Write a cancellation flow, save offers, and a win-back sequence for customers at risk of leaving.
A real workflow from the Magister template catalog — the same steps a dedicated agent executes for your brand, shown in full before you run anything.
Define the behaviours that show at risk segment are about to stop using or buying product name. Where the segment is still a blank, define it from how the brand's customers use or buy it, and say how. For a subscription that may be no login for 14+ days, falling usage, a downgrade, or a trial ending unconverted; for repeat purchases, a gap longer than the customer's usual cadence. For each signal give the trigger condition and the urgency (high, medium or low).
Write the cancellation experience for product name: (1) an exit survey with 5 reason options and one open text field, under 30 seconds to complete; (2) a save-offer screen shown after the reason, with 3 offer variants matched to the most common reasons (for example pause, a plan change, or help with the problem); (3) a gracious confirmation that invites them back. Mark any discount as a suggestion for the brand to approve.
Write 3 win-back emails for at risk segment, each under 150 words. Email 1 (day 1 after the signal): a personal re-engagement with a specific value reminder. Email 2 (day 7): something new or improved they missed. Email 3 (day 21): a final offer the brand can stand behind, with a clear expiry; mark any discount as a suggestion.
Write in-app or on-site copy for two moments: (1) a pause offer shown before the cancellation screen, empathetic, one click; (2) a cheaper-option offer shown when cost is the reason, saying what they keep. Each under 50 words with a clear CTA. Skip a message the brand's product has no way to offer, and say so.
Magister workflows draft and prepare autonomously, but anything externally visible — publishing a page, sending an email, changing a campaign — waits for your approval. You can run this template once, or schedule it and review the results as they land.
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