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.
What it installs
Agents 1
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Retention Agent
Drafts matched save offers and exit-interview replies for approval.
Workflows 1
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Churn-save drafter
Intake the cancellation, match an offer, draft the reply, self-check, and approve.
Documents 1
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Save-offer policy
The hard limits on discounts, pauses, and concessions the agent may offer.
Skills 2
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churn-prevention
Reading cancellation signals, designing cancel flows, and matching save offers to the reason. Adapted from coreyhaines31/marketingskills/churn-prevention.
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offers
Constructing offers that move via the value equation and complete offer anatomy, honestly. Adapted from coreyhaines31/marketingskills/offers.
Folders 1
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Retention
Requirements
What this template 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.
Get started
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.