# Past Customer Outreach

> Keep your crews busy between projects. A routine Jane, the AI employee from Forge AI, runs for staffing and consulting firms.

Each Monday while your crews are between projects, Jane works through every customer you have done work for. She checks each one for news, permits, shutdowns, expansions and job postings that point to a project.

Page: https://forge-labs.io/routines/old-customers-between-projects/

## How it works

1. **Your crews go between projects.** Each Monday morning while your crews are between projects, Jane works through every customer your firm has done work for.
2. **Jane checks for upcoming projects.** Jane checks each customer for news, permits, shutdowns, expansions and job postings that point to a project, and ranks those customers first.
3. **Jane emails each past customer.** Jane sends each customer an email from you that names the last project your crews did for them.

**When it runs:** Every Monday morning while your crews are between projects.

**What stays with your team:** Jane works through the customer list and drafts the notes on her own. Nothing reaches a customer until you approve it.

**Who uses it:** Owners, Business development

**Team:** Sales

**Built for:** Skilled trades and light industrial, Engineering and construction

**Works with:** HubSpot, Salesforce, Gmail, Outlook, Slack, Microsoft Teams

## Questions

### What does the Past Customer Outreach routine do?

While your crews are between projects, it works through every past customer each week, checks for signs of upcoming work, and drafts a note from you about the next project for you to approve.

### Does Jane call our customers?

No. She drafts emails for you to approve and posts a list in chat of who to call. She does not place calls or send messages on her own.

### Where does the customer list come from?

From your CRM and the project records you connect. If the list sits in a spreadsheet, Jane reads it from Google Sheets or Google Drive.

## Book a demo

https://forge-labs.io/book