Create an automated customer reactivation system

Inactive customers represent a significant untapped opportunity for business growth. In this tutorial, we'll create a workflow that automatically identifies inactive customers, and then generates and sends personalized reactivation messages. It will save you time and resources, and significantly improve the effectiveness of your reengagement efforts.

Steps we’ll follow:

1. Define and identify inactive customers in your CRM
2. Craft effective prompts for AI-generated personalized messages
3. Set up a Zapier workflow to automate the reactivation process
4. Implement a multi-step reactivation campaign
5. Analyze results and iterate for continuous improvement

You'll need:

• Zapier paid account
• CRM software (we'll use HubSpot as an example, but you can adapt for others)
• Anthropic API key (for Claude)

Let's dive in!