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Customer Retention

The customer retention process is aimed at engaging with existing customers with a view to maximize customer loyalty and keep them buying your product or service.

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


See how you can use our customer retention library template to run a series of customer retention workflows to boost customer loyalty and secure a predictable revenue stream in the foreseeable future. Remember, it’s cheaper to retain existing customers than to acquire new ones.

Did you know that retaining existing customers is several orders of magnitude cheaper than acquiring new ones?

Retention is all about communication and staying in touch, if a customer is using your product/service, it doesn’t always mean they’re happy; they may not yet have found a good enough alternative yet, and you want to anticipate that.

The added bonus is that getting feedback form existing customers and changing your offering accordingly is going to make your product/service better, making it easier for you to attract new customers.

Crash Course: Upgrading Your Business From Tasks to Workflows

Find out about how you can take your business to the next level by using workflows to turn it into a super efficient lean and mean machine that can run itself.

Customer Retention Workflow Template

The template represents a standard customer retention process:

  • Document customer needs
  • Propos product changes
  • Onboard
  • Adopt
  • Solution review and value delivery
  • Product improvement roadmap
  • Renewal

The 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.

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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Our Workflow Template Generator

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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