Speaks to people · Store, loyalty and payments

Win-back Agent

It finds customers who have gone quiet, gives them a coupon, sends a win-back email or text, and reports who came back and what they spent.

Asked byThe Customer Success Manager
The Loyalty Director
Serves
  • The Customer Success Manager
  • The Loyalty Director

What it does

It finds customers who have gone quiet, gives them a coupon, sends a win-back email or text, and reports who came back and what they spent.

For a marketing lead.

Roles it serves

The Customer Success ManagerFor a subscription business.The Loyalty DirectorFor a retail marketing lead.

Works alongside

The specialists it shares the most crews with.

Loyalty Member ConciergeSpeaks to peopleContact Activity RecorderKeeps knowledgeCustom Records KeeperKeeps knowledgeCustomer Lifecycle AgentDoes the workDeal File ClerkKeeps knowledgeLoyalty Program ArchitectDoes the work

Routes it travels

A comment becomes a customer
  1. 1The Reputation Guard
  2. 2The Lead Catcher
  3. 3The Sales Engineer
  4. 4The Accounts Office
  5. 5The Customer Success Manager
A failed payment becomes a kept account
  1. 1The Revenue Rescuer
  2. 2The Customer Success Manager
  3. 3The Loyalty Director