Sales Hacks

How to build a repeat sales funnel with NetHunt CRM automation

Tetiana Fadina  |  

Here is how to turn past clients into life-long customers. Automatically.

You know the drill: it takes time, energy, and a good chunk of your budget to acquire new customers. But bringing back someone who’s already bought from you? That’s usually easier and more cost-effective.

In this article, we’ll walk you through how to build a high-performing repeat sales funnel inside NetHunt CRM ?.

Why build a repeat sales funnel?

To bring customers back, obviously! Why? Because repeat sales cost far less than acquiring new customers who know nothing about your brand.

Here is why repeat customers, hence, a repeat sales funnel, matter for your business:

  • Faster sales cycles
  • Higher conversion rates
  • More predictable revenue
  • Stronger brand loyalty

And here is how NetHunt helps.

Re-sell smarter to your existing customers with NetHunt CRM

How to drive more repeat sales with automated workflows in NetHunt CRM

With NetHunt, you can segment customers based on purchase history, trigger personalized follow-ups, and track the results of your campaigns. Let’s get into detail.

Segment the customer base by purchase history

Segmentation helps you identify who to re-engage, when, and how.

You can filter customers by any field in NetHunt CRM. Here are most popular parameters that our users choose to segment their customers by:

1. Last deal date

This helps you see customers who haven’t purchased your products or services for a while. For instance:

  • Customers who haven’t bought anything in the last 6 months
  • Customers who made their last purchase between 6–12 months ago
  • Clients whose warranty or subscription is about to expire

❗ You’re not locked into those timeframes! NetHunt CRM lets you choose any time period that fits your business cycle and goals, whether it’s 30 days or 18 months or any other number.

? Use case: You can filter deals with a “Successful” status and a close date that’s over 6 months old. Then, create a contact list based on those deals and re-engage them with a tailored message or campaign.

2. Product or service category

You can filter customers based on the specific product or service they previously bought, for instance:

  • Clients who bought a basic product/service but didn’t upgrade
  • Customers who purchased a certain product/service line
  • Buyers of seasonal items who might need replenishment
  • Users of entry-level plans who could benefit from advanced features

? Use case: This perfectly opens up opportunities for cross-sells and upsells based on past customer experiences. For example, you can target clients who’ve purchased a basic plan with content that highlights the benefits of advanced features.

3. Purchase amount

When you know how much a customer has spent, you can personalize your offers and follow-up strategies based on their budget, behavior, and loyalty level.

With a ‘purchase amount’ segmentation, you can identify:

  • Large spenders who could be offered premium or VIP-level products;
  • Smaller buyers who may need a special discount or bonus to return;
  • Customers with moderate spend but high engagement. These buyers are perfect for loyalty programs;
  • Frequent small buyers. As for this category, you can consider bundling options to increase value;
  • One-time big spenders. What about offering them a service refresh?

? Use case: A client who purchased a one-time high-value service 9 months ago may be invited to a free check-in call or offered a tailored add-on.

Create trigger-based communications: Emails, tasks, and follow-ups

Trigger-based communication means that a system automatically sends messages, creates tasks, and assigns deals/customers directly to sales reps based on various conditions, such as a specific action a customer takes (for instance, opens an email) or time passed since the customer's last purchase.

Let’s take a quick look at two most popular cases when our users leverage NetHunt CRM’s triggers to bring customers back.

Case #1: Send an email one month after purchase

Let’s say you’ve successfully closed a deal with a customer. After 30 days, NetHunt can send an automatic email to thank the client, share some valuable content or cross-sell opportunities.

Sending an email 1 month after purchase: Automation in NetHunt CRM

Next, even better:

  • If a client doesn’t answer your email, the system can create a task for a manager to follow up.
  • No answer but the message is read? The system can create a different gentle reminder task, such as a follow-up call or ‘contact via messenger.’
Set up your first automated follow-up today

Case #2: Create a task for a manager after 3/6/12 months

Yes, you can leverage a very similar automation for other periods, such as 3 months, half a year, a year — well, you name it! ☺️

Assigning an automated follow-up task to a manager after 3/6/12 months in NetHunt CRM

For example:

  • After 3 months, check in and ask for feedback
  • After 6 months, offer an upgrade or maintenance
  • After 12 months, invite them to renew or repurchase

Generally speaking, you can set up the system to timely remind clients about you after a set time from deal closure and offer updates or add-ons.

And sure, you can automatically set up follow-up tasks for sales reps based on customer behavior.

Track the effectiveness of repeat campaigns with NetHunt’s analytics

Congrats! Now you’ve built a repeat sales funnel and launched useful automations. Time to see whether things work with NetHunt’s smart analytics.

How to see who came back and why

For this, you’ll need Google Looker Studio, which already natively integrates with NetHunt CRM.

There, you’ll build a real-time chart that visualizes your customer return dynamics and purchase volumes over time. But first, prepare the next key fields in the CRM:

  • Related summaries. Helps you track the total value of all won deals per client to understand how much they’ve spent;
  • Last order date. Shows when the customer last made a purchase;
  • Client status. Helps distinguish between new and returning customers.

How to analyze repeat deals in NetHunt CRM

You can create custom reports based on any sales funnel data.

But to track repeat deals, you need to tag them first. Again, nothing fancy as we’ve built NetHunt CRM with pure simplicity in mind. Simply add a "repeat deal" tag in the appropriate field, a client type in the deal (e.g., "new" or "existing"), and add a label to the deal name. From there, you can generate reports to track:

  • % of deals that are repeat vs. new to understand how much of your revenue comes from retention versus acquisition;
  • Revenue from returning customers. Such reports help identify those small segments that generate a large portion of your revenue but which you wouldn't have seen otherwise;
  • Conversion rate of return campaigns to find out which messages, offers, or timings convert best;
  • Top-performing return channels (email, call, etc.) to see which communication methods drive the most repeat sales and optimize time and budget eventually;
  • Manager performance on follow-up tasks to see who’s consistently closing return deals and who needs support or coaching;
  • Segment-specific results (e.g., high-spenders vs. small buyers) to personalize your strategy for different types of customers. High-value buyers may respond well to premium offerings, while smaller buyers might need incentives.

Final thoughts

Repeat sales are where trust, loyalty, and long-term relationships shine.

With NetHunt CRM, you can build a simple, automated, and highly effective funnel that brings customers back again and again.

Segment, automate, and track. Then improve!

You’ve got this ?

Don’t forget to share this post with friends and colleagues!