SUCCESS SETUP: EASY

Churn Win-Back Loop

Runs a customer win-back campaign when you ask, in your own dedicated chat.

For customer success teams · Runs on Frontier, Local · Runs on its own weekly

Connects to

Grok Bot

Where to run it

No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
Local: run the reasoning step on a local model. See the model picker for hardware guidance.

Agent instructions (copy into your agent)

Run a customer win-back campaign when I ask, in your own dedicated chat. Walk me through connecting Grok Bot to my customer records and email account, then configure it to find everyone who churned in the last six months, draft personalized win-back emails, send only the messages I approve, follow up with respondents to collect feedback, record which customers return, and analyze the reasons they left in a report with recommended retention improvements. Ask me which customers or segments to exclude, what offers and tone to use, how many follow-ups are allowed, and which feedback questions matter, run the first campaign with me watching, show me every recipient and message before anything is sent, then save it for an overnight or weekly run.

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