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How to Win Back Lost Customers

게시일: 5월 16, 2025

To win back lost customers for your SaaS or software startup, begin with a structured process that starts with churn analysis and progresses through targeted re-engagement campaigns to effectively re-engage former users.

 

Understanding why customers leave is fundamental because retaining or reactivating customers is more cost-effective than acquiring new ones, which can cost 5 to 25 times more. Furthermore, churned users represent a source of direct feedback important for refining your product and service delivery. This guide offers an in-depth, actionable framework for developing and executing a professional winback campaign designed to re-engage former users of your software.

1단계

Initiate Churn Analysis

Begin by systematically analyzing why and when customers stopped using your SaaS product. Utilize data from your CRM, 구독 관리 플랫폼, product analytics, and any exit surveys you currently employ. Identify primary churn drivers: 

Was it pricing, specific missing features, usability issues, customer support experiences, a switch to a competitor, or involuntary churn due to payment failures?

 

다음으로, segment your churned customer base by grouping users with similar characteristics or churn reasons. Consider using RFM (Recency, Frequency, Monetary) analysis to find users who were previously highly engaged or valuable.

 

For example, create segments like ‘High-CLV users churned after price increase in Q4 2024’, ‘Users requesting Integration X who churned in H1 2025’, or ‘Trial users who never converted citing complexity’.

Free Email Template for Winning Back Lost Customers

Use this customizable winback customer email template to see how to get old customers back for your SaaS.

  • 체크 표시

    Personalization placeholders included

  • 체크 표시

    Multiple subject line options

  • 체크 표시

    Clear call-to-action examples

  • 체크 표시

    Tips for how to win back lost customers

  • 체크 표시

    등등!

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2단계

Identify High-Value Churned Segments

Allocate your winback resources strategically. Not all lost customers hold the same promise of return. Calculate or estimate the Customer Lifetime Value (CLV) of different churn segments based on their past subscription level, usage duration, and engagement metrics. Focus on segments with higher historical CLV or those whose churn reasons you can now concretely address.

 

Ask yourself some self-assessment questions: 

 

Which churned segments, if won back, would provide the most substantial long-term value based on their previous behavior and subscription tier?

Focus initial efforts on the 20% of churned users; these users likely represented 80% of the lost value (Pareto Principle), and winning back even a small percentage can significantly impact revenue.

Free Email Template for Winning Back Lost Customers

Use this customizable winback customer email template to see how to get old customers back for your SaaS.

  • 체크 표시

    Personalization placeholders included

  • 체크 표시

    Multiple subject line options

  • 체크 표시

    Clear call-to-action examples

  • 체크 표시

    Tips for how to win back lost customers

  • 체크 표시

    등등!

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3단계

Execute Direct Feedback Collection

While analytics point to trends, direct conversations uncover nuances. Implement a feedback collection process specifically for churned users, prioritizing the high-value segments identified in Step 2. Methods:

 

Personalized Email Surveys: Send short (3-5 questions max) surveys with the help of tools like Typeform, SurveyMonkey, 또는 Google Forms. Ask directly about the primary reason for leaving and what might bring them back.

Phone Interviews: For key enterprise accounts or very high-CLV customers, schedule brief phone calls. Position it as seeking input to improve, not just a sales call.

Frame your outreach around learning and improvement. A Dynata survey found that 64% of consumers prefer brands that know them, showing you remember and value their specific input, which taps into this preference.

Free Email Template for Winning Back Lost Customers

Use this customizable winback customer email template to see how to get old customers back for your SaaS.

  • 체크 표시

    Personalization placeholders included

  • 체크 표시

    Multiple subject line options

  • 체크 표시

    Clear call-to-action examples

  • 체크 표시

    Tips for how to win back lost customers

  • 체크 표시

    등등!

무료 템플릿 받기
4단계

Implement Product/Service Improvements

Translate feedback into tangible changes. Analyze the collected feedback for recurring themes and emphasize improvements based on frequency, impact on churn, and alignment with your product vision. Integrate these changes into your development roadmap. This could involve:

 

  • Developing highly requested features or integrations.
  • Refining user interface elements that cause friction.
  • Adjusting pricing structures or introducing new tiers.
  • Boosting customer support protocols or resources.
  • Fixing persistent bugs.
참고

Communicate these specific improvements back to the relevant churned segments during your winback outreach to demonstrate responsiveness.

Free Email Template for Winning Back Lost Customers

Use this customizable winback customer email template to see how to get old customers back for your SaaS.

  • 체크 표시

    Personalization placeholders included

  • 체크 표시

    Multiple subject line options

  • 체크 표시

    Clear call-to-action examples

  • 체크 표시

    Tips for how to win back lost customers

  • 체크 표시

    등등!

무료 템플릿 받기
5단계

Formulate Targeted Winback Strategies

Develop distinct winback approaches tailored to each prioritized churn segment identified in Step 1. Avoid a one-size-fits-all strategy. Use the following framework to guide your how to win back lost customers strategy selection:

 

 

Churn Reason

Primary Winback Strategy

Example Offer/Message Tactic

Why it Works

가격 민감도

Discount, lower tier offer, annual plan incentive

“Come back with 25% off for 3 months” or “Try our new [Lower Tier] plan”

Directly addresses the stated cost concern.

Missing Feature / Functionality

Announce feature launch, beta access, roadmap update

“Good news! [Feature X] you asked for is now live. See it in action?”

Fulfills the specific need that caused churn.

Poor Support / Onboarding

Highlight process improvements, offer dedicated session

“We’ve revamped our support & onboarding – schedule a walkthrough?”

Shows commitment to resolving the negative experience.

Switched to Competitor

Emphasize unique value proposition, comparative advantage

“See how [Your SaaS] now excels where [Competitor] falls short on [Key Area].”

Reasserts your specific strengths relevant to their likely needs.

Usability / Complexity

Offer improved onboarding, tutorials, UI/UX updates

“Experience our simplified interface & new guided tutorials.”

Addresses the friction point that likely led to abandonment.

Involuntary (Payment Failure)

Streamlined payment update process, grace period offer

“Just a quick update needed to keep your access to [Your SaaS Name].”

Makes it easy to rectify the technical issue preventing usage.

 

 

For each segment make self-assessment questions: 

 

What was the core pain point leading to churn? What specific action, offer, or message directly addresses that pain point? What is the most appropriate channel (email, retargeting, etc.) to reach this segment?

Free Email Template for Winning Back Lost Customers

Use this customizable winback customer email template to see how to get old customers back for your SaaS.

  • 체크 표시

    Personalization placeholders included

  • 체크 표시

    Multiple subject line options

  • 체크 표시

    Clear call-to-action examples

  • 체크 표시

    Tips for how to win back lost customers

  • 체크 표시

    등등!

무료 템플릿 받기
6단계

Launch Re-engagement Campaigns

Execute your winback strategy using personalized communication. Leverage email marketing platforms or CRM tools capable of segmentation and personalization.

 

  • 개인화: Use merge tags for name, company, and potentially reference past usage patterns or features they interacted with.
  • Messaging: Clearly articulate the value proposition relevant to their churn reason. Highlight the specific improvements made (Step 4) or the targeted offer (Step 7).
  • A/B 테스트: Test different subject lines, calls-to-action, and offers to optimize response rates within segments.
참고

For immediate re-engagement of users dropping off during checkout, platforms like PayPro Global allow creating custom, automated email sequences triggered by unfinished or abandoned orders. You can tailor these messages and timing (e.g., send first email after 1 hour, second after 24 hours).

Free Email Template for Winning Back Lost Customers

Use this customizable winback customer email template to see how to get old customers back for your SaaS.

  • 체크 표시

    Personalization placeholders included

  • 체크 표시

    Multiple subject line options

  • 체크 표시

    Clear call-to-action examples

  • 체크 표시

    Tips for how to win back lost customers

  • 체크 표시

    등등!

무료 템플릿 받기
7단계

Present Segment-Specific Incentives

Structure offers that provide a clear motivation to return, directly tied to the customer segment and their likely value.

 

  • Mapping: Align the incentive type and value with the segment’s CLV and churn reason. A high-value enterprise account might warrant a more substantial offer (e.g., extended trial of a higher tier, dedicated onboarding) than a low-tier individual user (e.g., simple percentage discount).
  • Sustainability: Ensure offers are economically viable. Ensure deep discounts attract only users likely to convert to full price later, as part of a specific strategic goal.
참고

Within PayPro Global’s lead management, you can configure specific discount percentages for follow-up emails targeting abandoned checkouts, ensuring the incentive is automatically presented. You can even choose to override previous coupons if the lead discount is more attractive.

Free Email Template for Winning Back Lost Customers

Use this customizable winback customer email template to see how to get old customers back for your SaaS.

  • 체크 표시

    Personalization placeholders included

  • 체크 표시

    Multiple subject line options

  • 체크 표시

    Clear call-to-action examples

  • 체크 표시

    Tips for how to win back lost customers

  • 체크 표시

    등등!

무료 템플릿 받기
8단계

Implement Retargeting Advertisements

Reinforce your email campaigns and maintain visibility using retargeting ads on platforms like Google, LinkedIn, 또는 Facebook/Instagram.

 

  • Targeting: Use your churn segments (uploaded email lists or website visitor data via tracking pixels) to show specific ads only to relevant groups of lost users.
  • Ad Creative: Tailor ad messaging to highlight the specific improvements or offers relevant to each segment. For instance, show ads about a new feature only to those who churned due to its absence.

Monitor ad frequency caps to prevent over-exposure and potential negative brand perception. The goal is a helpful reminder, not a persistent annoyance.

Free Email Template for Winning Back Lost Customers

Use this customizable winback customer email template to see how to get old customers back for your SaaS.

  • 체크 표시

    Personalization placeholders included

  • 체크 표시

    Multiple subject line options

  • 체크 표시

    Clear call-to-action examples

  • 체크 표시

    Tips for how to win back lost customers

  • 체크 표시

    등등!

무료 템플릿 받기
9단계

Establish Dunning Management

The last and very important step in your strategy on how to win back lost customers takes place in dunning management. Actively prevent involuntary churn, which often masquerades as voluntary churn if left unaddressed. Configure automated dunning processes within your payment gateway or subscription management system.

 

  • Set up automated payment retry logic (e.g., attempt retry 1, 3, and 7 days after the initial failure). 
  • Customize email notifications sent to users before card expiry and after payment failures, prompting them to update their billing information
  • 활용 automatic card updater services if offered by your provider.

 

예를 들어, when using PayPro Global, you can configure these automated email sequences and retry schedules. This directly tackles payment failures before they result in subscription cancellation and necessitate a full winback campaign effort. Besides that, PayPro Global platform supports an account updater feature: it automatically updates expired or changed credit/debit card details with the issuing bank without involving the customer directly. Implementing an account updater can significantly improve payment success rates and reduce involuntary churn.

참고

Various studies indicate that involuntary churn can represent 20-40% of total SaaS churn. Effectively managing dunning is therefore essential for baseline retention.

결론

Executing a successful how to win back lost customers strategy requires a methodical, data-informed process. By thoroughly analyzing churn reasons, prioritizing efforts, implementing relevant product improvements, executing personalized outreach with tailored incentives, and proactively managing payment issues, SaaS startups can effectively reactivate valuable lost customers. This iterative process of understanding, improving, and re-engaging in how to win back lost customers is integral to sustainable growth in the competitive software landscape.

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