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Processes/growth — marketing, subscriptions, and retentiongrowth

Churn save attempt — growth processChurn save attempt

moderatepartially automatable🔁 when it happens⏳ has async waits

When a customer requests cancellation, execute a save flow with usage data and discount offer.

Stripe/HubSpot APIs provide data. Email automatable. Actual save conversation is person-routed.

Current agent ceiling

An agent can run 6 of 7 steps — 3 of them behind a human approval gate ⏸

⚡ Closable with today’s market (1 — via Voice Agent Platforms): Schedule call (a voice agent can place the call and hold on the line)

How it runs

Route-coded block flow: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.

runs in parallel · 2

01Pull customer usage data

agent
Stripe logoStripe89↗

or:Airwallex logoAirwallex88·Square logoSquare71

2 API calls
  • GET /v1/subscriptions/{id}
  • GET /v1/invoices?customer={id}

02Check CRM health score

agent
HubSpot logoHubSpot45

or:Salesforce Sales Cloud logoSalesforce Sales Cloud61·Twenty logoTwenty49

1 API call
  • GET /crm/v3/objects/contacts/{id}

03Prepare save offer

agent
⏸ approval gatemedium risk

04Send retention email

agent
Gmail⏸ approval gatemedium risk
1 API call
  • gmail.users.messages.send

05Schedule call

human
⏳ async

⚡ agentic workaround: a voice agent can place the call and hold on the line — Retell AI, top of Voice Agent Platforms →

06Apply discount or cancel

agent
Stripe logoStripe89↗⏸ approval gatehigh risk

or:Airwallex logoAirwallex88·Square logoSquare71

2 API calls
  • POST /v1/coupons
  • DELETE /v1/subscriptions/{id}

07Log outcome in CRM

agent
HubSpot logoHubSpot45

or:Salesforce Sales Cloud logoSalesforce Sales Cloud61·Twenty logoTwenty49

1 API call
  • POST /crm/v3/objects/notes

Context the agent needs first: customer id (from the founder) · subscription

The market options

Each role resolves against its arena’s live leaderboard — the default is the process’s canonical vendor, alternatives ranked by agent-readiness.

CRM →2 steps
Online Payments →2 steps

Simulate this process

simulated dry run from the mapped process — no real calls are made
For agents Process manifest (JSON)·/llms.txt