Retention Playbook
retention_playbookHelps you decide why customers leave and what to do about each reason: it takes your customer segment, business model and current churn rate, and returns a retention playbook with health signals, interventions and an email draft for each churn reason. If you do not know why customers leave, leave the churn reasons out and you get a churn discovery kit instead. Your current interventions and data signals are used when you give them.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| product | No | Optional: Your product or company name, used in the title and the email drafts | |
| industry | No | Optional: your own company's sector, so the answer uses the usual buyers, measures and objections for what you sell. Leave it out and the tool reads the sector from your other inputs and names what it read | |
| your_sector | No | Optional: your company's own industry (not your customers'). When given, it decides the sector notes; when left out, the tool reads it from your words and stays neutral if they are unclear. | |
| cs_team_size | No | CS team capacity affects intervention strategy | |
| churn_reasons | No | Optional: known churn reasons, comma-separated. If you do not know them, leave this blank and you get a churn discovery kit with a framework for finding the reasons | |
| business_model | Yes | Business model affects health score weighting. enterprise_contract is read further from your text when it names services, connectivity or investment | |
| customer_segment | Yes | Customer segment to focus on | |
| current_churn_rate | Yes | Current churn rate (e.g., '5%' or '5% monthly') | |
| current_interventions | No | Optional: What retention tactics you already do (listed and compared with the playbook) | |
| available_data_signals | No | What you can track (comma-separated). E.g., 'login frequency, support tickets, SLA attainment, QBR attendance' |