Picture your schedule fully booked, your inbox in a scramble, and not a single holiday email written yet. Watch this to see how to build the whole campaign once, weeks before the rush, so the season runs itself.
Every fitness, wellness, or beauty business owner knows the holiday season brings more spending, busier schedules, and less time to think about marketing. The businesses that benefit most from that spending aren’t the ones offering the biggest discount, they’re the ones already sitting in a client’s inbox and on their phone before the rush even starts.
The best starting point for any holiday campaign already exists in the account: last year’s sales data. Pulling the top-selling purchase option from last November and December reveals exactly who already said yes once, and that list becomes the foundation for a targeted campaign, while a second group captures everyone who didn’t buy for a different message entirely.
From there, a holiday win-back automation, built specifically for clients who disappeared around the same time last year, can run with its own end date so nobody gets holiday messaging months after the season is over. Built once, with the dates set in advance, the whole calendar runs on its own while the business owner focuses on everything else the season demands.
Key Moments
0:00 Intro
0:21 The Holiday Spending Window
1:43 Start With Last Year’s Sales Data
4:39 Turn Top Buyers Into a Client Group
5:36 Schedule a Holiday Email Campaign
9:08 Target Clients Who Didn’t Buy
12:39 Campaign vs Automation Explained
13:47 Build a Holiday Win-Back Automation
16:23 Email and SMS Message Sequence
19:38 Activate Without Double-Messaging
21:50 Your Full Holiday Calendar
What You Will Learn
Pull last year’s sales summary by purchase option to find your top-selling holiday offer
Turn last year’s buyers of that offer into a dedicated client group you can market to directly
Schedule a holiday email campaign in advance so it sends automatically on the date you choose
Build a second client group of people who didn’t buy last year’s top offer for a different message
Understand the difference between a one-time scheduled campaign and an ongoing, activity-based automation
Build a dedicated holiday win-back automation targeted at clients who disappeared around the same time last year
Sequence email and SMS messages together so a text reinforces urgency after an email has already landed
Deactivate holiday-specific automations once the season ends so nobody gets seasonal messaging months later
The fastest way to start is to pull your sales summary by purchase option for last November and December and find your top seller. Turn everyone who bought it into a client group, and you have the foundation for a targeted campaign plus a clear picture of who to reach differently this season.
Why Last Year’s Data Is the Best Starting Point
Every account already holds a record of what sold, who showed up, and who drifted away during last year’s holiday season. Pulling a sales summary by purchase option for that same window reveals a business’s top seller without any guesswork, and that single report becomes the foundation for everything else in a holiday campaign.
Turning Sales Data Into Targeted Groups
Everyone who bought last year’s top offer can be added directly into a client group from the sales report itself, creating an instant audience for a personalized campaign. A second group, built using a simple “not in” rule against that same purchase option, captures everyone who didn’t buy, so that audience can receive a completely different message instead of one that assumes a purchase that never happened.
Scheduling the Campaign Once, Running It Automatically
A one-time email campaign can be scheduled weeks in advance to send on a specific date to a specific client group, with an AI writing assistant drafting the copy so nothing has to be written from scratch. This is different from an automation, which triggers based on ongoing client activity rather than firing once on a set date.
Building a Win-Back Automation With an End Date in Mind
A holiday-specific win-back automation targets clients who haven’t visited in roughly the length of a full year, distinct from a standard win-back built around a shorter window like ninety days. Pairing an email sequence with SMS, and including a clear exit rule for anyone who returns, keeps the messaging relevant without duplicating contact from other active automations.
Closing Out the Season Cleanly
Once the holiday push ends, deactivating the season-specific automation prevents clients from receiving out-of-season messaging months later, and any standard year-round win-back can simply be turned back on. Reviewing what worked after the season wraps means next year’s calendar can be rebuilt from a proven starting point instead of a blank page.