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Past Client Report

Track engagement with past clients to identify repeat business opportunities and maintain relationships.

Accessing the Report​

Reports > Marketing > Past Client Report

Key Metrics​

MetricDescription
ClientPast client name
Last ProjectMost recent completed project
Completion DateWhen project finished
Project ValueOriginal project value
Last ContactMost recent activity date
Days Since ContactTime since last interaction
Assigned ToSalesperson responsible

Available Filters​

FilterDescription
Days Since ProjectTime since project completed
Days Since ContactTime since last activity
Project ValueMinimum project value
Project TypeType of past project
SalespersonAssigned rep

Understanding the Report​

Days Since Project​

Time elapsed since their project completed:

  • 0-365: Recent client
  • 366-730: 1-2 years ago
  • 731+: Long-term past client

Days Since Contact​

Time since any logged activity:

  • 0-90: Recently contacted
  • 91-180: May need follow-up
  • 181+: Needs outreach

Relationship Risk​

Days Since ContactStatus
0-60Active relationship
61-120Follow-up recommended
121-180At risk
180+Needs re-engagement

Using the Report​

Outreach Prioritization​

Sort or filter to find:

  • High-value clients not contacted recently
  • Clients at anniversary milestones
  • Clients ready for additional services

Scheduling Follow-ups​

Create activities for:

  • Annual check-ins
  • Maintenance reminders
  • Referral requests
  • Review requests

Segmentation​

Group clients by:

  • Project type (target for similar work)
  • Project size (identify premium clients)
  • Time since completion (lifecycle stage)

Best Practices​

Regular Outreach Schedule​

  • 30 days post-completion: Satisfaction check
  • 6 months: Maintenance reminder
  • 1 year: Anniversary contact
  • Annually thereafter: Stay in touch

Touchpoint Ideas​

  • Thank you cards
  • Maintenance reminders
  • Newsletter inclusion
  • Holiday greetings
  • Referral requests

Value-Based Prioritization​

Focus on:

  • Higher project values
  • Good relationships
  • Referral potential
  • Repeat business candidates

Export Options​

Click Export CSV to download for:

  • Mail merge campaigns
  • Call lists
  • Marketing outreach
  • CRM updates

Tips​

  • Schedule regular past client reviews
  • Log all client contacts as activities
  • Don't let relationships go cold
  • Ask for referrals after positive contact