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Churn Prevention Workflow

At-risk customer intervention with root cause analysis, win-back strategies, and retention offers

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: churn-prevention retention win-back risk-mitigation customer-success

Workflow Diagram​

Steps​

Step 1: Signal detection​

Agent: /analyze

churn-signals - Identify decreased usage, support escalations, negative NPS

Step 2: Root cause analysis​

Agent: root

cause-analyst - Determine why customer is at risk

Step 3: Stakeholder outreach​

Agent: churn

prevention-specialist - Schedule executive-level conversation

Step 4: Win​

Agent: back plan

/create-win-back-plan - Address root causes with action plan

Step 5: Retention offer​

Agent: retention

offer-agent - Propose discount, credits, or additional services

Step 6: Approval routing​

Agent: /approve

retention-offer - Get leadership sign-off on concessions

Step 7: Execution​

Agent: churn

prevention-specialist - Implement plan and monitor improvement

Usage​

To execute this workflow:

/workflow business/sales/churn-prevention-workflow.workflow

See other workflows in this category for related automation patterns.