Create retention deal from cancellation form entry now
Create retention deal from cancellation form entry now
Your cancellation form submissions arrive untracked, leaving churn signals outside your sales process. The workflow creates a retention deal so your managers can respond same day and reduce churn.
Overview
Untracked cancellation forms are lost recovery opportunities and add reactive work for billing and account teams. This flow turns each cancellation into a staged retention deal so your retention managers see at-risk accounts and can outreach same day.