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Churn Prevention Playbook

A SaaS retention playbook that designs cancel flows, reason-based save offers, dunning sequences for failed payments, and win-back campaigns.

Marketing & SEOIntermediate489111AI score 8/10Last updated: Aug 12, 2026

What it does

  • Designs a 5-stage cancel flow (cancel trigger → one-question exit survey → dynamic save offer → confirmation → post-cancel emails) with ready-to-use copy.
  • Maps 8 exit reasons to exactly one save offer each, with offer economics for discounts, pauses, downgrades, and onboarding sessions.
  • Tackles involuntary churn with a smart retry schedule (day 0/3/7/12/18), a 5-email dunning sequence, and card-updater setup notes for Stripe, Braintree, Paddle, and Recurly.
  • Provides day 7/30/60 win-back sequences, a churn risk scoring model, metric benchmarks (save rate, recovery rate, win-back rate) and a red-flag diagnosis table.
  • Ships Python helpers for churn revenue impact modeling, dunning analysis, and exit survey analysis.

Who it's for

  • Growth, retention, and lifecycle marketers at subscription SaaS companies.
  • Founders whose churn is rising but who haven't split voluntary vs. payment-failure churn.
  • PMs and product marketers building a cancel flow or dunning program from scratch.

Example uses

  1. "MRR is $500k with 4% monthly churn — what's the annual value of cutting it to 3%?" → run the impact calculator and compare scenarios.
  2. "Cancellation is instant today; build me a save-offer flow" → get the survey options, reason-to-offer mapping, and screen copy drafts.
  3. "200 failed payments a month and only 15% recovery" → redesign retry timing and rewrite the 5-email dunning sequence.

· · · Install guide · · ·

Try it now, no install

Paste this into Claude to use the skill without installing anything.

Read the instructions in this file and follow them to help me:
https://raw.githubusercontent.com/borghei/Claude-Skills/HEAD/business-growth/churn-prevention/SKILL.md

What I want: (describe your task here)

If Claude can't open the link, open it yourself and paste the contents instead.

If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.

Install in the Claude app (no terminal)
  1. Download the ZIP with the button below.
  2. In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
  3. Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
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Install in Claude Code

Let Claude do it — paste this into Claude Code

Install the skill I found on Claude Skill Mart.
Copy the business-growth/churn-prevention folder from the GitHub repo borghei/Claude-Skills into my ~/.claude/skills/churn-prevention/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/borghei/Claude-Skills.git && mkdir -p ~/.claude/skills && cp -r Claude-Skills/business-growth/churn-prevention ~/.claude/skills/

This is a third-party skill. Check the source repository before installing.

  1. Open a terminal (Terminal on macOS, Git Bash or WSL on Windows).
  2. Clone the repo: git clone https://github.com/borghei/Claude-Skills.git
  3. Create the skills directory: mkdir -p ~/.claude/skills
  4. Copy just this skill: cp -r Claude-Skills/business-growth/churn-prevention ~/.claude/skills/
  5. Restart Claude Code and ask something like "use the churn-prevention skill to design my cancel flow".
  6. To run the bundled scripts you need Python 3 (check with python3 --version).
  7. Note the license is MIT + Commons Clause, so commercial resale of the skill itself is restricted.
View source on GitHubLicense: NOASSERTION