Retention
On demand
Lapsed Customer Recovery Agent
Reconnect when the issue is fixed.
Draft a relevant invitation to a former customer when the issue that made them leave has been resolved.
Review former customer Rowan after CSV export ships.
- Read CRM exit record
What it does
Give a former customer a relevant reason to return.
Draft a relevant invitation to a former customer when the issue that made them leave has been resolved. Built for customer success and account owners.
Review the prior relationship
Provide the former customer's feedback, the relevant improvement and current contact permissions. The original reason for leaving and verified product changes can make an invitation more relevant.
Verify the relevant fix
Check that the improvement addresses their original concern before suggesting a personal message.
Prepare a reconnection
Get a reactivation email draft and the facts to check before reaching out.
How it works
Draft a relevant invitation to a former customer when the issue that made them leave has been resolved. Built for customer success and account owners.
- Approved documents and context
- Reactivation eligibility rules Communication permissions and dispute suppression Optional: the customer's recorded departure reason and last contact preferences, to check whether outreach is appropriate. Optional: released fixes, updated terms or verified service improvements tied to that reason, to explain a concrete change.
- Make the return invitation relevant
- Review a personal message connecting a real improvement to the customer's original reason for leaving.
- Check the basis for reaching out
- Verify the problem has been addressed and contact permission is in place before the team uses the draft.
- Salesforce · Read former-customer history (read)
- Verify prior payment relationship and reason.
- HubSpot · Read communication preferences (read)
- Enforce contact permission and suppressions.
- Jira · Read approved resolved capability (read)
- Verify the relevant change is available.
- Human review and permissions
- Account owner approves eligibility and reconnection wording.
01Gather the context
Bring together the relevant information from Salesforce, HubSpot, Jira.
02Check what matters
Check that the improvement addresses their original concern before suggesting a personal message.
03Prepare the result
Resolved reason, exclusions and evidence gaps. Specific invitation without assumed purchase intent.
04Review proposed changes
Account owner approves eligibility and reconnection wording.
Integrations
CRM
Salesforce
HubSpot
Projects & tasks
Jira
Asana
ClickUp
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Prepare a relevant reason to reconnect with former customers when the issue behind their departure has been addressed.
- Make the return invitation relevant
- Review a personal message connecting a real improvement to the customer's original reason for leaving.
- Check the basis for reaching out
- Verify the problem has been addressed and contact permission is in place before the team uses the draft.
More for retention teams
Ticket Triage & Reply Drafting
Sort incoming support tickets and draft helpful replies using your product information and support history.
Customer Onboarding Orchestrator
Turn a new customer's agreed setup into a simple checklist with owners, dates and a first useful outcome.
Customer Health & Risk Review
Spot customers who may need help by reviewing product usage, support issues and recent conversations.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.