Customer Retention Managed Agent Scaffold

The problem

Customer retention workflows often fail because they lack shared context between billing events, community signals, and outreach drafts. Manual churn recovery is slow, while fully automated messaging risks sending tone-deaf emails to sensitive accounts.

What it does

• Identifies triggers from Stripe events, CRM updates, or community inactivity signals.
• Maps customer context from approved sources like Gmail, Slack, and product analytics.
• Generates personalized outreach drafts based on retention rules and eligibility.
• Defines a Slack or email-based human approval loop to prevent unreviewed sends.
• Creates a structured plan for logging actions and updating customer memory notes.

Why this beats prompting it yourself

Basic prompts often ignore security boundaries or fail to account for complex billing rules and human-in-the-loop requirements. This skill enforces a consistent scaffold that separates data intake from message execution, ensuring every action is governed by a permission-bound tool map and a validation checklist.

Use cases

• SaaS churn recovery following a Stripe subscription cancellation.
• Re-engaging inactive community members based on Discord or Slack activity signals.
• Reactivating agency leads using historical CRM notes and support sentiment.
• Building approval-gated workflows for high-value customer success escalations.

Known limitations

This skill does not execute code, change billing status, or send emails directly. It provides the architectural scaffold and drafts for a human to review and implement.