Clay Templates

Re-Engage Churned Customers with Winback Campaigns

Don’t let churned customers stay gone for good. This workflow helps you identify which former clients are worth re-engaging - and when. Import your churned customer list into Clay and enrich it with new data points like funding rounds, leadership hires, or tech stack changes. These signals reveal which accounts might now have renewed budget or needs. Once filtered, push the high-potential ones into Salesforge to launch personalized winback sequences (“We’d love to have you back”) that re-open conversations with warm familiarity. By blending enrichment with automation, your customer success and sales teams can revive lost revenue efficiently.

Use Cases:

  • Customer churn recovery
  • Reactivation campaigns
  • Retention initiatives
  • CSM-led outreach

Blending Humans & AI Agents

Scale your outreach without scaling your team by programmatically sending unique messages and maximizing pipeline coverage by hiring AI Agents.
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Every Aspect of Successful Outreach, Covered ✅

Easily automate your human team’s work and blend in AI Agents to maximize sales pipeline coverage.
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
Without the Forge
Find the leads
Enrich the contacts
Set up domains
Set up DKIM,
DMARC, SPF records
Create mailboxes
Boost deliverability
Monitor domain reputation
Maximize your mailbox Heat Score™
Verify emails
Set up sequences
Monitor replies
Optimize performance
Reply to emails
Manage all mailboxes
Book meetings and calls
Pipeline
Close the Deal
With the Forge
100 Free Credits
Pipeline
Integrated with CRMs

Frequently asked questions

If we don’t answer your question below, please contact us via chat

Can I mark up the pricing to increase my revenue?

Yes, the pricing is yours to decide on. You can mark up the price as you see fit.

What are the payment cycles I can offer to my clients?

Currently, we offer quarterly or annual payment cycles.

Which payment systems do you support?

At the moment we offer payments via Stripe only.

Do I need to pay a fee to join this program?

There are no costs to join the program, including hidden costs.