Your existing clients are your fastest revenue.
Every service business has a database full of clients who came in once, had a good experience, and then went quiet. Not because they were unhappy — because no one followed up. The AI Win-Back Agent finds those clients, writes a personalized outreach message based on their specific visit history, and sends it at the right moment to bring them back.
At 5–10% conversion on a list of 300–500 dormant clients, a single campaign typically recovers thousands in revenue from customers you already paid to acquire.
How it works
Step 1 — Client identification: The agent pulls your dormant client list from your CRM or POS system (Boulevard, Square, and most major platforms supported). It identifies clients who visited but did not purchase a package or return within a defined window.
Step 2 — AI personalization: Each message references the specific service the client received, the time since their visit, and a relevant offer. Messages read like a personal note from you — not a mass broadcast.
Step 3 — Automated sequence: A 3-message SMS and email sequence goes out in batches over 7–10 days. The sequence stops automatically when a client books or responds.
Step 4 — Responses handled: Replies route back through the agent, which handles booking confirmation and hands off to you only when needed.
What it connects to
Boulevard, Square, Mindbody, and most CRM or POS systems with exportable client data. SMS delivery runs on Twilio. The monthly operating cost for a 300–500 person list is typically under $15.
Ongoing maintenance
After the initial build, the agent runs monthly. We refresh the client list, generate the new message batch, and send a performance report showing opens, replies, and bookings recovered. You approve before anything sends — or set it to fully automatic.
Best for
Med spas, salons, fitness studios, dental offices, and any service business with repeat-visit revenue and a client database that isn't being actively worked.