Reputation · Planning example

Win-back is a conversation, not a campaign.

Win-back sequences need to be careful. This demo shows four branches — soft nudge, incentive, different-service suggestion and a polite pause-or-stop — with a hard cap on reminders.

What triggers this workflow

Customer past rebook window

Customer hasn't booked in the agreed window (e.g. 60 days for a salon).

Source: Booking history + cadence

Workflow steps

  1. Twenty CRM + n8n
    Detect
    Time-since-last-booking crosses the rebook window.
  2. n8n
    Branch
    Soft nudge / incentive / different-service / pause-or-stop.
  3. Listmonk + Twilio
    Send
    Each branch sends a different message — never four identical nudges.
  4. Twenty CRM
    Stop
    Pause or STOP keywords remove the customer from the sequence.

Tools used

Twenty CRM
Booking + consent records
n8n
Cadence, branching, opt-out
Listmonk
Email messages
Twilio
SMS reminders

Human handoff

PAUSE / STOP keywords always win

Customers who reply PAUSE go on a 6-month break; STOP removes them from the sequence permanently. The cadence never overrides their reply.

  • Customer is on a medical or personal hold
  • Customer reports a complaint about a past service
  • Customer is in a defined vulnerable group — handled personally

Try it in your browser

Edit the sample inputs, choose a branch, and see what the workflow produces. The sandbox runs offline — no accounts touched, no messages sent.

Try it in your browser

Edit the inputs, pick a branch, and see what the workflow produces. Runs entirely in your browser — no messages are sent, no accounts are touched.

Sample inputs
Branch choice
Output — branch: Soft nudge

1. Trigger

Hannah hasn't booked in 56 days. Last service: signature facial.

2. Branch handling

SMS
Hi Hannah, it's been a while. We'd love to have you back for another signature facial. Reply BOOK and we'll find a slot that suits. — Tidewater Spa, Manly

Sample data only. Numbers, names and messages are placeholders for illustration. Wire the live workflow separately using the setup notes below.

n8n workflow template

n8n template — LGM 07 Customer Event Recipe (SIMULATED, inactive). Ships with active: false — no live integrations are wired. See the setup section below for the wiring checklist, and download the JSON to inspect or import it.

Download workflow JSON

Setup for production

Wiring it for production

Live deployment needs booking history, consent flags and a clear opt-out path.

  1. Connect booking history so the cadence can detect rebook windows.
  2. Set the rebook window (default 60 days for salons) and the cap (default 3 touches).
  3. Add PAUSE / STOP keyword handling so a reply always wins.
  4. Document the cadence and review it quarterly with consent records.

Production prerequisites

  • Booking history available via Twenty CRM
  • Consent flag maintained for marketing
  • Cap and cadence signed off internally

Nothing here runs by default. Configuration has to be in place before any live send, booking or contact write.

Questions

How many messages will a customer get?

A hard cap of three touches across the agreed window. After three, the sequence ends unless the customer re-engages.

What if the customer says STOP?

STOP is honoured across the platform and removes the contact from every win-back sequence. The booking history stays intact for the next time the customer reaches out.

Where this fits

Rebook & Win-Back across the platform

Want this rebook & win-back workflow running on your stack?

Pick the demo you're curious about or describe your own. We'll come back with what a real deployment looks like for your business — the workflow, the prerequisites, the people involved.

✓ No commitment
✓ Reply within one business day

We’ll use these details to prepare and respond to your request. We don’t send marketing messages unless you ask for them.