retention-manager

What problem does it solve?

SaaS businesses suffer both active churn (customers canceling) and passive churn (payments failing). This Skill provides a structured approach to design cancellation flows, map exit reasons to targeted retention actions, implement a dunning and payment-recovery program, and manage post-cancel experiences to maximize recoveries and recall opportunities.

Core Features & Use Cases

• Design five-stage cancellation flows (trigger, exit survey, dynamic retention offers, confirm cancellation, post-cancel follow-up) and tailor them by customer segment.
• Map exit reasons to precise retention actions (discounts, pauses, downgrades, feature roadmaps, or human follow-up).
• Build automated payment-recovery workflows (retries, card updater integrations, and targeted email sequences).
• Manage post-cancellation experiences and recalls to re-activate customers after improvements.
• Segment users by plan, tenure, and activity to optimize withdrawal paths and measure impact.

Quick Start

Start by designing and deploying the five-stage cancellation flow to begin reducing churn and improving retention.