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.

Saves you ~1 h / run

Start with this playbook

How it works

Trigger: When you start the “Churn-save drafter” workflow.
Job: Intake the cancellation, match an offer, draft the reply, and approve.
Outcome: A policy-bound save offer and exit-interview reply ready for approval.

What it installs

Agents 2

Retention Agent

Drafts matched save offers and exit-interview replies for approval.
Churn-save drafter Quality Reviewer

Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.

Teams 1

Churn-save drafter quality team

The delivery agents produce the work while an independent quality reviewer checks each workflow handoff against explicit evidence, domain, and communication requirements before the run can continue.

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.

Connectors 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.
Open the Stripe connector
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

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

Don't see your workflow? Describe it.

A sentence or two about a recurring job is enough. We design the playbook that runs it and show you exactly what it saves.