Opora Intelligence · Customer Recovery
Recover at-risk accounts
Describe the situation and get a win-back probability, LTV calculation, recovery playbook, and 3-email sequence.
Free to use today — no subscription
Playbook draft from the situation you describe. Confirm facts with the account team before you send anything.
Next: rebuild a core-scope proposal at a lower total — not a cheaper rate on the same work
Re-quote with adjusted scope → Bid Drafter Audit margins on a retention discount → Margin SentinelRecovery Plan — Preview
Section 1 of 4
Win-Back Probability & LTV at Risk
Win-back probability
60%
LTV at risk
$218,400
Quality slip with renewal in 45 days is a recoverable situation. Immediate personal outreach is critical — your $218,400 LTV window is narrow.
Root Cause Diagnosis
3-Email Recovery Sequence
30-Day Playbook
An account going quiet usually means a complaint you never heard about. This tool drafts win-back messages for at-risk and churned clients, tuned to why they cooled off. Use it to reopen the conversation before the replacement contractor signs.
Instruction
- Pick the situation: at-risk (complaints, slow pay, silence) or already churned.
- Enter what you know: account type, tenure, the last issue, and what you have fixed.
- Generate the outreach: email, call script, or short text.
- Edit it to sound like you, then add a specific make-good offer.
- Send it, and log the response so the next touch is not a cold repeat.
Worked example
A 3-year office account stopped returning calls after two missed restroom cleanings. You added a supervisor QC check and want them back.
It drafts a short email that owns the misses by name, states the QC change in one line, and offers a free deep clean of the restrooms this month with a walkthrough to confirm. No groveling, no vague apology.
What's under the hood
- It writes from the context you give it. Skip the real reason they left and you get a generic 'we miss you' that lands in trash.
- Tone shifts by situation: firmer accountability for a service failure, lighter for price-driven churn.
- It will not invent a discount or promise you did not authorize; you add the specific offer.
- No CRM connection here. It drafts the message; tracking and follow-up stay on you.
When this breaks
- Sending a win-back before you have actually fixed the problem just documents that you knew and did nothing.
- Blasting the same generic script to every cold account instead of naming their specific issue.
- Mislabeling "they fired us" as "at risk" produces the wrong urgency. One operator emailed "we value you" for two weeks while the same floater kept missing restrooms; the account left anyway.
Questions operators ask
- When is an account 'at-risk' versus churned?
- At-risk means they are still under contract but showing warning signs. Churned means they already left or gave notice. The messaging differs, so pick correctly.
- Should every win-back include a discount?
- No. If they left over quality, a make-good on service beats a price cut. Discount only when price was the real driver.
- Can I use it for a call, not just email?
- Yes. Choose the call-script format for a talk track you can run down the phone without sounding scripted.
- What if I do not know why they went quiet?
- Then the first message should ask, not pitch. Generate an outreach that opens with a direct question about what changed.
- How soon should I reach out after a complaint?
- Fast, but only after the fix is real. A same-week message that owns the miss beats a polished note a month later.
- Does it store my client list?
- No. You enter the context per account. Keep your own records of who you contacted and what they said.
