Elevate Your Communication with New Bookers

Whether you're welcoming first-time bookers, nurturing loyal customers, or re-engaging past clients, Limo Anywhere offers plenty of features to help improve your client communication in the new year. In this blog, we'll explore how to use the Export Customers feature to identify new bookers.

Identifying New Bookers

1. Click the "Accounts" icon in the Navigation Bar.
2. Select the "Export Customers" tab.
3. (Optional) Select which alias you want to run reports by or leave the dropdown set to "All."
4. Check "Include All Dates" (you’ll use the "Date Created" option to help filter dates).
5. Check "Include All Fields" to export all available data, or manually select the specific fields you want to include from the list below. Note: We recommend selecting fields that may be useful for uploading to a CRM or similar tool. In particular, we suggest checking Account Number so you can determine whether a new booker is associated with an existing company or if the client is both a new booker and a new client.

6. Ensure the "Date Created" option is checked, as this is the key data point for identifying new accounts.

7. Click the "Generate Export File" button.

8. Download the export file once it has been successfully generated.

9. Open the file and sort the Date Created column from Newest to Oldest.

10. Remove any entries that fall outside your desired timeframe. For example, if you’re focusing on new bookers from the past month, delete any entries that are older.

11. Add a new column titled “Travel Date” and use the Account Number to look up when new accounts will be traveling.
Note: Since this list only shows when new accounts were created, it’s possible that your bookers may not be traveling for several months. You have the option to follow up closer to their travel date or reach out proactively in response to their booking. For corporate accounts, reaching out proactively may offer more benefits.

Following up with clients allows your operation to focus on key priorities. It helps build strong relationships, keeping clients engaged and more likely to return. You can also use follow-ups to encourage repeat business, whether through loyalty programs or personalized offers. For corporate accounts, reaching out early helps you establish long-term partnerships. Plus, follow-ups give you a natural opportunity to upsell or suggest additional services that can benefit your clients.

We’d love to hear about the different ways you engage with your clients and how follow-ups have worked for your operation. Reach out to our Product Team at ProductTeam@LimoAnywhere.com to share your insights. If you need help setting up follow-up features or organizing your client data, our Support Team is here for you—just call 888-888-0302 Ext. 2 or email Support@LimoAnywhere.com.