Prospecting and customers

How to win back inactive customers with a phone call

Quick answer

How do you win back inactive customers?

Winning back inactive customers starts with a caring phone call, not a sales pitch. Thank them for their past business, ask open questions about what they need now, and listen. Jenny Cartwright suggests calling 5 to 10 inactive customers a day and recording the sales each week. If something went wrong, apologise and fix it first.

Why are inactive customers worth a call?

Inactive customers are people who bought from you once, placed a small order or simply stopped ordering. Never decide they are not worth calling. They already know your business, which makes them far easier to sell to than a stranger.

An inactive account may not justify a visit, but it always justifies a phone call. The hard part is usually fear. You worry they will say they have moved to a competitor, or that they had a bad experience with you. Jenny's answer is to change the emotion of fear into care. When you call because you genuinely care how they are going, you find sales opportunities you never thought were possible.

Even the bad news is valuable. If they moved to another supplier, you need to know why so you can improve. If they had a poor experience, you need to know so you can put it right before they tell 40 other people.

What should you avoid saying on a win-back call?

Two openings kill a win-back call before it starts:

  • "You bought [product] from us last year and I was wondering if you'd like to buy more this year?"
  • "You haven't done any business with us recently."

The first is a sales pitch with nothing in it for them. The second sounds like an accusation. A vague "How are you going?" is little better, because it gives the customer nothing to talk about. Instead, open warmly, show you remember them and ask a question about their future.

A win-back script that starts a conversation

Template: calling a customer who has gone quiet

YouGood morning Pat, it's Jo from [your company]. We really enjoyed working with you last year when you ordered [product] for the new office.

CustomerOh yes, that all went well.

YouI'm glad to hear it. I'm ringing because I'd love to know what you'll be looking for over the next few months. What's on your plate at the moment?

CustomerWe're opening a second site in March, so it's busy.

YouCongratulations. What's most important to you when you choose a supplier for a fit-out like that?

CustomerMostly that they deliver on time. Our last order from someone else was two weeks late.

YouSo getting everything on site before opening day is the priority. How can we help you make sure that happens this time?

Every question begins with what, where, why, which, who, when or how, so the customer cannot answer with a flat yes or no. When they answer, repeat back what they said so they know you listened. Only then talk about what is new in your business and what you can now offer. Jenny's bank of questions to use on a telephone sales call gives you plenty more.

When the customer was unhappy or has moved to a competitor

If they had a bad experience

  1. Ask what happened

    Say "What happened?" and then be quiet and listen. Do not defend or explain yet.

  2. Acknowledge it straight away

    "I'm sorry to hear that happened." Then repeat back what they told you, so they know you heard every word.

  3. Put it right

    Suggest a way to make up for it, or explain why it will not happen again, and get their agreement.

  4. Then move forward

    Only once the air is clear, tell them about your new products and services.

Better still, never let it get that far. If there is an error with a delivery or an account, call the customer as soon as you know, before they have to call you.

If they have gone to another supplier

Find out what they like about the new supplier and what they would change. Ask "What made you choose them?" and "In an ideal world, what could they do better?" Then put both answers together: "What if we could give you [what you like about them] and [what you wish they did]? You might like a quote from us next time, mightn't you?" If they raise concerns, the techniques in how to handle objections will help.

Customer retention calls that stop customers drifting away

Winning customers back is good. Keeping them is better. The secret is to think about how you can help them rather than sell to them, and to stay in touch without becoming a pest who only rings when it wants an order.

Jenny learned this first hand during a recession, when her training work slowed. She called past in-house clients and asked them strategic questions about their sales. Many realised what they were missing and hired her to write sales systems and call scripts. That consulting work replaced the training she had lost.

Contrast that with a supplier Jenny had bought from for four years. When she went back for more, she was told she had been removed from their database because she had not ordered for 180 days. Nobody had called to ask why. That is a great way to lose business.

  • Review your notes and ring with something useful, such as an article about a challenge they mentioned last time.
  • Tell them about government or industry changes that affect them.
  • Send a special offer chosen for that customer, not your whole list.
  • Invite them to a networking event, or give them a referral.
  • Thank them for their business with a surprise gift or a personal call.

How do you make customers feel valued on the phone?

Customers rarely leave because of price alone. They drift away when they stop feeling valued. On a ski holiday in the United States, Jenny stayed at a hotel where the receptionist raced out every time she arrived to take her skis and help with her heavy boots, always with something friendly to chat about. It was not part of his job. It made her feel special, and it is the reason she would go back again and again.

You can create the same feeling on a phone call:

  • Give your name, use theirs, and mention something you remember from your notes.
  • Call back exactly when you said you would.
  • Acknowledge a complaint straight away, before they tell everyone they know.
  • Recommend the option that is right for them, even if it earns you a little less.
  • Stay warm and professional rather than overly familiar.

These habits build the kind of trust described in how to build rapport on the phone, and they make your next follow-up call something the customer is glad to take.

Use the end of the year to reconnect

December is a chance to be even more active on the phone, while competitors go quiet. Jenny's year-end plan has three parts:

  1. Call your best clients to thank them personally, give them your best tip for next year and wish them a happy Christmas.
  2. Ask how you can help them next year, offering at least three suggestions.
  3. Call everyone you sent a quote to this year. Many have simply been too busy to reply.

If you cannot reach someone after a couple of tries, leave a friendly voicemail (see how to turn voicemail into an opportunity) and follow with a short, honest email: "I haven't heard back since sending your quote on [date], which usually means one of three things. You've chosen another supplier, you're still interested but haven't had time to reply, or the timing isn't right. Could you let me know which it is?" You will be surprised how many stalled conversations it revives.

Our three day telemarketing coaching with Jenny Cartwright during July last year proved to be a significant turning point in our photography business. Our business has increased 107 percent in turnover during the last twelve months. Jenny's ability to demystify the art and science of how to correctly conduct a telemarketing campaign gave us significant and immediate improvements to our sales programs. Instead of calling customers without tested scripts and definite objectives as we had been doing, Jenny immediately implemented proper telemarketing scripts and gave us concrete and logical step by step procedures that allowed us to improve our confidence in calling customers and so increase our calls to sales ratio by 67 percent. We have found her support materials such as DVDs and workbooks to be clear and very practical. As well, with the new telemarketing tracking system that we introduced, we could immediately see on a day by day basis how our program was going. Jenny is very generous with her knowledge and kept giving us further feedback after the training. We really appreciated that she kept coaching us after the initial training to ensure that we stayed on track. Jenny is a true professional in sales and is Australia's foremost expert in telemarketing. We can recommend her telemarketing training programmes without reservation to any organisation that needs to immediately improve the sales and telemarketing function in their business.

Julie de PaolaPhotography by Julie

Jenny walks through this and much more in How to Triple Your Sales by Phone, her complete 4 hour sales workshop on video and audio.

Want your whole team making confident retention and win-back calls? Jenny can build a customised session around your customers and products.

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Frequently asked questions

How long before a customer counts as inactive?

It depends on how often they normally buy. A customer who usually orders every month and has gone quiet for a quarter is a warning sign, while an annual buyer may not be overdue for a year. Set a reminder in your database based on each customer's own buying pattern, and call when they miss it.

Should you offer a discount to win back a lapsed customer?

Not as your opening move. Dropping your price dramatically can make customers suspect you were overcharging before, and it cheapens what you sell. Start by asking questions and listening. If they had a bad experience, a genuine gesture to make up for it is appropriate. Otherwise, lead with value and a reason to try you again.

Who should make customer retention calls in a small business?

Ideally the person the customer already knows, such as their account manager or the owner. In a small business the owner's call carries real weight, because it shows the customer matters. If a team member makes the calls, give them a clear script, the customer's history and the authority to fix small problems on the spot.

What if an inactive customer asks you not to call again?

Respect it immediately. Thank them, note the request in your database and make sure nobody in your business calls or markets to them again. Ask, if it feels right, whether there is anything you could have done better. A graceful exit protects your reputation, and occasionally the customer comes back on their own terms.

How often should you call existing customers without being a pest?

Aim for a meaningful phone contact about every 90 days, with lighter touches such as a useful article or newsletter in between. The test is whether each call gives the customer something of value. Calls that only ever ask for an order feel like a nuisance, while calls that help them feel like good service.

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