The Library
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Customer Success Agent
A deployable AI agent that monitors customer health, drafts save plays, and surfaces expansion opportunities. Configure once, run daily.
Recall SMS for a lapsed client
Short, low-pressure text to a client who hasn't booked in a while. Doesn't sound automated, doesn't push.
Lapsed-client recall agent
Pulls clients who haven't booked in X weeks, segments by reason, drafts the right recall message for each (gentle for grief, direct for routine).
Dental clinic AI automation offer — build the pitch
Build a $1.5-3k/month AI automation offer for dental offices — patient retention, treatment follow-ups, insurance handling, and a cold outreach script that gets replies. Adapted from @digitallauraanderson.
Workflow: NPS detractor follow-up
Routes NPS detractors to the right human within 24h with a personalised outreach.
Lapsed customer interview script
Build the questions that get a churned customer to tell you the actual reason they left, not the polite one.
Write a survey to learn from churned customers
Builds a churn survey that surfaces real reasons customers leave without bias.
Write a 'we're raising prices' email
Drafts a transparent price-increase email to existing customers that retains trust.
Write a cancellation save flow
Drafts the cancellation flow copy that recovers churn without dark-pattern friction.
Customer Success Agent
A deployable AI agent that monitors customer health, drafts save plays, and surfaces expansion opportunities. Configure once, run daily.
Write a customer success email
Drafts a customer success email that drives adoption and surfaces expansion or risk.
Workflow: NPS detractor follow-up
Routes NPS detractors to the right human within 24h with a personalised outreach.
Lapsed customer interview script
Build the questions that get a churned customer to tell you the actual reason they left, not the polite one.
YouTube video hook (first 8 seconds)
Five different YouTube opening-hook angles for the same video — pain-first, promise, contrarian, story, number. Each ≤25 words with a why-it-works note.
Build a referral program
Designs a referral program with mechanics, rewards, and launch comms.
Build a referral program structure
Designs a referral program with mechanics, rewards, and launch communications.
Write a churn save script
Drafts a churn save script with reason-specific responses and offer ladder.
Rate increase letter to existing customers
Drafts the rate increase email that doesn't apologise to death. Explains why, gives notice, offers a small loyalty option for the long-timers.
Workflow: customer renewal campaign
Runs the renewal campaign for a cohort of customers approaching contract end.
Define your activation metric - the 'aha moment' in one number
Find the single user action that best predicts whether they'll stick around — plus the steps to test if you've got the right one.
Write a 90-second TikTok script
Drafts a 90-second TikTok script with strong hook, retention beats, and CTA.
Write a renewal pitch
Drafts a renewal pitch that reinforces value, surfaces expansion, and reduces churn risk.
Workflow: cancellation save flow
When a user clicks cancel, runs a multi-step save flow with reason-specific responses.
Workflow: churn-risk early warning + save plays
Identifies at-risk customers from usage signals and triggers tailored save plays.
Mid-programme check-in agent
Designs the 50%-mark check-in for a 1:1 client — what to ask, what to flag, and how to recommit them to the work.
Build a game concept (mobile)
Drafts a mobile game concept with core loop, retention hooks, and monetisation.
Build a reading retention protocol
Sets up a system for reading books actively and retaining what matters.
Build a 'first 30 days' learner journey
Designs the first 30 days of a learner's experience to drive completion and retention.
Cohort retention analysis
Run a cohort retention analysis that tells you which acquisition channel is buying you customers worth keeping.
Refund approval reply that keeps the customer
A refund approval that confirms in line 1, acknowledges the specific issue, lays out the process, and (optionally) keeps the door open for next time. Doesn't use the "we apologise for any inconvenience" line.
Write 'unsubscribe' page copy that retains
Drafts unsubscribe page copy that gives subscribers options before they fully opt out.
Write a 'why we're raising prices' email
Drafts a transparent price-increase email that retains customers and explains the value clearly.
Write 5 'win-back' email subject lines
Generates five win-back subject lines designed to revive lapsed customers.
Write a renewal email for annual subscribers
Drafts a renewal nudge email that reduces churn at the annual mark.
Write a customer milestone email
Drafts an email celebrating a customer milestone (anniversary, usage threshold, achievement).
Thank-you message after a sale (that doesn't feel like spam)
Short, personal thank-you for after-sale follow-up. Builds repeat customers without sounding like a marketing email.
Run a stay interview
Designs a stay interview to understand why valued employees stay and what could push them to leave.
Mid-programme check-in
Sent in the middle of a programme cohort. Surfaces struggles before they become drop-offs.
Reply to a customer upset about a price increase
Honest, calm response when a regular customer pushes back on new prices. Doesn't apologise for the increase, but doesn't lecture either.
Write a customer-success-led marketing brief
Briefs marketing on a campaign sourced from customer success insights about churn drivers.
Run cohort analysis
Designs a cohort analysis with segmentation and visualisation choices.
Run a retention strategy diagnostic and prioritise interventions
Where users churn, why they churn, and the 3 highest-impact fixes. Cohort-aware.
Build a top 10 customer review
Reviews the top 10 customers quarterly with risk, expansion, and advocacy plays per account.
Write a YouTube video script (10 min)
Drafts a structured 10-minute YouTube script with retention hooks and CTAs in the right places.
Build a churn forensics report
Diagnoses churn root causes with cohort, segment, and reason analysis.
Single-order delay recovery agent (apology + remedy + retention)
A 5-step single-order delay workflow: severity, remedy decision, the reply, the internal action list, and the 5-day check-in - so the recovery actually completes.
Workflow: customer health score + intervention
Calculates customer health scores, identifies at-risk accounts, and triggers tailored interventions.
Build an internal mobility program
Designs an internal mobility program that helps people move within the company.
Build a 'manager scorecard'
Drafts a scorecard for evaluating manager effectiveness — from engagement, retention, growth signals.
Write a customer advocacy program plan
Designs a customer advocacy program with tiers, perks, and activation plays.
YouTube tutorial script with chapters
A step-by-step tutorial script with chapter markers ready to paste into your YouTube description. Each step has a "common mistake here" callout and a mid-roll re-promise to hold retention.
Build a sabbatical policy
Drafts a sabbatical policy that supports long-term retention without disrupting the business.
Build a data retention policy
Drafts a data retention policy with per-category retention periods and deletion mechanisms.
Workflow: customer renewal scoring + intervention
Scores upcoming renewals + triggers tailored interventions to maximise retention.
YouTube long-form video outline (8–15 min)
A long-form YouTube video outline with retention beats baked in — hook, promise, three points with stories, recap, channel-specific CTA. Plus blog-post conversion notes for re-purposing the script.
Build a customer health score model
Designs a customer health score model with weighted signals and intervention triggers.