Workflow

Churn Risk → Retention Pack

Webhook-triggered template that turns cancellation messages and frustrated customer feedback into a structured retention plan. Outputs clean JSON with churn risk level and score, churn signals, root causes, recommended next action, retention play with strategy and talking points, routing with approval flag, and suggested reply. Built-in test cases for instant testing.

LaShae Turner

Last updated

February 23, 2026

Connectors used

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Tags

churnretentioncustomer-successwebhooksupportrisk-analysistriage

About this Template

Webhook-triggered template that turns cancellation messages and frustrated customer feedback into a structured retention plan. Outputs clean JSON with churn risk level and score, churn signals, root causes, recommended next action, retention play with strategy and talking points, routing with approval flag, and suggested reply. Built-in test cases for instant testing.

Created by LaShae Turner

This workflow template was created and shared by LaShae Turner as part of the Needle community templates program.

How to Use

  1. Click "Use Template" to add this workflow to your account
  2. Connect the required integrations
  3. Customize the workflow to fit your needs
  4. Enable the trigger to start automating!

*This is a community-contributed template.

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