Win-back: an AI agent that revisits lost deals and past customers when their situation changes
Win-back watches the deals you lost and the customers who left. When something changes that makes a new conversation worth having, such as a new leader, a product release on your side or the end of the contract that beat you, it tells the owner and drafts a note that refers to what happened last time. The owner approves the note.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- Every week, across lost deals and former customers from the past two years.
- Works in
- Your CRM's loss reasons and notes, job-change and news data, your product release notes, and email.
- Waits for a person
- Every message. Alerts go to your team only.
- How you know it works
- Conversations reopened, meetings booked and revenue won back.
What it does
- Reads why each deal was lost or each customer left, from your CRM notes and loss reasons.
- Works out what would have to change for them to come back, such as budget, a missing feature or a different decision maker.
- Watches for those changes: new leaders, funding, releases on your side, or a competitor's contract coming up for renewal.
- Scores each change by how well it answers the original reason.
- Drafts a note that acknowledges the history and says what's different now, for the owner to approve.
What it hands your team
Copperline Freight: lost to a competitor 14 months ago
- Lost because
- They needed a Salesforce integration you didn't have.
- What changed
- You launched the integration in August, and their one-year contract with the competitor ends next month.
- Next
- The agent drafted a note to their VP Sales, waiting for approval.
Example output. The companies and people are made up.
Questions about the win-back agent
Which lost deals are worth revisiting?
The ones lost for reasons that can change: timing, budget, a missing feature, a competitor's contract. Deals lost on poor fit stay closed unless the fit changes.
How do we avoid annoying people who said no?
The agent writes only when something relevant has changed, and says what changed. You set how long to wait after a loss, and a rep approves every message.
Does it cover former customers too?
Yes, with notes that reflect their time with you and why they left.
More agents for customers
- Onboarding guideTracks each new customer's first 90 days and flags stalls.
- Health watchFlags accounts whose usage or sentiment is slipping.
- Renewal prepBuilds the renewal brief 90 days before each renewal.
- Expansion signalsSpots teams and use cases ready for more seats.
- QBR builderDrafts quarterly business reviews from account data.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.