Marketing

Marketing Automation Software Tips: What Most Businesses Miss After Black Friday

Kat Kuchtjak

Updated: Nov 13, 2025 · 5 min read

Hands working on a laptop and smartphone surrounded by holiday-themed items and a tablet displaying gift boxes

Black Friday floods your small business with new customers, but what happens next? Most businesses focus on pre-sale hype but miss the most profitable stage: post-purchase retention.

With the right marketing automation software and CRM system, you can turn seasonal shoppers into lifelong customers. Let’s break down what most businesses overlook — and how automated marketing features help you continue the momentum after Black Friday.

1. Build a Smart Post-Purchase Funnel

Gaining a customer is only the beginning. The real growth happens after the first sale, appointment, or service, when you get the opportunity to turn a first-time buyer into a loyal client. That’s where a strong post-purchase funnel comes in.

A post-purchase funnel is a series of automated touchpoints designed to nurture relationships, encourage repeat business, and build long-term trust. By combining thoughtful communication with the right automation tools, you can guide every new customer from “thank you” to “see you again soon,” without constant manual effort.

Automation ideas:

  • Start strong by sending first-time customers a fast-follow message about your Small Business Saturday sale.
  • Automate review requests a few days later to gather valuable social proof. Make sure not to schedule them too close to major holidays, like Thanksgiving.
  • Provide helpful post-purchase content, like care instructions, FAQs, or how-to videos.
  • Offer loyalty discounts based on previous purchases or services.

Send follow-ups automatically with trigger-based campaigns across channels, like email — helping you stay in touch, build relationships, and grow customer loyalty.

2. Re-Engage Shoppers Automatically

Many Black Friday customers shop once and disappear. Reconnect with those past customers using a smart re-engagement strategy that brings them back without starting from scratch.

With a powerful CRM, you can easily spot lapsed customers, segment your list, and send automated campaigns that keep your business top of mind.

Examples:

  • Win-back emails: “We miss you! Here’s 15% off your next appointment.”
  • Seasonal reminders: Send early access to new year sales or seasonal offers.
  • Personalized recommendations: Suggest items or services that complement past purchases.

Short on creative ideas? A marketing automation software can make it easier with pre-built, customizable templates for email and SMS — so your re-engagement messages always feel personal, not pushy.

3. Automate Relationship-Building Moments

The reality is that small gestures create loyal customers. Use automation to celebrate special occasions and show appreciation all year long. Not only does it add a distinctive touch, but it’s also more cost-efficient for your small business.

What to automate:

  • Send an instant thank-you message via email or SMS right after checkout.
  • Birthday and anniversary greetings paired with exclusive offers.
  • Customer milestones thanking them for a year of loyalty or their fifth order.
  • Personalized messages based on customer preferences stored in your CRM system.

The best part? You can automatically send these messages on schedule, ensuring your customers feel valued — without having to remember every date.

4. Streamline Sales, Billing, and Follow-Ups

Post-sale tasks like invoicing, quotes, and payment reminders often get messy after major sales events. Automating these processes improves efficiency and your overall customer experience.

Set it and forget it:

  • Generate and send invoices instantly after a sale.
  • Send automated reminders for overdue payments.
  • Deliver interactive quotes customers can approve directly from their mobile devices.

These automations keep your business looking polished and professional long after the rush is over.

Take it from our home services client, K&L Roofing:

“I don’t know of anything else that handles our full business like Thryv. We literally track estimates, paid and unpaid invoices, deposits, advertising — everything.”

5. Track, Measure, and Improve

Now it’s time to turn your post-purchase funnel into your sales retention pipeline. Use automated nurture campaigns to deliver timely, personalized messages that motivate customers to come back.

Let your data take the lead. Marketing automation software features like built-in marketing analytics help you monitor open rates, clicks, and conversions. Then, you can refine your strategy and improve your holiday growth campaigns after every Black Friday.

Review key metrics across channels:

  • Ads: Click-through rate (CTR), cost per lead (CPL), return on ad spend (ROAS)
  • Email: Opens, clicks, conversions
  • Social: Engagement and referral traffic

Focus on what works, refine what doesn’t, and maximize your ROI. Remember, you can also use list management tools and opt-in widgets to grow your audience legally and effectively.

Less Effort, Better Results

Your success on Black Friday shouldn’t be limited to one day — it should spark many new customer relationships. By taking advantage of a powerful CRM software with smart marketing automation like Thryv, small businesses can nurture leads, retain customers, and increase repeat sales automatically. From thank-you messages and re-engagement campaigns to automated invoice reminders, you can turn one-time buyers into long-term clients without lifting a finger.

What are you waiting for? Explore the Thryv Marketing Center™ for more and book your free demo today!

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