Customer Retention Tips That Will Grow Your Revenue in 2025
Looking for proven customer retention tips to boost your revenue? From re-engaging old contacts to tracking lead sources more effectively, Jason shares actionable CRM strategies that work. Whether in home services, B2B, or selling other services/products to consumers, this article is full of low-cost, high-impact tactics you can implement immediately. If you’re planning your marketing and retention strategy now, these expert-backed insights will give you a profitable head start.
The Best Customer Retention Tips for Home Service Providers & B2B Businesses
In today’s crowded market, the fastest way to grow isn’t always through new leads—it’s through retaining and reselling to existing customers. Jason Kramer of Cultivize explains that many contractors have untapped revenue potential sitting idle in their CRMs, inboxes, or spreadsheets.
This article explores practical customer retention tips and CRM techniques shared on the Contractor Sense podcast, helping you unlock more revenue with less effort.
Why Customer Retention Matters More Than Ever
Jason said it best:
“Most people listening today sold their customers one or two things, but there’s other things you can sell them.”
Your current customers are easier to sell to, already trust your work, and cost significantly less to convert than new leads.
Repeat customers are 60–70% more likely to buy again compared to new prospects
source: Bain & Company
Benefits of improving customer retention:
Increased revenue per customer
Higher ROI on existing marketing
More referrals from loyal customers
Stronger brand reputation
Actionable Customer Retention Tips from the Podcast
1. Audit Your Customer Data
Your first step in boosting retention is knowing what data you already have:
Who has bought what, and when?
What services are due for renewal or upgrades?
Do you have current emails and phone numbers?
Even old records can be cleaned and reactivated. “It’s okay if the data is five or ten years old—we can work with that,” Jason notes.
2. Build Lifecycle-Based Campaigns
Align your outreach with when products or services typically need replacing.
Examples:
HVAC systems: 12–15 years
Water heaters: 8–12 years
Electrical panels: 10–15 years
Pool liners and automation: 7–10 years
Send targeted campaigns such as:
“Is it time for an HVAC tune-up?”
“Check out what’s new in pool tech”
“Upgrade your system before winter hits”
You can use your CRM to trigger these campaigns automatically.
3. Use a Multi-Channel Follow-Up Process
Jason emphasizes that follow-up is everything. Sending one email isn’t enough.
Proven follow-up methods include:
Email: Start with a value-driven message.
Text messages: For those who prefer SMS communication.
Voicemail drops: Leave a personalized voice message without calling.
Phone calls: Reach out to those who open but don’t act.
“If they clicked your email and didn’t call, your team should be following up. You know they’re interested,” says Jason.
4. Turn Offline Marketing Into Trackable Touchpoints
If you’re using yard signs, mailers, or van wraps, make them trackable.
Use QR codes to direct traffic to unique landing pages that:
Educate prospects
Capture contact info
Show testimonials
Offer estimates
Jason shares a great example of a Tesla charging station with a QR code that led directly to a scheduling page—a brilliant tactic that any contractor can replicate.
5. Track How Every Lead Finds You
One of the most overlooked customer retention tips is tracking the source of every new inquiry.
Don’t rely on guesswork. When someone calls, your team should ask:
“How did you hear about us?”
Use a standard list of channels like:
Google search
Facebook
Referral
Yard sign
Postcard
Local ad
Whether you track in a CRM or a simple spreadsheet, this insight shows you which marketing channels are working—and which aren’t.
“If you’re not tracking this, you could be spending money on marketing strategies that aren’t driving revenue.”
Bonus: Know How Much to Spend on Marketing
Jason recommends allocating 2–5% of your annual revenue to marketing. More aggressive businesses may spend 10–15%. But the key is tracking ROI.
Even low-cost campaigns can be profitable if they’re backed by smart CRM data and personalized follow-up.
Tools You Can Start With:
Profit PATH – A Google Sheets based system for tracking lead sources and deals.
Mailchimp or ActiveCampaign for email follow-up
QR code generators for print campaigns
Small Changes, Big Wins in Customer Retention
Contractors often underestimate the power of their existing customer base. As Jason Kramer shows, simply leveraging the data you already have—paired with automation and timely follow-up—can dramatically increase customer lifetime value.
Would you be interested in implementing these customer retention tips?
Contact Cultivize today and speak with Jason for a free consultation. Schedule now.
Explore more resources:
CRM Consulting Services – Build a smart foundation for follow-up and retention
The Lead Nurturing Blueprint guide – Free download to improve lead nurturing
Marketing Automation Tips – See how you can scale customer engagement
Don’t leave money on the table. Start turning existing customers into your most profitable revenue source—today.
