Ecommerce
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Square Customer Win-Back Agent

Losing customers? This agent analyzes customer activity, segments churned profiles, enriches data with custom attributes, updates groups, and prepares lists for targeted win-back actions. Perfect for Square merchants who want to reduce churn and reactivate valuable buyers.

Jobs your agent handles

What this agent does for you

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

You’re Losing Repeat Buyers and Don’t Know Who They Are

Sales are down and you suspect loyal customers are slipping away, but you don’t have time to dig through Square and figure out who’s gone inactive.

Your Team Spends Hours Manually Building Win-Back Lists

Every month, someone exports customer data, filters spreadsheets, and tries to find lapsed buyers for reactivation campaigns. It’s slow, error-prone, and rarely up to date.

You Want to Personalize Win-Back Campaigns but Lack Data

You’d like to target lost customers with offers based on their last purchase or inactivity period, but your Square profiles don’t have the custom data you need.

Your Churned Customer Groups Are Always Out of Date

Customers who come back still get win-back offers, and new churned customers aren’t added to your segments fast enough, leading to wasted marketing spend.

You Need to Prove Your Win-Back Campaigns Are Working

You want to track which customers were reactivated and ensure your lists reflect real-time changes, but updating everything manually is impossible.

How to hire your agent

1

Connect Your Square Account

Securely link your Square store so the agent can access your customer directory and groups.

2

Tell the Agent Your Win-Back Criteria

Specify how you define a churned customer (e.g., no purchase in X days), which custom attributes to track, and any group naming preferences.

3

Agent Goes to Work

The agent scans your customer base, segments churned profiles, enriches them with custom attributes, updates groups, and prepares targeted lists—ready for your next win-back campaign.

You doing it vs. your agent doing it

Manually export customer data, filter for inactivity, and build lists in spreadsheets every month.
Agent continuously monitors for churned customers and updates lists and groups automatically.
3-5 hrs/month
Forget to remove reactivated customers from win-back campaigns, leading to awkward or wasted outreach.
Agent instantly removes returning customers from churned groups, keeping your campaigns relevant.
1-2 hrs/month
Spend hours updating custom attributes for each customer to personalize offers.
Agent bulk updates custom attributes for all churned customers in one go.
2-3 hrs/month
Risk errors and outdated data with every manual segment update.
Agent ensures your win-back segments are always accurate and current, eliminating manual mistakes.
Countless errors prevented
Struggle to prove ROI of win-back campaigns because lists aren’t tracked or updated in real time.
Agent maintains real-time lists and attributes, making campaign tracking and reporting effortless.
1-2 hrs/month on reporting

Agent skill set

What this agent knows how to do

Detects Churned Customers

Identifies customers who haven’t purchased or engaged within your set timeframe, so you know exactly who’s slipping away.

Segments Lapsed Buyers

Automatically groups lost customers based on purchase history, inactivity period, and other custom criteria for precise targeting.

Enriches Customer Profiles

Adds custom attributes to customer records—like last order date or reason for churn—so your win-back efforts are data-driven and personalized.

Creates and Updates Win-Back Groups

Builds and maintains dedicated customer groups for lapsed buyers, ensuring your marketing lists are always up to date.

Prepares Targeted Win-Back Lists

Delivers ready-to-use lists of churned customers, segmented and enriched, so your team can launch high-impact campaigns instantly.

Bulk Updates Customer Data

Efficiently updates or adds custom attributes for multiple customers at once, saving you hours of manual editing.

Removes Customers from Groups When They Return

Keeps your win-back lists clean by automatically removing reactivated customers from churned segments.

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