Hire an AI lapsed buyer email results planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• First-to-second order rate, profit per customer over time and the one stage to fix first
• A win-back flow with a trigger day, an exit rule and three to six email outlines
• A flow map that says which stage gets the win-back and which gets other emails
• A clean-out rule, a three-email last-chance flow and a monthly routine
• A read of the flow results and a channel health score out of 100

How it does the job well

• Write for one named audience and one action. Each asset has a single job.
• Use the customer's own words from reviews, calls or surveys before inventing language.
• Every claim needs proof the business can show. Leave unproven claims out or mark them.
• Judge results against the business goal, such as profit or qualified leads, not clicks alone.

Mistakes it avoids

• Generic copy that could fit any brand.
• Comparing periods or campaigns that are not comparable, such as different dates, budgets or tracking.
• Calling a test winner before there is enough data.

What a good result looks like

An example, not your task: Customers buy once and go quiet, and you do not know when to reach out.

• Repeat order bottleneck. First-to-second order rate, profit per customer and the one stage to fix first.
• Win-back flow. A trigger day, an exit rule and three to six email outlines with offers.
• Flow map by stage. Which customer stage gets the win-back flow and which gets other emails.
• Sunset flow. Who counts as unengaged, a three-email last-chance flow and a monthly routine.
• Performance read. What the win-back earned, what to repeat and a channel health score out of 100.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Repeat order bottleneck finder. Measures first-to-second order rate and profit per customer, and finds the one stage where buyers stop. It ignores Shopify's returning-order share, which is not a repeat rate.
• Win-back flow builder. Sets the day a buyer counts as lapsed, adds an exit rule, and builds a short flow with an offer ladder for the group you picked.
• Customer stage flow mapper. Maps which customer stage gets the win-back flow and which gets other emails, so nobody receives both.
• Sunset flow and list cleaner. After four weeks, defines who is unengaged, writes a last-chance flow and sets a monthly routine to stop sending to the rest.
• Email and SMS performance reader. Checks nothing is broken, then reads the flow results to show what the win-back earned and what to repeat.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id win-back-lapsed-buyers-and-clean-out-the-rest only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/win-back-lapsed-buyers-and-clean-out-the-rest/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your orders export, with customer ID, date, order value, discount and refund (no names or emails)
• Your email tool's flow and campaign revenue, for the last two steps
• Your discount limits and best sellers
• Reviews or survey comments (optional)
• How many days you count a subscriber as quiet, and where your subscribers live (optional)

Tools and access

• Shopify: Paid store platform. Its order export gives customer ids, dates, values, discounts and refunds.
• Klaviyo: Paid email tool with a small free tier. It gives flow and campaign revenue so you can see the email and SMS share.
• Any good chat AI: Any current chat AI that reads a spreadsheet can build the cohorts.
• Klaviyo: A paid email tool (it has a free plan with limits). The predicted next-order date and customer value steps need it or a tool with the same fields.
• Shopify: A paid store plan. Its order history gives the gap between purchases.
• Any good chat AI: Any current chat AI can do the sums from pasted order data.
• Klaviyo: Flow filters and conditional splits let you build each branch, and predictive fields show expected next order dates.
• Shopify: Order counts, spend and subscription status define the stages.
• Any good chat AI: Any current chat AI can draw the map from your pasted flow list.
• Klaviyo: Paid email service; the sunset steps need an account. Its profile properties, segments and suppression import match these steps, and billing is per active profile.
• Shopify: Paid plan needed. Order data keeps recent buyers out of the segment.
• Any good chat AI: Any current chat AI can write the conditions from your description.
• Klaviyo: Paid service with an account. Any email tool that exports the same columns works too. Its export of campaign and flow analytics, by-provider report and test results give the figures this skill reads.
• Shopify: Paid store plan with an account. Traffic, orders and average order value show whether a drop is a site problem.
• Any good chat AI: Any current chat AI can read an exported file and apply the steps.

Functions and deliverables

• Lapsed buyer email results planner: Share order and email records. Get drafts to reach lapsed buyers, rules for who gets each flow and a later results review.
  • First-to-second order rate, profit per customer over time and the one stage to fix first
  • A win-back flow with a trigger day, an exit rule and three to six email outlines
  • A flow map that says which stage gets the win-back and which gets other emails
  • A clean-out rule, a three-email last-chance flow and a monthly routine
  • A read of the flow results and a channel health score out of 100
• Repeat order bottleneck finder: Share your order export. Get a repeat health score out of 100 and the one stage to fix first.
  • First-to-second order rate and 90, 180 and 365 day gross profit per customer, by cohort
  • The share of revenue and profit from your top 20 percent of customers
  • The single bottleneck stage, with evidence, and a ranked list of causes checked top down
  • A test list tied to the bottleneck, and a repeat health score out of 100
• Win-back flow builder: Share your order gaps and discount room. Get a win-back flow timed to how your buyers actually reorder.
  • A trigger day and an exit filter
  • Three to six email outlines with timing and an offer for each
  • A win-back segment definition for extra campaigns
  • A short subscriber-cancel branch, if you run a subscription
• Customer email journey planner: Split your cart and post-purchase flows by customer stage. Get new, returning and loyal paths, each with a goal, tone and offer rule.
  • A flow map with a new, returning and loyal branch at the top of each flow
  • The goal, tone and incentive rule for each branch
  • A list of flows to build or merge, in order of the biggest bottleneck
  • A flow spec the email writer skills can fill in
• Inactive subscriber cleanup planner: Define an inactive segment. Get a three-email re-engagement flow and monthly steps to suppress contacts with no opens or clicks.
  • A segment definition for unengaged profiles
  • A three-email sunset flow plan with timing
  • Monthly suppression steps
  • A rule for who is never suppressed, such as recent buyers
• Email and SMS results reviewer: Review email and SMS results against your own history. Get possible causes, tests to try and a house score with missing checks shown.
  • Observed findings and possible causes, kept separate
  • Campaign types to repeat or rework as tests
  • Delivery concerns supported by the supplied checks, with unknowns shown
  • A house score for judged areas, or NOT SCORED if no area can be judged
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one

Tasks you can use it for

• Customers buy once and go quiet, and you do not know when to reach out.
• Your open rates keep falling and you suspect a large, silent part of the list.
• You send win-back emails already, but never learned what they earned.

Limits to check before starting

• Your emails land in spam and open rates fell: use Email delivery recovery and quiet-subscriber plan.
• You only want to find which customers have gone quiet: use Lapsed customer finder.
• You sell by subscription and want to cut cancellations: use Subscription churn prevention planner.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md plus five skill files, in the order they run: Repeat order bottleneck finder, Win-back flow builder, Customer stage flow mapper, Sunset flow and list cleaner, Email and SMS performance reader.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Remove names and email addresses from your orders export first. Keep customer IDs, dates, order values, discounts and refunds. Then paste it. After step 1, pick the group it says matters most (one-time buyers or lapsed regulars) and export their orders.
• Build the flows in your email tool and let them run for about four weeks.
• Export the quiet subscribers and the flow results, then paste them back to finish the last two steps.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/win-back-lapsed-buyers-and-clean-out-the-rest for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.