of your hundred customers are on the winter bundle, this is the other eighty.
• Already on it. For a price change or a seasonal notice, not an offer.
• Customers I choose. For the offer no rule describes — the sixteen with the bumpy lawns.
• Everyone. The blunt instrument.

You can narrow any of those further by town or by how long it has been since you last saw them, and you can exclude people you have just mailed so a second offer does not land on the same doormat.

Check the sentence before you send

Above the send button, Corvin tells you how many customers this reaches and describes the rule in plain words — "customers not on Snow Removal, in Boise, minus 16 excluded". Read that line. It is easier to spot a mistake in a sentence than in a set of half-filled boxes, and it is the last thing standing between you and a hundred emails.

The count is the real one. It comes from the same place the send does, so it cannot promise eighty and deliver sixty.

Who is never included

• Anyone who has unsubscribed from your marketing. This covers postcards as well as email.
• Anyone who replied STOP to a text, for text campaigns.
• Anyone who already told you no to this particular service.
• Anyone with no email address, for an email campaign.

None of these need managing. They are applied every time, and a customer who unsubscribes from your newsletter still gets their appointment reminders — those are different permissions and Corvin keeps them apart.

A worked example

A lawn company has a hundred customers. Twenty are on the winter bundle — snow, leaves, spring dethatching and a weed treatment. Five had a one-off lawn levelling last year.

They want two pushes. The first offers levelling to sixteen customers whose lawns they know are uneven: pick Lawn Levelling, choose Customers I choose, tick the sixteen. The second offers the winter bundle to everyone not on it: pick Snow Removal, choose Not on it yet, then exclude the sixteen who just got the first email. Corvin reports sixty-four, and sixty-four is what goes out.