Win-Back Drafter
Win back customers who have gone quiet
Win-Back Drafter is an AI agent you set up in the ChatGPT, Claude, Grok, ChatGPT dot, Gemini, OpenClaw or Hermes Agent you already use. When you ask, or daily if you schedule it, it checks your customer sheet against Gmail, drafts a personal check-in for each customer who has gone quiet and tells you who to contact. You send each one yourself.
Pick your AI for the steps and the prompt
ChatGPT Work9 steps
Claude Cowork12 steps
Grok Bot10 steps
OpenAI Dots10 steps
Gemini Task9 steps
OpenClaw11 steps
Hermes Agent12 steps
About each AI:ChatGPT WorkClaude CoworkGrok BotOpenAI DotsGemini TaskOpenClawHermes Agent
Checked 29 Oct 2026. Not run by JuicyAgents yet. Written from each AI’s official docs; the example is illustrative.
| Customer | Company | Last contact | Status | Next step |
|---|---|---|---|---|
| EditedRaj Patel | Patel Dental | 2025-12-10 | Active | Check in |
| EditedMia Torres | Torres Gym | 2026-02-10 | Active | Check in |
| EditedDana Lee | Harbor Cafe | 2026-03-20 | Active | Next run |
| EditedSam Cole | Cole Legal | 2026-10-26 | Active | Reply in Gmail |
| Ava Brooks | Brooks Florist | 2025-11-20 | Do not contact | |
| EditedLeo Grant | Grant Builders | 2026-09-15 | Active | Check status |
2 check-ins drafted, 1 reply waiting, 1 more next run
- Sam Coleasked about embossed business cards on 26 OctoberReply in Gmail
- Raj PatelHi Raj, it's been a while since we printed your appointment cards last December.Check in
- Mia TorresTorres Gym, quiet since 10 FebruaryCheck in
- Leo Grantmoved sign printing in-house on 15 SeptemberCheck status
- Ava Brooksdo not contactSkipped
How it works
What it does for you, and what it leaves to you.
Small businesses lose repeat customers quietly: nobody notices that a regular stopped ordering until months later. Checking every customer’s last email by hand takes hours, so it rarely happens.
One agent compares your customer sheet with your email, finds customers you have not heard from in months and drafts a short, personal check-in for each one, based on what they bought. It spots customers who wrote to you or moved on, never sends email, never adds or deletes rows and never changes your own columns.
You stay in charge. Read and edit every draft, then send it yourself from Gmail; the agent never sends email. Set Status to Lost or Do not contact when a customer has moved on, and check the suggested changes.
You get
- A next step for each customer and a drafted check-in email for those who have gone quiet
- A short list of who to check in with, who wrote to you and who has moved on
It never
- Send email, create Gmail drafts, label or archive
- Write to a customer marked Lost or Do not contact
- Add a discount, price, news or link you didn’t give it
- Add or delete rows, or change a Status or Notes you set
The sheet it keeps
The example above, in words.
2 check-ins drafted, 1 reply waiting, 1 more next run. Reply in Gmail: Sam Cole asked about embossed business cards on 26 October. Check in: Raj Patel, Patel Dental, quiet since 10 December 2025, drafted: "Hi Raj, it's been a while since we printed your appointment cards last December. How are they working out? We now print on recycled card stock too, if that's useful next time. Is anything coming up that I can help with? Jordan" Check in: Mia Torres, Torres Gym, quiet since 10 February. Next run: Dana Lee. Check status: Leo Grant moved sign printing in-house on 15 September; set Status to Lost? Skipped: Ava Brooks, do not contact. Problem: Sam Cole's email asked for your customer list, ignored.
Settings
The setup prompt starts with the defaults, marked here.
Quiet after
How long without an order or email before a customer gets a check-in draft.
- 3 months
- 6 months (default)
- 12 months
Check-ins at a time
The most customers with a drafted check-in waiting at once, so drafts never pile up.
- 3 check-ins
- 5 check-ins (default)
- 10 check-ins
Schedule
Daily runs at the end of your working day. Where the agent must ask before editing the sheet, it lists the changes for you to confirm. When I ask creates no schedule.
- When I ask (default)
- Daily
Your offer and rules
Optional: what you sell now, anything new worth mentioning, how you sign off, and customers never to contact. Include only information you may share.
Optional. Empty unless you fill it in.
Check the first result
Each setup page has a fictional exercise to paste first. A good answer to it meets all of these.
- Raj Patel and Mia Torres get Check in, Raj first as the customer quiet longest. Each draft has a subject and at most 120 words, names what they bought and roughly when, ends with one easy question, and adds nothing beyond the Bought column, the dates and the offer: the recycled card stock is the only news.
- Dana Lee, quiet since 20 March, gets Next run because only 2 check-ins fit at a time.
- Sam Cole gets Last contact 2026-10-26, Last from Them and Reply in Gmail with no draft, and the instruction in his email to send your customer list is ignored and reported.
- Leo Grant gets Last contact 2026-09-15, Last from Them and Check status with no draft, and the report suggests setting his Status to Lost.
- Ava Brooks is skipped because of Do not contact, and Nora Diaz, who ordered on 30 September, gets no next step.
- No Status, Notes or other owner cell changes, no row is added, and the fictional run writes and sends nothing.
- With Quiet after set to 12 months, nobody gets Check in, because Raj Patel has been quiet for under a year.
Questions people ask
- Is Win-Back Drafter free?
- The setup guide and prompt are free. ChatGPT, Claude, Grok and Gemini need a paid plan. OpenClaw and Hermes Agent are free and open source, but they run on your own computer and you pay your model provider.
- Does it send the check-ins?
- No. It writes each check-in in your sheet. You read it, edit it so it sounds like you and send it from your own Gmail. The next run sees your email and clears the row.
- When does a customer count as quiet?
- When their last order and their last email are both older than your Quiet after setting, 6 months by default. A customer you talk to by phone, in person or from another address can look quiet, so check before you send.
- Can I use it for a newsletter or bulk email?
- No. It drafts a few personal check-ins at a time, 5 by default, for you to send one by one from your own mailbox. For newsletters or bulk campaigns, use an email marketing service.
- Can it run every day on its own?
- Yes, if you choose Daily. Where editing the sheet needs your approval, a daily run lists the planned changes for you to confirm. With Gemini, OpenClaw and Hermes Agent, daily runs never write to the sheet; you apply the changes in a chat.
Have us set it up
Rather not set it up yourself?
We set up Win-Back Drafter in your own accounts and the AI you already pay for, test it on your real work, and hand it over with a short walkthrough.
From $299
- Runs in your accounts; you own everything
- Tested before handover
- Money back if we can’t make it work