Sales-Adjacent Support: Upgrade and Retention Replies
Respond to pricing, cancel, and downgrade questions.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
Create reply guidance for pricing, cancellation, and downgrade conversations in support. Product and plans: [PLANS_AND_PRICES]. Retention options agents may offer (pause, discount, downgrade, extension): [RETENTION_OPTIONS]. Rules and limits on discounts: [DISCOUNT_RULES]. Voice: [VOICE]. Build a decision tree for when a customer writes in: IF they want to cancel THEN ask one open question about why (do not hide the cancel path) and branch by reason: - price: offer a cheaper plan, pause, or annual discount if allowed. - not using it: offer a short walkthrough or pause. - missing feature: log the request, say honestly if it is not planned, and do not promise dates. - switched to a competitor: acknowledge and make leaving easy; ask for feedback. - billing mistake: fix it first. IF they ask about upgrading THEN match their actual need to the plan; do not push features they do not need. IF they ask to downgrade THEN explain what they will lose and when the change takes effect. IF they are angry or confused about a charge THEN go to the billing reply path. For each branch write a sample reply of 70 to 120 words. Add rules: never mislead, always confirm cancellations in writing, respect the customer's decision after one offer. Add a table of metrics (saves, reasons) for monthly review.
Fill in before use
Optional: type your details and the prompt above updates. Nothing is saved or sent.
Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.