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Customer Win-Back

A win-back email draft the moment a churned customer shows new interest on your website.

Customer RetentionReviewed

Sample result

Run live demo
Draft a win-back email
Checking in - Zephyr Provisions & Apex Automation
SV
To: Sofia Voss
sofia.voss@zephyrprovisions.com

Hi Sofia, Hope you're well. I saw someone from Zephyr Provisions was looking at our new PLC controllers earlier today, which made me think of our past work together. I know it's been a little over a year since your contract ended. If you're re-evaluating your line automation, I'd be happy to walk you through the advances we've made since we last spoke. We've helped other food processors like yourselves increase throughput by 15% with the new models. Worth a brief chat next week? Best, Alex Cohen Sr. Account Manager, Apex Automation

Example run

You ask

“Check for any recent activity from churned customers that we could win back.”

9:01 AM
Scanning website activity

Found a high-value visit from Zephyr Provisions' IP range to the 'AX-500 PLC Controller' product page within the last 24 hours.

9:02 AM
Checking account status in CRM

Confirmed Zephyr Provisions is a former customer who churned in Q2 2023. Their executive sponsor was Sofia Voss, Head of Operations.

9:03 AM
You get

Win-Back Outreach for Zephyr Provisions

9:04 AM

Who it's for

This skill is for account executives and customer success managers who have lost a key account but need to be ready to act the moment that customer shows renewed interest. It helps you catch a returning customer before a competitor does.

What it does

Each morning, this skill cross-references your website traffic from Google Analytics against your list of churned accounts in Salesforce. When it finds a match, it drafts a personalized win-back email and an internal plan outlining the opportunity, all for your review.

What you need

To get started, you will connect your Salesforce instance so the skill can identify churned accounts. You will also need to provide access to Google Analytics to monitor for their return visit to your website.

What you get

The skill delivers a package for you to approve: a draft win-back email tailored to the specific customer, a concise alert explaining why the opportunity was flagged, and a brief account plan to guide your next steps.

More in Customer Retention

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    Renewal in:65 days

    A renewal risk alert with a recommended plan to save the account.

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  • Customer Onboarding

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    2. 2Technical Integration
    3. 3Dispatcher Training Session
    4. 4Driver App Rollout
    5. 5Go-Live & First Week Support
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    A complete onboarding plan and milestone summary for every new customer.

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  • Customer Event Monitoring

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    Acquired:Acrylite Polymers
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    Source:News API

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