Re-engagement Sequence for QuickBooks Consultants Email Guide
Why Re-engagement Sequence Emails Fail for QuickBooks Consultants (And How to Fix Them)
Your most valuable client hasn't opened your emails in months. You wonder if they're still a client at all.
Many QuickBooks consultants face this silent drift, where once-engaged prospects or past clients simply stop responding. This isn't just about losing a potential sale; it's about losing the opportunity to deliver the solutions you know they need, and missing out on recurring revenue.
A strategic re-engagement sequence can bridge that gap, reigniting interest and bringing valuable relationships back to life. The emails below are designed to do exactly that, moving dormant contacts to active conversations.
The Complete 4-Email Re-engagement Sequence for QuickBooks Consultants
As a quickbooks consultant, your clients trust your recommendations. This 4-email sequence helps you introduce valuable tools without sounding like a salesperson.
The Miss You
Acknowledge the silence and show you care
Hi [First Name],
Your name popped up in our CRM the other day, and I realized it's been a while since we connected. Life gets busy for QuickBooks consultants, and inboxes fill up fast.
I just wanted to reach out, no pressure, and see how things are going on your end. We're always exploring new ways to help consultants like you simplify their client work, use new QuickBooks features, or simply find more time in their day.
If there's anything specific you've been grappling with, I'm here to listen. No need to reply if you're swamped, but if something comes to mind, I'm happy to chat.
Best, [YOUR NAME]
This email uses a 'break in pattern' approach. By acknowledging the silence without guilt-tripping, it shows empathy. It's low-pressure, making it easy for the recipient to re-engage without feeling obligated. This gentle re-introduction aims to elicit a simple, human response.
The Value Reminder
Remind them why they subscribed
Hi [First Name],
Do you remember the challenge that first brought you to us, or why you initially subscribed? Perhaps it was to find better ways to manage client payroll, or to automate your monthly reporting, or maybe even to discover how other consultants use [PRODUCT NAME] to save hours each week.
We continue to focus on providing solutions for those very real pains QuickBooks consultants experience daily. Our goal is to help you deliver exceptional results for your clients without working around the clock.
If any of those original needs are still present, or if new ones have emerged, I encourage you to reply. I'd love to remind you of the specific ways we can help.
Best, [YOUR NAME]
This email uses the psychological principle of consistency. By reminding the recipient of their original motivation for connecting, it encourages them to align their current actions (or inaction) with their past intentions. It re-establishes the value proposition in a relevant, problem-focused way.
The Survey
Ask what they actually want from you
Hi [First Name],
I'm always looking for ways to improve how we help QuickBooks consultants like you, and I'd love your honest input. What's the single biggest challenge you're facing right now with your QuickBooks clients?
Is it something related to client onboarding, managing recurring tasks, or perhaps staying current with new software updates? Your feedback helps us tailor our content and solutions to be truly useful.
It takes just a moment to reply, and your insight is genuinely appreciated. Alternatively, if you're no longer interested in hearing from us, you can click the unsubscribe link below, and we'll remove you from our list.
Best, [YOUR NAME]
This email uses the 'Ben Franklin Effect' by asking for a small favor (feedback), which can increase positive feelings towards the asker. It also helps the recipient, making them feel heard and valued, while simultaneously segmenting your audience based on their stated needs or disinterest.
The Breakup
Give a final chance before removing them
Hi [First Name],
This is the last email you'll receive from me for a while, unless I hear back. We understand that your inbox is valuable, and if our content isn't serving you, we don't want to clutter it.
My aim is only to send information that truly helps QuickBooks consultants like you succeed. If you'd like to continue receiving updates, tips, and insights on managing your QuickBooks practice and serving your clients, simply reply to this email with 'Keep me on the list!' or click the link below.
Otherwise, we'll assume you're no longer interested, and we'll remove you from our mailing list in the next 7 days. No hard feelings.
Best, [YOUR NAME]
This email utilizes loss aversion and urgency. The threat of losing access to valuable content creates a strong incentive to act. It provides a clear, low-friction path to re-engagement while also respecting the recipient's time and cleaning your list of truly disengaged contacts.
4 Re-engagement Sequence Mistakes QuickBooks Consultants Make
| Don't Do This | Do This Instead |
|---|---|
✕ Waiting for clients to reach out when they have a problem | Proactive check-ins and offering solutions before issues escalate |
✕ Assuming past clients remember your full service offering | Regularly reminding dormant contacts of the breadth of your solutions |
✕ Sending generic, mass emails to disengaged segments | Segmenting disengaged clients and tailoring re-engagement messages based on their past interactions |
✕ Neglecting to use CRM data to identify at-risk or dormant clients | Utilizing CRM insights to trigger timely, personalized re-engagement campaigns |
Re-engagement Sequence Timing Guide for QuickBooks Consultants
When you send matters as much as what you send.
The Miss You
Acknowledge the silence and show you care
The Value Reminder
Remind them why they subscribed
The Survey
Ask what they actually want from you
The Breakup
Give a final chance before removing them
Use after 30-90 days of no opens or clicks.
Customize Re-engagement Sequence for Your QuickBooks Consultant Specialty
Adapt these templates for your specific industry.
Beginners
- Focus on mastering one core QuickBooks service, like setup or cleanup, before expanding your offerings.
- Build a simple CRM system from day one, even if it's just a spreadsheet, to track client interactions and follow-ups.
- Network actively with other, more experienced consultants to learn best practices and gain initial referrals.
Intermediate Practitioners
- Implement a consistent email marketing tool to nurture leads and re-engage past clients automatically.
- Develop a clear niche or specialization (e.g., e-commerce, construction) to attract higher-value clients and differentiate your services.
- Explore advanced QuickBooks features or integrated apps to offer more sophisticated solutions and improve efficiency.
Advanced Professionals
- Automate your re-engagement sequences within your CRM to free up time for high-level client strategy and advisory work.
- Consider offering premium advisory services beyond basic bookkeeping, focusing on financial strategy and business growth.
- Invest in advanced reporting and analytics tools to provide deeper insights and strategic value to your most complex clients.
Industry Specialists
- Tailor your re-engagement content specifically to the unique pain points, regulations, and language of your chosen industry.
- Attend industry-specific conferences and events to stay current on trends and network directly with potential clients in your niche.
- Position yourself as the go-to expert by regularly publishing thought leadership content relevant to your specific industry's challenges.
Ready to Save Hours?
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