Customer success

Churn follow-ups

Spot accounts that downgraded or went quiet, draft a personal note from the owner, and queue it for approval.

Schedule

Weekdays, 10:00

Apprentices

Reader → Drafter → Clerk

Tools

Stripe · HubSpot · Gmail

You sign

Each follow-up before it is sent

What the apprentices do

  1. Reader finds accounts that downgraded, paused or went quiet in the last seven days.

  2. Drafter writes a short, personal note from the account owner, referencing what the customer actually used.

  3. Clerk queues each note in the owner’s drafts and logs it against the account in HubSpot.

Where it stops for you

Every note waits in drafts for the account owner. Nothing is sent on anyone’s behalf without their signature.

What it needs

  • Stripe subscription events

  • HubSpot owners and notes

  • A Gmail account per owner

Create a free website with Framer, the website builder loved by startups, designers and agencies.