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Yes AI - AI Solutions Australia

AI Customer Win-Back

Plan a relevant follow-up for customers you may contact

Yes AI can help organise inactive customer records, draft re-engagement content and connect an approved workflow to your existing systems. Begin with contact permissions and the reasons customers stopped buying, then measure an agreed pilot.

Discuss your workflow (03) 9003 0111

30-minute consultation: free for businesses with 20+ full-time staff; otherwise AUD200 including GST.

What the workflow can include

01

Define the review group

Set an inactivity rule that fits your sales cycle and distinguish it from cancellation or dissatisfaction. Check identifiers, duplicate records and transaction dates. Keep opted-out or otherwise ineligible contacts outside the proposed campaign, even when their past purchase value is high.

02

Prepare a relevant message

Use the recorded context to draft an appropriate follow-up. A service improvement, renewal reminder or invitation to discuss an unresolved problem may be more relevant than a discount. Check that the message makes no unsupported promise and that the recipient selection is approved.

03

Control campaign execution

Agree channel, audience, frequency, cost limits and a stop condition. Test suppression updates, duplicate prevention and provider errors with permitted test records. Keep commercial offers under the approval process selected by your business and retain the decision record.

04

Measure incremental value

Track eligible contacts, responses, completed purchases, returns, discounts and campaign costs separately. Where practical, compare with a similar untreated group. Report observed results and their limits instead of presenting a modelled recovery rate as a measured client outcome.

Explore a campaign scenario

These are selected assumptions, not benchmarks or predicted results. Expected purchases may be fractional. Contribution should already exclude fulfilment, discounts and other per-purchase costs; keep all inputs on the same GST basis.

Expected responses
10
Expected purchases
2.5
Contribution before campaign cost
$500.00
After entered campaign cost
$0.00

Calculation: contacts × response rate × purchase rate × contribution per purchase, less total campaign cost. No recovery rate or cost is inserted behind the inputs.

ACMA guidance on commercial electronic messages

Agree the scope before connecting data

Start with a defined workflow and representative examples. The proposal should identify the software, responsibilities, access and acceptance checks. Delivery time and price depend on that scope.

  • Verify contact permissions and current suppression records.
  • Approve the audience, message, commercial offer and send limits.
  • Choose success measures and include fulfilment and campaign costs.
  • Test failure handling and stop conditions before launch.

Questions about ai customer win-back

Does a past purchase automatically permit another marketing message?

No. A past purchase alone should not be treated as blanket permission for a win-back campaign. Check the basis for contacting each person, current suppression records and the proposed channel. Apply sender identification and working unsubscribe controls. The ACMA guidance linked below explains the requirements for commercial electronic messages.

What response or recovery rate should we expect?

There is no verified universal Yes AI recovery rate. Results depend on the customer relationship, reason for leaving, offer, timing and contact permissions. The calculator uses rates you choose. Validate them with a limited approved campaign and include customers who would have returned without the campaign when assessing incremental results.

How do you identify an inactive customer?

Agree a definition based on your purchase or service cycle. Separate completed projects, seasonal purchasing, complaints, cancelled accounts and explicit opt-outs. A rule can flag records for review; it does not establish why a customer left. Missing data should be corrected before the record enters a campaign.

Can this use our existing email platform?

Assess your platform edition, APIs, consent fields and suppression behaviour before selecting an integration. A first step might prepare a review list and draft content. Test duplicate contacts, unsubscribe updates, campaign limits and error handling before enabling a sending workflow. Provider and usage costs belong in the agreed scope.

Will AI decide discounts or send offers by itself?

Only actions explicitly approved for the project should be enabled. Set limits for discounts, contact frequency, exclusions and approval. A person should review claims, recipient selection and commercial terms before launch. Keep a record of what was approved and which version of the offer was used.

Which information is needed for a pilot?

Use the minimum relevant records: customer identifiers, transaction dates, approved contact details and permission or suppression status. Add cancellation reasons only where appropriate and available. Review provider access, processing regions and retention first. The pilot can begin with a permitted sample rather than an export of the entire customer database.

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