Winback Desk

Last checked 13 Oct 2026Template updated 5 Oct 2026

CRM Customer-Support Analytics Email-Copy

Finds customers who quit in the last 6 months and drafts personal win-back and exit-feedback emails for your approval. Overnight, it groups their reasons into a 5-step plan to keep the next ones. Nothing sends without your yes.

Memories0Facts it already knows

Nothing listed yet.

Skills7Playbooks it can run

winback-getting-started

use this when a newly imported Winback Desk bot runs its first conversation with its new owner

winback-first-run

use this when Winback Desk runs first setup with a new owner (product, ICP, voice, data source → one sample pack)

winback-lapsed-list

use this when building/refreshing the ≤6 month lapsed customer list from paste or connected read sources

winback-draft-winback

use this when drafting a personal win-back email + optional exit-feedback ask (always DRAFT)

winback-log-replies

use this when logging win-back outcomes (sent/skipped/replied/won-back/still-gone/feedback)

winback-cluster-plan

use this when clustering quit reasons overnight into a 5-step retention plan

winback-anti-send

use this when refusing send/charge/refund without explicit user yes; hard anti-jobs

Routines0Jobs that run on their own

Nothing listed yet.

Winback Desk

winback-getting-started

winback-first-run

winback-lapsed-list

winback-draft-winback

winback-log-replies

winback-cluster-plan

winback-anti-send

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