Willow & Co Accountants

Reactivating Lapsed Clients for an Accountancy Firm

Reactivating Lapsed Clients for an Accountancy Firm

Willow & Co is a UK accountancy firm with decades of client history. We helped them reactivate lapsed clients through automated email and SMS campaigns, creating consistent follow-up and recovering revenue that had been left untouched.

Willow & Co is a UK accountancy firm with decades of client history. We helped them reactivate lapsed clients through automated email and SMS campaigns, creating consistent follow-up and recovering revenue that had been left untouched.

Services

Lapsed client reactivation (email) SMS nudges for key deadlines (seasonal) Segmentation by client type / last engagement Automated follow-up sequences (email + SMS) Database hygiene + suppression rules (to protect deliverability)

Client

Willow & Co Accountants

Timeline

5 weeks from planning to launch

Overview

Willow & Co had operated for over two decades and built a large client base.
When clients moved on, no follow-up system existed to bring them back.

Challenge

  • Thousands of inactive contacts

  • No structured re-engagement

  • Partners too busy to follow up manually

  • Revenue left untouched

Solution

We deployed:

  • Automated email reactivation sequences

  • Simple SMS prompts during key periods

  • Messaging focused on reopening conversations, not selling

Results

  • Former clients replied

  • New conversations opened

  • Follow-up became consistent and effortless

Timeline

5 weeks from planning to launch

Impact

32x

Lapsed clients re-engaged

32x

Lapsed clients re-engaged

32x

Lapsed clients re-engaged

65%

Response rate from old clients

65%

Response rate from old clients

65%

Response rate from old clients

8 hours+

Saved each week

8 hours+

Saved each week

8 hours+

Saved each week

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