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Churn Management

A standardized workflow to manage customer churn effectively, offering a good experience even up until the last engagement.

Workflow template includes the following steps

Step 1 — Identify At-Risk Customers

Identify customers who are showing signs of dissatisfaction or are likely to churn.

Due Date

Output Field Conditions

Step 2 — Reach Out to At-Risk Customers

Reach out to the identified customers to understand their concerns and provide assistance.

Output Field

Step 3 — Document Churn Reason

If a customer decides to churn, document the reason for their decision.

Due Date

Output Field Conditions

Step 4 — Final Engagement

Conduct a final engagement with the customer, ensuring they leave with a positive experience.



This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Churn Management

Churn Management is a critical aspect of any business. It is the process of identifying customers who are likely to cancel their subscription or stop doing business with you and taking proactive steps to retain them. This process is crucial for maintaining customer satisfaction and loyalty, as well as ensuring the sustainability and growth of your business.

The Pneumatic Churn Management template allows businesses to offer their customers an excellent experience even up until the last engagement. It helps to establish a standardized workflow with quick responses and conditional fields, thereby increasing service efficiency with automations that streamline your team work.

Visibility and standardization of the entire operation are key features of this process. With a clear view of the entire customer journey, businesses can ensure quick and clear communication with departing customers and capture the reason why the decision was made to close the account. This information is invaluable for improving your products or services, as well as your overall customer experience.

By implementing this process, businesses can mitigate the risk of customer churn and increase their chances of retaining customers. It also provides an opportunity to learn from lost customers and make necessary improvements to prevent future churn. In the long run, effective churn management can lead to increased customer satisfaction, improved customer loyalty, and sustainable business growth.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

Use our Workflow Template Generator to create a customized template
for this business process based on your prompt

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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