The repeat-customer playbook
Your next booking is cheapest from someone who already booked once. A simple system: tag them, note them, email them before the season.
A customer who booked once and had a good time is five times easier to book again than a stranger — they already trust you, and their event repeats annually more often than not. Birthdays are yearly. Graduation parties are yearly. Corporate picnics are yearly. The playbook is about making sure *you* are the one who remembers first.
Step 1: Tag your repeaters#
In Customers, tag anyone with a second booking "repeat", and tag the professionals — "planner", "venue", "corporate" — the first time they book. Reports shows your top customers by spend; work down that list and make sure every name on it is tagged and has a note.
Step 2: Note the anniversary#
After each event, one note on the record: "Booked bounce house + tables for Mia's birthday, first week of June." Press Save notes. That note is next year's trigger.
Step 3: The pre-season email#
Six to eight weeks before their date, open the record and Send email: "Hi Sandra — we did Mia's party last June and it was a blast. Summer weekends are filling up; want me to pencil you in before they go?" Three sentences, personal, logged in their Communications automatically. Draft with AI gets you a first pass; make it sound like you.
Do this for your top twenty customers every spring. That is one afternoon of work for what most owners report as their easiest bookings of the year.
Step 4: Treat planners like gold#
One event planner or venue can send you a dozen jobs a season. Answer them first, quote them fast (the Quotes tab and photo-rich proposals are built for exactly this), and never miss their deliveries. Your "planner" tag is your VIP list — check it before every scheduling decision.