Outbound reengagement

Turn dormant customers into active revenue

Same AI, flipped direction. Proactively call customers to recover churn, complete signups, and unlock upsell — personalized to each customer's profile.

Try it yourself

Pick a scenario, enter your number, and receive an AI call within seconds.

Churn risk

Marcus Chen

Digital marketing manager, 28
Product: Zip Pay ($1,000)
Status: Dormant 3 months
Previous spend: $200-400/mo
Risk: Switched to credit card
The AI will focus on
  • Reconnecting — what's changed?
  • New merchant partners in tech & dining
  • Interest-free vs credit card interest
Signup dropout

Emma Walsh

Project manager, 35
Product: Zip Money ($3,000)
Status: Application 80% complete
Dropped at: ID verification
Goal: Home renovation supplies
The AI will focus on
  • Addressing the ID verification concern
  • Interest-free periods at home retailers
  • Quick approval and flexible repayments
Upsell opportunity

James Park

Software developer, 24
Product: Zip Pay ($1,000)
Status: Maxes limit 3 of 4 months
Payment history: Always on time
Spends on: Electronics, gaming
The AI will focus on
  • Rewarding great payment behavior
  • Zip Money: $3-5K limit, longer terms
  • Quick approval given his history

How outbound works

AI-powered calls that feel like a friendly check-in, not a robocall.

1

Identify the cohort

CRM triggers flag customers — churn signals, abandoned signups, upsell eligibility — and queue them for outreach.

2

Personalize the approach

The AI loads their profile — product, usage history, and the reason for calling — and tailors the opening and conversation.

3

Have the conversation

Natural voice call: earns the right to continue, asks about their situation, guides to the highest-value next step.

4

Log and follow up

Every call is logged to Slack and your CRM with a summary, interest level, and any callback requests. Nothing falls through the cracks.

What the call sounds like

Each persona gets a different conversation tailored to their situation.

Marcus Chen

Zip Pay customer, dormant 3 months, used to spend $200-400/mo on tech and dining.
Opens with
Acknowledges it's been a while, gives him an easy out.
"Hey Marcus, it's the team at Zip! We noticed it's been a while since you've used your account and wanted to check in. Is now a good time?"
Guides toward
Pain question about what he's using instead, then highlights interest-free advantage over credit cards.
"What do you normally use for splitting payments these days? A lot of our tech and dining partners have been adding interest-free deals that might be worth a look."
Sends him off with
One easy action — open the app and browse new merchants.
"Why don't you open the app and check out the new merchants? I reckon you'll spot a few you'd use."

Emma Walsh

Started Zip Money application for home renovation, stopped at ID verification 5 days ago.
Opens with
References her application directly — shows she's not getting a cold call.
"Hey Emma, it's the team at Zip! I saw you started a Zip Money application recently and wanted to see if I could help with anything. Is now a good time?"
Guides toward
Asks about the reno, addresses ID verification as quick and painless.
"How's the reno planning going? The ID verification is actually super quick — takes about 2 minutes. And with Zip Money you'd get up to 60 months interest-free at places like Bunnings."
Sends her off with
Offer to walk through the remaining step, or reassure her it's saved.
"Want me to talk you through what's left? It's literally just the ID verification. Your application is all saved so you can pick up right where you left off."

James Park

Active Zip Pay user, maxes $1,000 limit 3 of 4 months, always pays on time. Perfect upsell candidate.
Opens with
Frames the call as a reward for good behavior.
"Hey James, it's the team at Zip! We've been looking at your account and I think there might be something really useful for you. Got a sec?"
Guides toward
Names the pain (hitting the limit), positions Zip Money as the unlock.
"I noticed you've been hitting your limit pretty regularly — with your payment history you'd be a great fit for Zip Money. We're talking $3,000 to $5,000 instead of the $1,000 cap."
Sends him off with
Quick action — apply in the app, approval likely fast.
"You can apply right in the app — with your history it should be pretty quick. Give it a go when you get a chance!"