Bring back lapsed customers with a win-back sequence
Some lapsed customers return each month
Illustrative example — a composite of common setups, not a specific business's story.
- Difficulty
- Light setup
- Setup time
- 2 hours
- Monthly cost
- $0-$60
- Impact
- Medium
The short version
An agent finds customers who haven't bought in 6+ months and drafts a personal win-back email sequence.
What they did
An agent finds customers who haven't bought in 6+ months and drafts a personal win-back email sequence. The owner started with a small pilot: one workflow, a few days of supervised use where every output was reviewed before it went out, then gradually let routine cases run with lighter oversight.
Agent/tool used: Klaviyo / Square Marketing AI
How it went
In a typical rollout like this: some lapsed customers return each month. Most of the value comes from consistency, the task happens every time instead of when someone remembers. Expect a week or two of tuning the prompt and rules.
Worth knowing
AI drafts can be wrong or off-tone. Keep a human approving anything customer-facing at first, don't paste sensitive data (card numbers, health records, SSNs) into general chat tools, and check each tool's data and privacy terms.
Copy-paste prompt
Write a 3-email win-back sequence for customers of [Business Name] who haven't visited in [6] months. Email 1: we miss you + what's new [notes]. Email 2: a helpful tip. Email 3: an offer [offer] that expires [date]. Each under 100 words.
Replace anything in [brackets] with your own details.
Step-by-step setup
- Write down how you handle this today, in 5-10 bullets.
- Connect or export data from Square, Shopify, Gmail.
- Set up Klaviyo / Square Marketing AI and paste in the prompt, filling in the [placeholders].
- Test it on 5-10 real past examples and fix anything that's off.
- Run it with you approving every output for one to two weeks.
- Once you trust it, automate the routine cases and spot-check weekly.
Published 2026-09-16. Want help setting this up?