Find the customers who stopped ordering, and write to each one
Once a month Claude reads your sales by customer and finds the ones who went quiet by their own rhythm, like a customer who ordered every month and has not for three. It ranks them by what they were worth and drafts an honest check-in for each, not a sales pitch.
FullSalesWhen you need it
Set it up4 steps
Open the Claude desktop app and sign in with the Claude account you use for work. On a personal Free, Pro or Max plan, chats can be used for training unless you switch off SettingsPrivacyHelp improve Claude.
No account yet? Ask your manager.
Where things are in Claude
- CustomizeConnectors In Claude's left sidebar: connect your email and files.
- /schedule Type it in a new Cowork task to run a prompt on a schedule.
- Scheduled In Claude's left sidebar: what runs, to pause or change it.
- Ask accounting once a month for the last 24 months of sales by customer, product group and month, and put it in your Sales folder.
- Connect Gmail and Google Drive under CustomizeConnectors. Keep this workflow's files in one Drive folder called Sales.
- Once a month, open Cowork and paste the prompt. Read the list first and strike anyone you do not want contacted: you often know why a customer went quiet.
- Read every check-in, edit it, and send it yourself. If a customer answers with a complaint, stop and answer that first.
Set this up on your computer: the Claude desktop app runs it.
The prompt
- Read the sales list in my Sales folder and find the customers who have gone quiet.
- 1. For each customer with at least three orders, work out their usual gap between orders. A customer is quiet when the time since their last order is more than twice their usual gap: a customer who orders once a year is not quiet after five months.
- 2. Also list customers still ordering but at less than half of what they ordered in the same months last year, and customers who stopped buying a product group they used to buy.
- 3. Rank the list by what each customer ordered in the last 24 months, biggest first, and keep the top 15. Show it to me and wait: I will strike the ones not to contact.
- 4. For each one left, check our emails of the last 6 months for a complaint, a late delivery, a price increase or a new contact person. If you find a complaint, write "call, do not email" and draft nothing.
- 5. For the others, draft a short check-in in their language, under 90 words: say plainly that we noticed we have not worked together for a while, ask whether something went wrong or changed on their side, and offer one useful thing (a visit, our updated catalogue, a sample). No discount and no offer I have not given you. Save each as a draft in my email. If you cannot save drafts, put them in your answer for me to copy. Do not send anything.
- 6. Give me one table: customer, usual gap, time since the last order, last 24 months' value, what you found in the emails, draft waiting or call.
If your company keeps prices and customer personal data out of AISafe version
Works from the export only, by customer company: no contact names, no amounts, and Claude reads no email. Each check-in has no recipient; you add the contact.
What you get
A short list of quiet customers, biggest first, each with their usual rhythm, how long it has been, anything in your emails that explains it, and a check-in drafted for your OK.
Get this workflow for your team
Two minutes each: everyone gets a plan of ready workflows like this one, inside your company's rules.
Your manager sees progress and hours. Never what Claude reads or writes.
FirstPrompt's workflow library adapts parts of Anthropic's knowledge-work-plugins (Apache-2.0), rewritten by FirstPrompt. Source and licence