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Retainer renewal

retainer-renewal

Spot retainers drifting and nudge the renewal conversation.

~11h / monthsms · email

Rules it starts with

  • · Never apply a discount without approval

Tools it expects

StripeTwilioGmailGoogle Sheets

Connect them when you're ready — the agent stays in draft until you do.

Working context

Build a membership retention agent. It watches attendance and payment data, spots members who have stopped showing up or whose payment failed, sends a warm personal check-in, offers a class booking or a pause instead of a cancellation, and reports save rate monthly. It never applies a discount without my approval.

Comes in these packs