Win back quiet customers

What it does

Finds customers who've quietly stopped buying by comparing each one's gap to their own normal rhythm, ranks them by what the relationship was worth, puts complaints in front of the owner first, skips anyone already in an automated win-back, and drafts one honest, personal note per customer in the owner's voice.

Works with your apps

• ShopifyEach customer's orders: rhythm, spend and what they bought.Optional
• SquareCustomer purchase history for shops on Square.Optional
• StripePayments and subscriptions by customer.Optional
• QuickBooksInvoices by customer for service businesses.Optional
• XeroInvoices by customer for service businesses.Optional
• HubSpotCustomer records, last contact and notes.Optional
• KlaviyoWho already gets an automated win-back email, so nobody is contacted twice.Optional
• GmailThe last conversation with each customer; drafts in the mailbox.Optional
• OutlookThe last conversation with each customer; drafts in the mailbox.Optional
• ZendeskOpen or recent complaints, so nobody gets a sales note over a problem.Optional

Routines it runs for you

Set up with you in a quick chat, so each one fits you. Switch on the ones you want.

• Monthly win-back listDay 1 of every month at 9 AM

More for sales

• ✨Brief me before a sales callWalk into every call ready: a one-page brief on who's in the room, what was promised and what to ask, from just a company name.
• ✨Who should I call today?Ranks the five people most worth calling today, with talking points from your emails and the deal. A spreadsheet works too.
• ✨Build my client review deckBuilds a quarterly review deck for each client from your CRM, calls and results, every figure sourced and ready to present.
• ✨Keep my CRM up to dateLogs calls, emails and meetings to your CRM and keeps every deal's next step current, with each change shown before and after.
• ✨Turn happy customers into case studiesShapes call notes, reviews and emails into case studies and testimonials, quoted word for word and published once the customer says yes.
• ✨Find and win grants and bidsFinds grants and public bids you fit, checks every rule before you spend time and drafts from your real facts, so every hour counts.