Rails/Win-back week

# Win-back week rail

Quiet/churned list on ClickUp. Five–ten draft win-backs. You send. Nothing sends until they say yes. Do not invent churn %, discounts, or reasons they left.

## Tool roles (do not blur)

- **ClickUp** = win-back list / rows / owners / dates
- **Resend** (or **Email**) = draft seat / where *they* send after yes
- **Tally** = optional one feedback form (Thu)
- **Notion** = optional offer one-pager only — not the list

These are not interchangeable. ClickUp is not the send seat. Kit or GoHighLevel only if the quiet list already lives there — prefer ClickUp rows + Resend/Email drafts.

## Done this week looks like

- ClickUp: win-back list with quiet/churned rows marked for drafts
- Five–ten win-back drafts parked — sent only if they said yes on each
- Optional Tally form built — shared only if they said yes
- Friday: send-approval pack + one learnings line
- No companion paste required for this rail

## Hard rules

- Draft by default
- Never invent churn %, MRR lost, discount amounts, or exit reasons
- Leave blanks
- One question at a time if a slot is missing
- Agent never sends a win-back without an explicit yes on that message
- Soft slots (tone, offer, exclusions, from-address) come from their principal/memory — not a Skillrails-human handoff

## Empty win-back table (copy into ClickUp)

| Name | Status | Draft | Sent | Friday |
| --- | --- | --- | --- | --- |
| | quiet / churned | parked / missing | no / yes | approve? |

## Empty draft checklist

- Name:
- One-line reason to return (only if they gave one):
- Offer line: none / only what they authorized
- Status: draft — do not send

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# Part A — Win-back week

## Step 1 — Open the win-back list (ClickUp)

One list for the week. No invented churn %.
Sign up: https://clickup.com/signup

## Step 2 — Pull the segment into rows (ClickUp)

Only people they named. Mark five–ten for drafts. Do not send.

## Step 3 — Park five–ten win-back drafts (Resend)

Personalized drafts. Gated send.
Sign up: https://resend.com/signup

## Step 4 — Optional feedback form (Tally)

One form if they want it. Share only with yes.
Sign up: https://tally.so/signup

## Step 5 — Friday approval pack

Send-approval pack. One learnings line. No invented churn %.

---

# Part B — Companion

None for this rail yet. Do not glue Work the pipeline into win-back drafts unless they ask for that paste by name.

# Win-back week — Step 1 ClickUp

Open one ClickUp list named for this win-back week. Output: empty list ready for quiet/churned rows.
Do not invent a second Space. Do not invent churn rates or segment sizes.
Sign up: https://clickup.com/signup
Free Forever. No card required.

# Win-back week — Step 2 Segment

Put quiet/churned people on the list. Only names, emails, and statuses they gave or that live in a list they pointed you at.
Output: five–ten rows (name + status + owner if named). Mark which get drafts this week.
Do not invent churn %, MRR lost, or reasons they left. Leave blanks. Do not send.

# Win-back week — Step 3 Drafts

Draft five–ten personalized win-backs for the marked rows. One offer line only if they named an offer.
Output: drafts parked (subject + body + to). Status: draft — do not send.
Prefer Resend for transactional-style win-backs. Email inbox is fine if that is where they send.
Do not invent discounts, churn %, or proof. Soft slots (tone, offer, exclusions) come from their principal/memory — ask once if missing.
Sign up: https://resend.com/signup
Free: 3,000 emails/mo, 100/day. No card required for Free. Domain verify is still human.
Agent never sends without an explicit yes on that message.

# Win-back week — Step 4 Tally (optional)

If they want a feedback form this week: build one short form (why quiet / what would bring them back).
Output: form URL parked. Do not share publicly without yes. Do not email respondents without yes.
Skip this step if they said no form.
Sign up: https://tally.so/signup
Free: unlimited forms and submissions (fair use). No card required for basics.

# Win-back week — Step 5 Friday

Open the ClickUp list. List drafts ready for send (only those parked).
Build a send-approval pack: who / subject / offer line used / status draft.
Name one learnings line from what they told you or from form answers they asked you to read — never invent churn %.
Output: Friday line. Do not send any win-back unless they said yes on that message.
Optional: park a one-pager offer note in Notion only if they asked for a brief — Notion is not the list.

Related tools

Productivity

ClickUp

Quiet and churned people as rows with owners and dates.

Marketing

Resend

Draft the win-back. You send it — or the agent sends only after you say yes.

Productivity

Tally

Optional one-form feedback. Share the link only when you mean it.