5 Tag Tricks that will Increase Your Client Retention

Published on January 19, 2017

Tags are one of the most powerful tools in Service Autopilot

...they are also one of the most neglected features.

When you tag clients, you can filter them and target them easier for marketing campaigns. You can also use them to remember important information on your clients.

Use these quick Tagging tricks in Service Autopilot to impress your clients, and increase your client retention:

Deal with Complaints Better.

Your complaint process will look like this: filter for clients with complaints, review the notes on the client, ensure the complaint is resolved, follow up with the client, and then remove the tag.

Easily Track Clients' Services.

This allows you to quickly filter your client list for clients with a particular service or set of services. From this filter, you can quickly contact all of the clients with relevant information (instructions, delays, etc.)

Remember to remove the tag if you cancel the service, so the list stays reliable.

Want to instantly upgrade your business? See our scheduling software in action here.

Make Clients Feel Special.

Create a tag for each month and assign them as you bring on new clients, in accord with their birthday.

Create a “Happy Birthday” document, then use the tags on the first of the month to send out that email to everyone with a birthday that month. Bonus points if you can fit a small “Birthday offer” into the message – maybe $5 off their next service?

Personal contact like this, especially using Service Autopilot’s personalization fields, lets clients know you care about them.

Upsell to a Neighborhood.

When you tag clients by neighborhood, you're able to filter more precisely than filtering by city or zip code.

This will let you target your upsells on specific neighborhoods or contact all clients in a particular neighborhood to provide relevant updates to their area.

Advanced Filtering

For any complicated filtering you have to do (e.g. combinations of filters), create a tag (e.g. Neighborhood+Fertilization).

  1. Pull the filters on the Clients List.
  2. Select all of the clients, then, using the Action menu, Bulk Add the tag to all of the clients.
  3. Next time you need to pull those clients, you can filter by the tag, instead of the combination of filters.

Remember, tags are there to help you sort and store information on your clients. Use them generously. Use them to remember things you would otherwise forget.

Use these tricks, impress your clients, and improve your client retention rates!

Related: 8 Changes for a Richer 2017 for Lawn Care and Landscaping Owners


Cody is a copywriter with Service Autopilot. He was writing before he could read, dictating stories to his mom. Of late, he distills business principles and practices learned from his ever-increasing trove of books and his year with SA Support into digestible blog posts designed to provide maximum value to service industry business owners.


Leave a Reply