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Your Churned Customer Groups Are Always Out of Date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
Connect Your Square Account
Securely link your Square store so the agent can access your customer directory and groups.
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.
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
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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