Retention
Weekly churn/cancellation risk report
Recurring-service shops that want to keep customers before they cancel.
- What it does
- Every Monday it flags accounts at risk: skipped services, failed cards, re-service complaints, or 30-day notices. It drafts save offers and also points out good upsell candidates (mosquito, rodent).
- Result
- No outcome numbers for the churn agent (Erewhon's separate drafts: 70% sent unchanged).
- Software it fits
- Your CRM exports
- Source
- Adapted from a public workflow · agentusecases.ai · zapier.com
Vendor claim: The source is Zapier's own blog. The "70%" figure is about a different workflow (Erewhon's drafts), not the churn agent.
The prompt
Fill in anything in [brackets] or {braces}. The agent drafts; you approve before anything is sent.
Discussion
How did it work in your business? Share tweaks, questions, and your own version of the prompt.
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