Re-engage Lapsed Customers Ai Agent Workflow Blueprint

Retention Stage Lifecycle Marketing Agent
Re-engage lapsed customers or prospects using AI-driven insights to personalize outreach and tailored win-back offers.

Who this Ai Workfow Is For

Go-To-Market Pros

You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.

Ai Builders

You want inspiration for real-world ways to help people as you're building your Ai product.

Pros Focused on the Retention Stage

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.

How this Ai Workflow Helps

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.

Ai Workflow Example as Inspiration for More

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.

1. Trigger: Signs of Churn
Trigger. Use an AI model to scan your customer/prospect database for signs of churn, such as reduced usage or long inactivity periods, and flag contacts at risk.
AI Analytics OpenAI IBM Watson Google Cloud AI
2. CRM & Segmentation
Tool Call. Organize the flagged contacts by potential churn reasons and customer profiles using your CRM and segmentation tools.
Data
CRM Salesforce HubSpot CRM Zoho CRM Pipedrive
3. AI Offer & Content Generator
LLM Call. Generate tailored win-back content such as special discounts, webinar invitations, or feature showcases using AI, customized to address the customer's potential reasons for lapse.
Document
AI Writing OpenAI GPT-4 Anthropic Google Gemini
4. Omnichannel Outreach (Email, SMS, Ads)
Tool Call. Deploy the personalized win-back messages across multiple channels, including email, SMS, and digital ads, using a marketing automation platform.
Email
Marketing Automation Mailchimp SendGrid Twilio HubSpot Marketing Hub
5. AI Engagement Scoring
LLM Call. Monitor and score customer engagement based on opens, clicks, replies, and return purchases, and adjust follow-up actions accordingly.
Report
AI Analytics OpenAI IBM Watson Google Cloud AI

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