# Win Back Customers Who Left, Starting With the Why Source: https://maito.app/workflows/review-inactive-customers-before-a-win-back Maito sorts lapsed clients by why they left, skips complaints and opt-outs, and drafts win-back offers for you to approve in Slack each month. Lapsed clients are sorted by why they left, so the win-back offer only goes to people who would welcome it. [Marketing](https://maito.app/workflows/team/marketing) · [Salons and beauty](https://maito.app/workflows/industry/salons-and-beauty) · On a schedule · Updated October 19, 2026 Works with - Slack - Email - [HubSpot](https://maito.app/workflows/tool/hubspot) - [Salesforce](https://maito.app/workflows/tool/salesforce) - [Attio](https://maito.app/workflows/tool/attio) - [Pipedrive](https://maito.app/workflows/tool/pipedrive) - Calendly - Cal.com - Gmail - Microsoft 365 - Superhuman Mail ## How do you win back inactive customers? To win back inactive customers, set a monthly Loop in Maito. It lists clients with no booking in your chosen window, removes complaints and opt-outs, and groups the rest by reasons they gave. It drafts an offer for each group and posts them in Slack for you to review. ## How it's done today A blanket discount goes to everyone who stopped coming, including people who complained. ## What Maito does 1. List clients inactive for 90 days 2. Remove complaints and opt-outs 3. Group by known reason 4. Draft a fitting offer for approval ## Example Loop run: Oct 1 9:00 AM · Monthly win-back review **Maito** (9:00 AM): 96 clients haven't booked in 90 days. 58 are eligible. **Excluded (38):** 9 complaints, 14 opt-outs, 6 moved away, 9 prepaid packages still unused. **Groups:** • 21 colour clients, last visit before Jul 20. Suggest a $20 gloss add-on. • 24 cut-only clients, mostly Saturday bookers. Suggest a weekday slot. • 13 whose stylist, Mara, left in July. Suggest an intro with Jess, no discount. Catch: 9 of the colour clients had a package with unused sessions. I moved them to excluded because a discount would confuse them. Source: CRM notes and bookings. **Priya** (9:20 AM): good. Draft the weekday message for the 24, I'll approve before it goes. **Maito** (9:22 AM): Draft is in your email: weekday tues to thurs cuts at $38 until Nov 15, with the booking link. Nothing is sent until you approve. I'll compare bookings from this group with the last 3 months after 2 weeks. ## How to set it up On a schedule Review inactive customers before a win-back Ask your agent “On the 1st of each month, list clients with no booking in 90 days, leave out complaints and opt-outs, group the rest by what we know, and draft offers in #marketing.” Connect CRM - HubSpot - Salesforce - Attio - Pipedrive Connect booking system - Calendly - Cal.com Connect email - Gmail - Microsoft 365 - Superhuman Mail Not connected yet? Your agent sends you a link to sign in. ## What it won't do It can't know why a client left unless someone recorded it. It also can't promise a discount works, only match offers to groups. ## Questions ### Where does the data come from? Your CRM (HubSpot, Salesforce, Attio or Pipedrive), your booking tool (Calendly or Cal.com) and email. ### Does it send the offers? No. It drafts them, and nothing is sent until you approve. ### Does it guess why people left? No. It uses only reasons clients told you, and marks the rest as unknown. ## More marketing workflows - [Weekly competitor roundup Every Monday, see what competitors launched, changed or published. Marketing · On a schedule Works with Slack, Email.](https://maito.app/workflows/weekly-competitor-roundup) - [Daily ad spend check Each morning, see yesterday's spend and anything that looks wrong. Marketing · On a schedule Works with Windsor.ai, Supermetrics.](https://maito.app/workflows/daily-ad-spend-check) - [Turn one piece into many Turn a webinar, blog post or podcast into social posts, a newsletter and short quotes. Marketing · When you ask Works with Box.](https://maito.app/workflows/turn-one-piece-into-many) - [Write a first draft from a brief Give it a brief and get a draft that follows your style guide. Marketing · When you ask Works with Slack, Email.](https://maito.app/workflows/write-a-first-draft-from-a-brief) - [Check copy against brand rules Paste any copy and see what breaks your brand and style rules. Marketing · When you ask Works with Slack, Email.](https://maito.app/workflows/check-copy-against-brand-rules) - [Weekly marketing report Traffic, sign-ups and campaign results in one message, with what changed and why. Marketing · On a schedule Works with Amplitude, Mixpanel, Windsor.ai, Supermetrics, HubSpot, Salesforce.](https://maito.app/workflows/weekly-marketing-report) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Freview-inactive-customers-before-a-win-back)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)