Follow-up Desk
Drafts short follow-ups on open quotes, on the schedule you set. A reply, a no or a booking ends the sequence.
Win-back Drafter
Drafts one friendly message to a customer who stopped coming. If they don't reply, that's the end of it.
The ECHO line
One message per customer, only to people who agreed to hear from you. A no closes it.
For businesses with past customers who went quiet. The Win-back Drafter writes a first message that opens a conversation and leaves room for the chance the customer had a reason to stop. The role asks it to draft only for people who agreed to be contacted, offer no discount without your OK, and stop after one message unless they reply.
TO BE TESTED — RESULTS WILL BE SHAREDFrom our Recursos guidesSetup: about 15 minStarter5 of 5 free opens left
At a glance
- Drafts only for customers who agreed to be contacted.
- One message each, then it stops unless they reply.
- No discounts, and no old prices, without your OK.
Model fit
Best fit
- Everyday assistant
Also fits
- Built into your business tools
Avoid
- Personal agent (acts for you)
A short, personal message is everyday-assistant work. You send it yourself from your own WhatsApp, so the agent needs no access to your contacts or your account.
Where it runs
- Messaging (WhatsApp, text)
Risk
- Relationship
- Rights
Win-back Drafter · RL-SQ-05
5 of 5 free opens left- ① Orientation
- ② Permission
- ③ Constraint ★
- ④ Invitation
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These are samples. Fill in the [INSERT] blanks and adapt each one to your business.
A pasted role guides the agent. Your tool's settings are what stop an action.
Sample handoff note (fictional business)
Settings that enforce it
- Give it a list you picked, with your own notes, and no access to your contacts or your WhatsApp account.
- Keep sending with you: copy the approved message and send it from your own phone.
- Keep your do-not-contact list, and who agreed to be contacted, in one current file.
- Log each message you send, with the date, so nobody gets a second one by mistake.
- If your tool can't do one of these, leave that part of the job with a person.
One check before you trust it
Give it three customers: one who agreed to messages, one with no consent on record, and one who said "no thanks" last month. It should draft only for the first, skip the other two, and tell you why.
Want it set up in your own tools? Book a Working Session · $450Working Sessions run in English or Spanish.