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Customer Retention Call Script Document Template

Phone script used by support agents to retain customers considering cancellation.

Customer Retention Call Script

Purpose: This script is designed to guide support agents through a structured and empathetic conversation with customers considering cancellation of their service or subscription. It focuses on understanding customer concerns, offering tailored solutions, and ultimately retaining the customer.

1. Greeting

Hello {customerName}, this is {agentName} from {companyName}. I see that you're considering canceling your service, and I’d love to take a moment to understand your concerns and explore how we can help.

2. Verify Customer Details

  • Customer ID: {customerId}
  • Plan/Subscription: {subscriptionPlan}
  • Join Date: {joinDate}

3. Empathize and Listen

Let the customer explain their reason for cancellation. Use active listening and avoid interruptions.

"I completely understand, {customerName}. Thank you for sharing this with me."

4. Identify the Concern

Reason for cancellation stated by customer: {cancellationReason}

Usage Highlights

Feature Usage Value Delivered
{#usageStats}{feature}{usageAmount}{valueNote}{/usageStats}

5. Offer Solutions

Based on what you've shared, we might have a solution that better fits your needs.

{#availableOffers}

  • {offerTitle}: {offerDetails}

{/availableOffers}

The above options are tailored to help you get the most value from our service.

6. Confirm Next Action

Would you be open to trying one of these solutions, or would you prefer to proceed with cancellation?

{#customerStays}

Excellent! I’ve noted your preference to stay with the {companyName} family. We’ll apply the necessary changes and send a confirmation to your email at {email}.

{/customerStays}

{^customerStays}

We’re sad to see you go. Your cancellation request has been processed. If you ever decide to come back, we’ll be happy to welcome you again. A confirmation email will be sent to {email}.

{/customerStays}

7. Final Thank You

Thank you for your time today, {customerName}. We appreciate your business and hope to serve you again in the future.

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Use Cases

Automate Customer Retention Call Script Using Forms

create retention call script from web form filled by support agent
generate personalized cancellation call script from customer feedback form
auto-fill customer retention phone script using CRM intake form
produce call script for at-risk customers from service downgrade form
build support call script using customer satisfaction survey inputs

Generate Customer Retention Call Script Using APIs

automatically generate customer retention script from support ticket data via API
trigger phone script generation for churn-risk customer through CRM API
create personalized retention call scripts from customer behavior logs via API
generate call script PDF when cancellation flag is raised in database
API-based generation of support call document for subscription downgrade requests

Integrations / Automations

auto-generate retention call script when customer is tagged in HubSpot via Zapier
build support phone script when cancellation form is submitted in Typeform using Make
create call script when negative review is received in Zendesk via Zapier
generate customer retention scripts automatically from Salesforce contact updates
send personalized call script to Slack channel when customer churn risk detected via Make

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