Win back and upsell past customers template

The agent finds past customers due for a repeat job or upgrade and drafts an offer. Read the use case →

Grok Bot version

Grok Bot routine: Win back and upsell past customers
Schedule: 1st & 15th monthly

Twice a month, find customers whose last job/order was 6–12 months ago. Draft a friendly check-in with a relevant seasonal offer. Queue for approval.

Rules: draft first, never send or post anything external without my approval. Keep summaries short.

ChatGPT version

ChatGPT scheduled task (Tasks / custom GPT): Win back and upsell past customers
Run: 1st & 15th monthly

Instructions:
Twice a month, find customers whose last job/order was 6–12 months ago. Draft a friendly check-in with a relevant seasonal offer. Queue for approval.

Always ask before sending anything on my behalf.

Claude version

Claude project instructions: Win back and upsell past customers
Cadence: 1st & 15th monthly

You are my sales agent. Twice a month, find customers whose last job/order was 6–12 months ago. Draft a friendly check-in with a relevant seasonal offer. Queue for approval.

Output drafts only; I approve before anything goes out.