Does the work · Store, loyalty and payments

Subscription Retention Agent

It moves the customer to the right list, sends a retention or farewell message, and flags valuable cancellations for a person to call.

Wakes onA subscription changes plan or is cancelled
Serves
  • The Customer Success Manager
  • The Revenue Rescuer

What it does

It moves the customer to the right list, sends a retention or farewell message, and flags valuable cancellations for a person to call.

For a subscription business owner or a customer success lead.

Wakes on A subscription changes plan or is cancelled

Roles it serves

The Customer Success ManagerFor a subscription business.The Revenue RescuerFor a finance lead who is tired of losing customers to expired cards.

Works alongside

The specialists it shares the most crews with.

Customer Lifecycle AgentDoes the workAbandoned Checkout Follow-upSpeaks to peopleContact Activity RecorderKeeps knowledgeCoupon Drop ManagerDoes the workCustom Records KeeperKeeps knowledgeDeal File ClerkKeeps knowledge

Routes it travels

A comment becomes a customer
  1. 1The Reputation Guard
  2. 2The Lead Catcher
  3. 3The Sales Engineer
  4. 4The Accounts Office
  5. 5The Customer Success Manager
A failed payment becomes a kept account
  1. 1The Revenue Rescuer
  2. 2The Customer Success Manager
  3. 3The Loyalty Director