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Campaign IdeaCustomer SegmentationFree & Open Source

Draft Account Activation

Convert accounts that were created but never booked into active clients with a targeted follow-up campaign.

EmailSMS
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Quick Answer

Draft Account Activation targets people who created an account or enquired but never completed their first booking. These are warm leads who showed intent but did not follow through. A timely, friendly follow-up typically converts 15-25% of draft accounts into first-time bookings.

The Problem

You have accounts sitting in your system from people who started the sign-up or enquiry process but never booked. Each one represents a person who was interested enough to take the first step but got distracted, had second thoughts, or found the booking process confusing. They are the warmest leads you have, and they are going cold.

The Strategy

Send a friendly, no-pressure follow-up within 48 hours of account creation. Keep it simple: "We noticed you started setting up an account for [PetName]. Is there anything we can help with?" Follow up once more after a week, then move on.

Data Insight

Count accounts with "draft" status (created but never booked). These are warm leads with demonstrated interest.

How to Execute

Step-by-step guide to running a Draft Account Activation campaign

1

Identify draft accounts

Pull all accounts with status "draft" or accounts created with no completed appointments. Sort by creation date (newest first).

2

Send a 48-hour follow-up

Quick, helpful email: "We noticed you started setting up an account for [PetName]. If you have any questions or need help booking, just reply to this email."

3

Send a 7-day follow-up

If no response, send a slightly different angle: "We wanted to make sure you found everything you needed. Our most popular service for [breed] is [X]. Would you like to book a time?"

4

Address common barriers

Include answers to common objections: pricing transparency, what to expect at the first visit, cancellation policy, and how booking works.

5

Stop after two attempts

Respect their decision. After two follow-ups with no response, archive the draft account. They know you exist and can return when ready.

AI-Powered Prompts

Copy these ready-to-use prompts into ChatGPT or Canva to instantly generate marketing assets for this idea. Just replace the placeholders with your business details.

ChatGPT Prompt

Paste into ChatGPT for marketing assets

You are a marketing expert for "{businessName}". Create a follow-up sequence for people who created an account but never booked. Include: 1) 48-hour follow-up email 2) 7-day follow-up email (different angle) 3) SMS follow-up (160 chars). Address common hesitations. British English. Brand colour: {brandColour}, font: {fontFamily}.

Canva Design Brief

Paste into Canva Magic Design

Create a welcoming email header and social media graphic for "{businessName}" encouraging first-time bookings. Message: "Ready when you are." Brand colour: {brandColour}, font: {fontFamily}. Inviting, low-pressure aesthetic.

Suggested Formats

Email Header Banner (600x200)Instagram Post (1080x1080)

Replace {businessName}, {brandColour}, and {fontFamily} with your actual business details for the best results.

Do this inside Petboost

Petboost surfaces draft accounts automatically

pro plan
  • Draft accounts are identified instantly in the Marketing Ideas tab
  • One-tap activation email with pet name pre-filled
  • Track draft-to-active conversion rates over time
  • Self-service booking link removes friction for hesitant new clients
  • Automated booking confirmation sets expectations before the first visit
Explore Reporting & Intelligence

This idea is yours to use however you like. Petboost simply makes it faster with real-time data and intelligent customer segmentation.

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