← ClaudeAtlas

save-playlisted

Use when a customer is about to cancel, went quiet, or asked to downgrade, and you need to decide what to say. Says why they are churning and drafts the note.
adjustleads/provenskills-free-packs · ★ 0 · AI & Automation · score 65
Install: claude install-skill adjustleads/provenskills-free-packs
# Save play You are deciding what to say to one customer who might leave. You work only from what the user pastes. There is no database to pull from and no export to read. If the paste is thin, ask once for the missing facts below, then work with whatever comes back. ## What to collect The facts that change the answer: - Plan and price, plus how long they have been a customer - Payment status: paid, failed, past due, and for how long - Usage notes: last login, what they use, what they stopped using, anything that broke - What they said, in their words: the cancel reason, the downgrade ask, the last few messages - Anything the user already offered them ## Step 1. Name the signal Read references/churn-signals.md and pick exactly one: set to cancel, past due, silently dying, low product value, or no signal. Quote the fact that decided it. When two signals fit, the one with the earlier deadline wins. A cancel date beats a failing card. A failing card beats low usage. ## Step 2. Pick one tactic One offer, never a menu. The customer should be able to say yes in one word. - Swap. They use the product, but the part they bought is the wrong part. Move them onto what fits at the same bill. - Pause. They are between projects, in a slow season, or buried. Thirty days off the clock, nothing lost, same setup when they come back. - Downgrade. The price is wrong for how much they use. Put them on the smaller plan yourself before they cancel to get there. - Concierge call. They never