Follow-up depends on memory
Important customer tasks get lost without ownership.
08 · RETAIN & GROW
The Next Customer Is Valuable. The Existing Customer Already Knows You.
Use follow-up, reactivation, referrals and revenue-opportunity detection to keep good customer relationships from quietly going dormant.
HOW IT WORKS
Retain & Grow in the Taita journey.
1
Follow-upKeep open customer tasks visible
OWN2
ReactivationIdentify customers worth contacting
RETURN3
ReferralsCreate a path for happy customers
REFER4
AutopilotSurface revenue opportunities
RECOVERTHE PROBLEM
Why it matters.
Past customers go dormant
Businesses often ignore people who already know them.
Referrals happen accidentally
Happy customers rarely get a consistent referral path.
Revenue leaks stay invisible
Missed calls and unfinished leads can sit without action.
THE WORKFLOW
One connected flow, not another separate tool.
01 · DETECTFind the opportunity
Missed call, dormant customer or unfinished lead.
02 · PRIORITIZEScore the next action
Urgency, value and age.
03 · ASSIGNGive it an owner
Every opportunity gets someone responsible for it.
04 · CONTACTUse the right channel
Call, text or email, with the customer's consent.
05 · MEASURERecord the outcome
Resolved, converted or no response.
WHAT'S INCLUDED
Retain & Grow capabilities.
All of it is included, and it all works together with the rest of Taita.
Follow-Up Tasks
Assign, track and resolve customer actions.
Owner · due date · statusReactivation
Find dormant customers worth contacting again.
Segments · campaignsReferrals
Create referral opportunities from positive relationships.
Referral asks · trackingRevenue Autopilot
Surface missed-call, unanswered-message and unfinished-lead opportunities.
Opportunity · value · actionLifecycle Messaging
Stay in touch on the channels each customer agreed to.
Consent · eligibilityRevenue Learning
Connect recovered customers to supported revenue outcomes.
Recovered customers · revenueCONNECTED BY DESIGN
Retention becomes useful when it is specific, assigned and measurable.
Opportunity Types, Not Generic Alerts
Tell the business exactly what happened and why it matters.
Human Ownership
Every important recovery opportunity should have an owner.
Revenue Feedback
Track what was recovered, so the most valuable work comes first.
ONE TAITA SUBSCRIPTION
Retain & Grow is included.
Retain & Grow is included. Communication usage for outreach is metered through Top-Up Balance.
$197/month first location
+$97 additional locations
+$97 additional locations
RETAIN & GROW
Recover value from relationships you already earned.
Put follow-up, reactivation, referrals and recovery into one operational layer.