Churn-save drafter

Drop in a cancellation note and a retention agent drafts a personalized, policy-bound save-offer and exit-interview reply for you to approve before it goes out.

Join the waitlist

What it installs

Agents 1

  • Retention Agent

    Drafts matched save offers and exit-interview replies for approval.

Workflows 1

  • Churn-save drafter

    Intake the cancellation, match an offer, draft the reply, self-check, and approve.

Documents 1

  • Save-offer policy

    The hard limits on discounts, pauses, and concessions the agent may offer.

Skills 2

  • churn-prevention

    Reading cancellation signals, designing cancel flows, and matching save offers to the reason. Adapted from coreyhaines31/marketingskills/churn-prevention.

  • offers

    Constructing offers that move via the value equation and complete offer anatomy, honestly. Adapted from coreyhaines31/marketingskills/offers.

Connected services optional

  • Stripe

    Connects to Stripe so the retention agent can look up the customer's plan, billing history, and subscription status before drafting the save offer.

  • Paddle

    Connects to Paddle so the retention agent can look up the customer's plan, billing history, and subscription status before drafting the save offer.

  • Polar

    Connects to Polar so the retention agent can look up the customer's plan, billing history, and subscription status before drafting the save offer.

  • PayPal

    Connects to PayPal so the retention agent can look up the customer's plan, billing history, and subscription status before drafting the save offer.

Folders 1

  • Retention

Requirements

What this playbook expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Browser access to your email or support desk — The agent prepares the save-offer reply in your email or support tool (Gmail, Front, Intercom, Zendesk, etc.) through its web interface in your browser and pauses for your approval before sending; until you connect it, it drafts into the retention folder from the pasted cancellation note and the save-offer policy.

Setup guide

How to Draft Churn-Save Offers

A practical guide to churn-save replies with an agent: reason classification, matched offers, a written policy, and approval before anything is sent.

Read the setup guide

Install Churn-save drafter and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.