Re-engage lapsed customers or prospects using AI-driven insights to personalize outreach and tailored win-back offers.
This workflow is designed for marketing and customer success teams looking to re-engage customers or prospects who have gone cold. It leverages AI-driven analysis to detect early signs of churn and to flag contacts that require a targeted win-back strategy.
The workflow begins by scanning your customer or prospect database for indicators of decreased engagement, such as reduced product usage or a long gap since the last interaction. It then organizes and segments these lapsed contacts based on factors such as purchase frequency and expressed interest, allowing for tailored re-engagement strategies.
Subsequently, AI is used to generate personalized win-back content—ranging from special discounts and webinar invitations to updates on new features— which is then deployed through multiple channels like email, SMS, and digital ads. The final step monitors engagement through AI scoring, ensuring follow-ups are appropriately scheduled to maximize the chance of winning back the customer.
You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.
You want inspiration for real-world ways to help people as you're building your Ai product.
You're focused on the Retention stage in your daily job and want to find ways for Ai to help you do more with less.
Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?
Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.
And test it! Learn what works and what doesn't.
Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.
Using the segmented customer data from {customerData} and insights on possible reasons for churn, generate a win-back message that includes a tailored offer (e.g., discount, webinar invitation, or feature update). The tone should be empathetic and persuasive, addressing the customer's concerns and highlighting improvements or new benefits.
Analyze the engagement metrics from {engagementData}, including email opens, clicks, replies, and return purchases. Generate a score for each contact that indicates their re-engagement level and recommend follow-up actions for those with moderate engagement.
Craft an Ai automation or agent plan, just for your b2b. Simple. The first step in automating across your buyer and customer journeys: inspiration for what to build. Talk with an Ai agent via your phone to quickly create your custom Ai agent plan.