A former customer with unclear outreach consent
Purchase history and outreach permissions
Owner: Sales teamAI-ASSISTED AUTOMATION · Sales & CRM
Reconnect with former customers at the right moment.
Identify former customers worth re-engaging using history and consent, then track outreach and responses in your CRM.
- Review churn reasons and history.
- Build a permission-based audience.
- Track responses in the CRM.
Tell us what you need; we will define the scope and setup steps with you.
★★★★★Explore customer experiencesCustomer Win-BackExample workspace
Win-back outreach reviewIllustrative workspace
A former customer with unclear outreach consent
A former customer with unclear outreach consent
Review contact eligibility and churn reasons
Owner: Sales teamA former customer with unclear outreach consent
A re-engagement list filtered by permission
Owner: Sales teamChurn reason review
Permission-based re-engagement
KEY FEATURES
What this product will handle for your team.
Practical capabilities with a clear role in your workflow.
Churn reason review
Review churn reasons and history.
Permission-based re-engagement
Build a permission-based audience.
CRM response tracking
Track responses in the CRM.
USE CASES
How could this fit your day-to-day work?
Explore the need, the proposed approach and your team's role.
SELECTED USE CASE
A customer who has not returned
- 01THE NEED
Past customers who have not purchased recently are scattered across sales records, leaving no clear re-engagement list.
- 02AI APPROACH
Combine customer history, filter by valid outreach permission and create traceable follow-up tasks for sales.
- 03NEXT STEP
Deliverable: Re-engagement list and recorded customer responses. Success metric: Customers won back.
SELECTED USE CASE
The customer has not consented to outreach
- 01THE NEED
A former customer in the proposed audience has no valid marketing permission.
- 02AI APPROACH
Exclude the customer from outreach when consent is missing; do not prepare or send a campaign message without a valid permission basis.
- 03NEXT STEP
Deliverable: An excluded contact with a documented consent reason.
CUSTOMER EXPERIENCES
Experiences from our customers.
Hear from customers using the product in their business workflows.
★★★★★
It immediately identifies customers who have started using the platform less and labels them 'high churn risk'; our churn rate fell by 45%.
Berkay SolmazSaaS Yazılım Hizmetleri
★★★★★
It senses dissatisfaction as commitments near their end and guides the customer representative towards the right offer, preventing losses.
Sevgi AltunKurumsal İnternet Servis Sağlayıcı
The experiences shared reflect each customer’s individual project scope.
OTEMATIK · NEXT STEP
Adapt this workflow to your business.
YOUR QUESTIONS
What to know before implementation.
Review the product scope, connection requirements and approval points.
How does this solution work?
Churn reasons and re-engagement opportunities are scattered across old records.
Source and need
Past customers who have not purchased recently are scattered across sales records, leaving no clear re-engagement list.
Is win-back the same as churn prevention?
No. This workflow targets former customers; Customer Health & Churn Prevention focuses on risks while the relationship is still active.
What is included in the scope and outputs?
Deliverable: Re-engagement list and recorded customer responses. Success metric: Customers won back.
Deliverable: An excluded contact with a documented consent reason.
Message consent, channel policies and personal-data processing requirements are checked during setup.
How do quoting, setup and connections work?
Let’s define the scope together.
Workflow setup, integration assessment for suitable systems, testing, monitoring and ongoing management. Core deliverable: Re-engagement list and recorded customer responses.
CRM, email and applicable messaging permissions
Which steps belong to AI and your team?
Analysis and workflow
Combine customer history, filter by valid outreach permission and create traceable follow-up tasks for sales.
Proposed output
Deliverable: Re-engagement list and recorded customer responses. Success metric: Customers won back.
Team review
Authorization, approval steps and exception owners are agreed with your team during setup.
Business rules
Message consent, channel policies and personal-data processing requirements are checked during setup.
How are data, access and security handled?
Your information is collected to review your request and contact you about it. This form does not collect marketing permission. Please do not share sensitive personal information.
What data and systems are needed for churn reason review?
Setup reviews access to CRM, email and applicable messaging permissions. Data scope, permissions and transfer methods depend on the client environment; a ready-made connector is not assumed.
OTEMATIK · NEXT STEP
Let’s define the right scope for your business.
Share your current process and required connections. Our team will help define the implementation scope and next steps.