The Problem
Losing a deal feels frustrating. You spent time and money, but now the customer is gone. Without follow-up, you might never get them back. Traditional methods like generic emails often fail because they’re impersonal or too late.
Imagine a plumber who loses a customer after a leak. If they don’t follow up, that customer might switch to a competitor. The same goes for dentists or roofers—lost deals mean lost revenue and wasted effort.
How It Works
When a deal is marked 'Lost' in your system, our AI jumps in. It creates a 60-day campaign with personalized messages tailored to that customer. For example, a dental office might send oral care tips, while a roofer could share storm preparedness advice.
The AI uses information from the deal (like the customer’s name or past interactions) to make messages relevant. You don’t need to write anything—just set it up once, and the system handles the rest.
What It Means for You
This campaign works because it’s timely and relevant. Studies show customers are more likely to return if contacted within 60 days. You’ll recover deals you thought were gone, boosting revenue without hiring more staff.
It also frees up your time. Instead of manually emailing lost customers, the AI does it automatically. This means you can focus on new business while the system handles retention.
Getting Started
To start, log into your AI Business Sites dashboard and go to the Automations section. Look for the 'Deal Status Changed' trigger and set it to trigger when a deal is marked 'Lost'.
Our system will guide you through creating or selecting AI-generated messages. You can customize templates if needed, but the default content is designed to work out of the box for most businesses.