Customer Experience Blueprint
Turn subscription cancel requests into saved subscribers with AI
Keep subscribers who need a pause, skip, or product swap from slipping into avoidable cancellations, while honoring firm requests to cancel immediately. Match each customer’s reason to one relevant offer, apply it in the subscription app, and track which changes actually retain subscribers.
1 File Included
yuma-subscription-save.skill
2 KB
What problem does this solve?
Subscription brands lose a large share of subscribers through support: a customer writes in to cancel, waits in a queue, and gets either a generic retention script or a cancellation with no attempt to understand why. Many of those customers only needed a skip, a pause, a different frequency or a product swap. Agents spend hours on routine subscription changes, and the reasons people leave stay buried in tickets nobody analyzes.
How does it work?
- Connect Yuma to Shopify and your subscription app (Recharge, Skio, Loop and others) so the agent can see each subscription and take actions like skip, pause, reschedule, change frequency, swap products, apply a discount or cancel.
- Connect Claude to Yuma through the Yuma MCP and run the subscription save prompts (https://docs.google.com/document/d/1eYvYQIpuocXBp7hGha6IQ6YzzPF8aAefFUBFimC2SY8/edit?usp=sharing) on the last 90 days of cancellation requests. Group them by reason and count how many could have been solved with a change instead of a cancel.
- Build a save-offer map with one offer per reason: too much product gets a skip or a longer frequency, price gets a one-time discount, travel gets a pause, taste or fit gets a swap, a move gets an address update.
- Write a cancellation playbook in the Yuma Handbook. Ask for the reason if the customer hasn't given one, make the single most relevant offer, and apply it instantly in the subscription app. If the customer declines or repeats the request, cancel right away and confirm it.
- Add tests before you publish, including a customer who firmly says "cancel now" (the agent must cancel without pushing back), an upset customer, and a refund request on a recent charge.
- Roll out on part of your volume first and read transcripts daily during the first week.
- Measure every week with the reporting prompt: save rate by reason, which offers get accepted, and how many saved subscribers are still active 30 and 60 days later.
- Adjust the offer map based on what actually retains subscribers, update the Handbook and rerun the tests.
What's the biggest win?
Cancel requests get an answer and an action in the same conversation, at any hour, instead of a queue and a generic script. Customers who only needed a skip, pause or swap stay subscribed, agents stop spending their day on routine subscription changes, and the brand finally gets clean data on why subscribers leave, by reason and by product.
What's required to run this?
Make one offer per conversation and match it to the stated reason. Keep discounts one-time and capped so saves don't quietly erode margin. Track whether saved subscribers are still active after 30 and 60 days, not just whether they accepted the offer in the moment. Keep the reason categories stable so you can compare month to month. Run steps 2 to 7 on your own tickets with a 30-day free Yuma trial (https://yuma.ai/support-ai).
What are the constraints?
Clear cancellation requests must always be honored, and the flow has to follow the auto-renewal and consumer protection rules in each market you sell in. Available actions depend on the subscription app; each platform supports a different set of changes. A save that cancels again next month inflates the save rate, which is why the 30 and 60-day check matters. Heavy discounting can retain subscribers at a loss.
Tools in this Blueprint
About This Blueprint
- Industry
- E-Commerce
More Blueprints to explore
Answer pre-purchase questions to convert hesitant shoppers with AI
Shoppers get accurate answers about fit, compatibility, ingredients, and delivery even when your team is offline, so fewer leave before checkout. Conversation insights also reveal which product-page details could prevent the next unanswered question.
Urska B.
GTM Lead
Find the root cause behind repeat support tickets with AI
Catch a few unusual tickets before a product or fulfillment issue turns into hundreds of refunds, chargebacks, and bad reviews. Cluster transcript evidence by SKU, order date, location, and carrier so operations can trace the cause and support can reach affected customers early.
Urska B.
GTM Lead
Set up weekly voice-of-customer alerts from support tickets with AI
Catch rising complaints before they spread, with weekly ticket themes grounded in customer quotes and verified against the original conversations. A Slack digest assigns each issue to the team that can act, so product, operations, and CX can respond sooner.
Urska B.
GTM Lead