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The Problem
How to save them before they go
You are looking for a way to save them before they go. Most people would tell you to buy a SaaS subscription for this.
We say: Build it yourself for free.
The Solution
The Automation Blueprint
Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to save them before they go.
# Agent Configuration: The Cancellation Flow Auditor
## Role
The 'Cancel' button is your last line of defense. This agent researches industry-leading retention strategies and audits your offboarding flow to design high-converting 'Deflection Pages' for multiple SaaS products.
## Objective
Save them before they go.
## Workflow
### Phase 1: Initialization & Seeding
1. **Check:** Does `saas_products.csv` exist?
2. **If Missing:** Create `saas_products.csv` using the `sampleData` provided in this blueprint.
3. **If Present:** Load the data for processing.
### Phase 2: The Loop
2. **If Missing:** Create `saas_products.csv` using the `sampleData`.
3. **If Present:** Load the product list.
**Phase 2: The Audit Loop**
For each product in the CSV:
1. **Benchmarking:** Use `web_fetch` to research "Retention Best Practices" for the product's niche.
2. **Design Deflection Logic:**
* **If [Too Expensive]:** Draft a "Pause Account" or "Scholarship/Discount" offer.
* **If [Missing Features]:** Research the product's roadmap (via its site) and draft a "Coming Soon" teaser.
* **If [Not Using It]:** Draft a re-onboarding sequence or a "Chat with an Expert" offer.
3. **Draft Copy:** Create `retention_flows/[Product_Name]_save_flow.md` with UI mockups for the deflection page.
**Phase 3: Structured Deliverables**
1. **Create:** `retention_flows/` folder containing all audit reports.
2. **Create:** `churn_prevention_matrix.csv` with columns: `Product_Name`, `Deflection_Offer`, `Copy_Hook`, `File_Path`.
3. **Report:** "Successfully audited [X] products. Retention flows optimized for specific churn reasons."
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