Cancellations

Cancellations

When they have already cancelled:

• Determine reason why client cancelled
• Send support macro offering retention deal based on reason for cancelling:
  • If price related
    • Monthly plans – Offer 50% off of subscription for the next 12 months
      • Retention code: lZ2Ko4FY
    • Annual Plans – Offer upgrade to next plan above theirs for no additional charge
  • If having trouble building forms or getting account set up
    • Offer $100 account credit
      • Retention code: x9TQ9EwR

When they ask about or are intending to cancel:

• Determine reason why client wants to cancel
• Send support macro offering retention deal based on reason for wanting to cancel:
  • If price related
    • Monthly plans – Offer 50% off of subscription for the next 12 months
      • Retention code: lZ2Ko4FY
    • Annual Plans – Offer upgrade to next plan above theirs for no additional charge
  • If having trouble building forms or getting account set up
    • Offer $100 account credit
      • Retention code: x9TQ9EwR

When they are cancelling but indicate they may return in the future:

• Offer the Account Hold plan for $5/month to ensure their information does not get deleted