Purchasing Guides / Subscription Cancellation & Retention Offers

Subscription Cancellation & Retention Offers

Offer an eligible pause, plan change or discount when a subscriber wants to cancel, without blocking cancellation.

Yearly running cost

Assuming 24,000 requests a year

By hand
$70K / year
2,000 hours of work
Subscription
n.a.
This workflow
$346 / year
Machine usage only; setup, hosting and review are extra.
How should retention offers work?

Offer an eligible pause, plan change or discount when a subscriber wants to cancel, without blocking cancellation.

One request includes up to 5 eligible offer candidates.

Never hide, delay or obstruct cancellation. No price change, discount or plan change without customer consent and an approved billing action.

What is included

Use fixed, approved offers and deterministic eligibility checks before drafting an explanation. Keep a no-offer path and measure outcomes against a holdout group. Retention uplift is not an acceptance promise.

Use fixed, approved offers and deterministic eligibility checks before drafting an explanation. Keep a no-offer path and measure outcomes against a holdout group. Retention uplift is not an acceptance promise.

Conversation context: up to 10 messages.

Model input budget: up to 2,500 tokens across the reference run.

Model output budget: up to 300 tokens across the reference run.

Standard independent test set: at least 100 requests.

Strict independent test set: at least 200 requests.

Reference application CPU: 2 cores.

Reference application memory: 4 GB.

What standard do you need?

Choose the acceptance targets your provider must demonstrate on your own test material.

How these standards are measured

Split by customer account. Include expired offers, concurrent cancellation, duplicate callbacks, billing failures and customers who decline every offer. Agree the holdout set before tuning. Report each metric with its numerator, denominator and exclusions; abstentions count against coverage. Test all inputs, including failures, rather than only accepted results.

Targets for your selected standard
What is checkedTarget
Eligible offers onlyOffers satisfying all account, frequency and discount limits divided by all offers shown; any unauthorized offer fails the pilot.≥100%
Cancellation reasons classifiedCorrect reason labels divided by all independently labeled cancellation requests, including an unknown category.≥90%
Correct outcome recordsCorrect, deduplicated choice and billing-status records divided by all expected outcome records.≥99%
Approval and data controlsPassed control cases divided by all independently tested unauthorized-action, stale-input and sensitive-data cases; any critical failure rejects delivery.≥100%

Targets apply to the agreed independent test set, not every possible future input. During the pilot, a person reviews every result. Any unauthorized action or sensitive-data exposure fails acceptance.

How quickly do you need each request?

Choose the time from accepted input to a reviewable request. Human review and waiting for source access are separate.

Timing details

Measure wall-clock time including queueing, model calls, validation and permitted retries. Report failures and deadline misses. Faster targets need pilot testing; they are not vendor benchmarks.

The target applies to at least 95% of agreed test runs, with 1 in progress at a time.

How much should each request cost?

Choose a machine-cost target per request. A lower cap may limit model calls and iterations.

Cost details

Includes reference model usage, a retry allowance and allocated hosting at the stated volume. Human review, source-system subscriptions and paid connector access are separate. A tighter target must preserve the selected standards in the pilot.

Reference machine cost: $0.03 – 0.04 per request at 2000 requests a month. The selected cap is a target to test, not a replacement for this estimate.

Where do you want it to run?

Run the workflow in your cloud or on your own machine. Choose separately whether it may use an external AI model.

Data and access details

Run in your controlled cloud environment with scoped access and retained review records.

Use an approved external model with the agreed data-processing terms and minimum necessary input.

Local hosting does not itself keep data offline. Connected business systems may still use the network. Private inference needs suitable hardware and a separate measured running cost; access and retention rules must be agreed before real data is used.

How do you want to use it?

Choose a browser interface, an MCP tool for your current agent, or a standalone agent.

Anything else your provider should know?

Optional. Your choices are included automatically.

Common questions

When should I buy this instead of subscribing?

Buy when you need this work to run inside your own process with your own rules. Subscribe when an existing product already fits and you prefer its managed support.

Can it make cancellation harder to improve retention?

No. Cancellation must stay clear and available, including when the offer service fails. Measure genuine accepted offers, not trapped customers.

Can I ask for a different system or workload?

Yes. Add it to your brief and agree the scope and final price with your provider. Extra connections, permissions or larger workloads can change the guide price.

What do I still need to maintain?

Keep source access and rules current, review failures and retest changes. Ongoing support is optional and priced separately; the setup price is not a managed-service subscription.

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