Marketing

Customer Win-Back Automation for Marketers

Let your AI agent handle the tedious work of finding and reactivating silent customers. Recover lost revenue with personalized campaigns—no more manual tracking or follow-ups.

You’re spending hours in Brevo and Excel, trying to build lists of inactive customers and chasing them with generic emails. As a marketing manager, it’s overwhelming to keep up with segmentation, campaign setup, and results tracking. Every missed follow-up means lost revenue and frustrated leadership.

An AI agent that finds inactive contacts in Brevo, segments them, and launches targeted email and SMS campaigns to recover lost customers automatically.

What this replaces

Export inactive contacts from Brevo into Excel
Manually segment customers based on last purchase date
Write and schedule win-back emails in Brevo
Track campaign results in Google Sheets
Check for duplicate outreach across email and SMS

The hidden cost

What this is really costing you

In SaaS and e-commerce, marketing managers waste hours pulling inactive contacts from Brevo, building lists in spreadsheets, and sending out mass emails that rarely get responses. The manual process is tedious and error-prone, often relying on outdated data and missed segments. Without automation, your team is stuck juggling CSV exports, campaign scheduling, and performance checks. This leads to inconsistent reactivation efforts and declining customer lifetime value.

Time wasted

6-7 hours/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$15,000/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Ignoring churn means your CRM fills with disengaged accounts, reactivation rates drop, and finance teams see shrinking renewal revenue. Missed follow-ups lead to negative trends in retention metrics and tougher questions from leadership.

Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.

Return on investment

The math speaks for itself

Today — without agent

7 hrs/week

of manual work

$15,000/year/ year

With your AI agent

1 hr/week

agent-handled

$2,100/year/ year

You save

$12,900/year

every year, reinvested into growing your business

Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Churned customers are slipping through the cracks

You know you’re losing revenue every month from customers who go silent, but your team doesn’t have time to track them all down and follow up personally.

Your marketing team spends hours building win-back lists

Every quarter, someone has to manually filter Brevo contacts, export lists, and build campaigns—costing you hours and risking missed opportunities.

Your last win-back campaign had poor results

You sent a generic email blast to everyone who hadn’t purchased in 90 days, but almost no one responded. You need smarter segmentation and messaging.

You want to combine email and SMS for higher reactivation rates

You know that multi-channel outreach works, but managing both channels manually is overwhelming. You need an agent to handle both seamlessly.

You’re not sure which win-back offers actually work

You want to test different messages and offers, but tracking results and updating templates is a hassle. You need an agent to do the heavy lifting.

How to hire your agent

1

Connect your Brevo account

Securely link your Brevo CRM so the agent can access your contacts, companies, and campaign data.

2

Tell the agent your win-back criteria and messaging preferences

Specify how you define inactive customers, what segments to target, and provide your preferred email/SMS templates or offers.

3

Agent goes to work

The agent identifies inactive contacts and companies, creates segmented lists, launches personalized email and SMS campaigns, tracks results, and updates messaging to maximize reactivation—all with your approval where needed.

You doing it vs. your agent doing it

Manually export and filter contacts to find inactive customers every month.
Agent continuously scans your Brevo CRM and flags at-risk contacts automatically.
2-3 hrs/month
Build segmented lists and set up separate campaigns for each group.
Agent creates segmented contact lists and launches targeted campaigns in one step.
2 hrs/campaign
Write, update, and test email/SMS templates by hand, tracking results in spreadsheets.
Agent manages templates and tracks campaign performance, updating messaging for you.
1 hr/week
Manually check for overlapping campaigns to avoid sending duplicates.
Agent checks for existing campaigns and prevents duplicate outreach automatically.
30 min/campaign
Switch between email and SMS platforms to coordinate multi-channel win-back efforts.
Agent manages both email and SMS campaigns from a single workflow.
1 hr/campaign

Agent skill set

What this agent knows how to do

Detects Disengaged Contacts in Brevo

Scans your Brevo CRM for contacts and companies with no recent activity, flagging those most at risk of churn.

Builds Segmented Reactivation Lists

Analyzes engagement and purchase history to create precise segments for targeted outreach.

Drafts and Sends Personalized Emails

Uses your templates and recent behavior to craft win-back messages and schedule them for each segment.

Launches SMS Campaigns for Lost Customers

Sends tailored SMS messages to unresponsive contacts, increasing the chance of re-engagement.

Monitors Campaign Results in Real Time

Tracks open, click, and response rates for every email and SMS, highlighting which messages drive conversions.

Refines Messaging Based on Performance

Adjusts email and SMS content automatically using campaign data to improve future reactivation rates.

Brevo Agent FAQ

The agent reviews your Brevo CRM for contacts and companies with no recent engagement, using criteria like last email open or purchase date. You can customize these rules to fit your business. This ensures only truly at-risk customers are targeted for win-back campaigns.

Just connect your Brevo account and define your win-back criteria—such as inactivity period and preferred messaging. The agent handles segmentation, campaign creation, and reporting automatically. No coding or manual data entry is required.

All data is accessed via secure Brevo API connections, encrypted in transit using TLS 1.3. The agent never stores customer data after processing, and you can review all actions before campaigns are sent.

Yes, the agent automates both email and SMS win-back campaigns from your Brevo account. You can provide separate templates for each channel, and the agent ensures no customer receives duplicate messages.

Currently, the agent works with Brevo CRM data and supports English-language campaigns. Multi-language support and integrations with other CRMs are planned for future updates.

Before launching any outreach, the agent checks for existing campaigns and recent communications in Brevo. This prevents overlapping messages and protects your customer experience.

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