Check in with quiet customers before renewal

What this workflow does

Each month it finds customers renewing in the next 90 days who have not replied in two months, has AIMEE read their recent signals, gives the account manager a task, and drafts a check-in email for approval.

Why it works. Silent customers are the ones most likely to churn, and a check-in three months out leaves time to fix things.

Check-in emails wait for your approval.

How it works

It starts: On the 1st of each month at 8:00 AM, or run on customers you choose.

1. 1

   Renewing in 90 days?

   If yes, it goes on to "Replied in the last 60 days?". If no, it stops for that person.

2. 2

   Replied in the last 60 days?

   If yes, it stops for that person. If no, it goes on to "Read the account's last 90 days".

3. 3

   Read the account's last 90 days

   AIMEE researches the company or person and returns what she found.

4. 4

   Task for the account manager

   Creates a follow-up task for the right person.

5. 5

   Check-in email from the account manager Waits for your OK

   AIMEE writes the message and sends it only after the required approval.

What you need

• Outreach in your BrandWell plan
• AIMEE in your BrandWell plan
• Outreach
• An audience of your customers

What it costs

Uses what is already in your plan. Nothing is charged per result.

• Assumes Outreach is already enabled in your plan. Subscription fees are separate.
• Assumes AIMEE is already enabled in your plan. Subscription fees are separate.
• Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.