Prime Circa

Prime Circa Team

Coming 2026

Valerie

Retention

the customers you already earned, coming back

Valerie keeps your existing customers close — a friendly check-in when someone's gone quiet, a nudge when they're due, a win-back when they've drifted. All in your voice, all to people who already know you. The part of the team that turns one good job into a regular.

Every home-service owner is sitting on a goldmine they never work: the customers they've already served. The person whose drains you cleared eight months ago. The family whose AC you tuned up last spring. They already trust you — but if you don't reach out, they drift, and eventually they call whoever shows up first in search. Winning a past customer back costs almost nothing next to finding a new one, yet almost no owner has the time or the system to do it.

Valerie is that system. She works from the customer list Vanessa builds automatically on every call — so there's no CRM to maintain and no spreadsheet to keep up. She knows who you've served, what for, and when, and she quietly flags who's gone quiet and who's coming due. Then she drafts a warm, personal message in your voice — never a mass-blast — and you approve before anything sends. When someone replies 'yes, come on by,' she hands the booking to Vivian or Vanessa. When someone's glad to hear from you, she tees up a review with Vera.

Deep dive

6 min read

The follow-up that turns a one-time job into a regular

Deep dive

6 min read

Your past customers are worth 5x your future ones

How it works

  1. 01

    She already has your customer list

    Valerie works from the directory Vanessa builds on every call — names, numbers, what they wanted, when they last came in. No CRM to keep up, no import. Got an old spreadsheet or your phone contacts too? Add them and she folds them in.

  2. 02

    She spots who's slipping away

    Using how often your kind of business normally sees a customer, Valerie flags who's overdue, who's coming up on a recurring service, and who came once and never returned — so you reach the right people, not everyone.

  3. 03

    She writes in your voice — you approve

    A friendly 'just checking in,' a 'you're due for your tune-up,' a 'we miss you.' Personalized per customer with what they came for last time. You see the list and the message, and approve in a tap before anything goes out.

  4. 04

    Replies turn into booked work

    When someone wants back in, Valerie hands the booking to Vivian or Vanessa. When someone's happy to hear from you, she tees up a review with Vera. And 'stop' is honored instantly and for good.

  5. 05

    She reports what came back

    Sent, replied, booked, opted out — and the jobs that came from a list that was just sitting in your phone. The part of marketing you can actually measure.

What's included

Ready to start?

$39/mo

$29/mo for Founding 100

Valerie rides on Vanessa's customer memory — set up Vanessa today and your list is already building itself. Join the waitlist to lock in Founding 100 pricing — $29/mo for life, first 100 Prime Circa accounts only.

Get notified when Valerie launches