Use this playbook
This one is already in Plainpaper. Create a board, pick Winback & retention from the template list, and the phases, card types and starter cards are there waiting.
Open PlainpaperWhat this playbook is for
Most winback programmes fail the same way: they treat 'has not bought in 90 days' as a reason, when it is only a symptom. A customer who was disappointed, a customer who simply ran out at a different rate, and a customer who moved to a competitor need three different emails, and a single discount blast teaches all three that waiting is rewarded. This playbook forces the diagnosis first. You define lapse honestly for your own repurchase cycle, split lapsed customers by CAUSE, then build one sequence per cause and measure reactivation against a holdout so you know whether the programme did anything at all.
The board it builds
Every playbook sets up a board with named phases running left to right, the card types that belong in each, and starter cards your agent fills in rather than invents. Here is what Winback & retention lays out:
How a playbook stays safe
A playbook can only ever propose. Every card it creates arrives as a draft, and nothing leaves Plainpaper (no email sent, no ad launched) until you approve it yourself. That is enforced by Plainpaper, not by the playbook, so importing one never changes how your workspace works.
Playbooks by Plainpaper are written and maintained by us.
Use this playbook
This one is already in Plainpaper. Create a board, pick Winback & retention from the template list, and the phases, card types and starter cards are there waiting.
Open Plainpaper