Retention Playbooks
Select the scenario that matches your customer. Get a step-by-step recovery playbook with email timing, tone, offers, and ready-to-use templates.
New Customer at Risk
Customer in their first 30 days with a failed payment. High churn risk — they haven't built loyalty yet.
Trigger criteria: Account age < 30 days + payment failed
Recovery Timeline
Send immediate friendly reminder
Acknowledge they just joined. Emphasize the value they will lose access to. Provide a one-click payment update link. Avoid any blame language.
Follow up with help offer
Offer direct support. Mention your support email. Link to a payment FAQ page. Show what features they have been using.
Final reminder with incentive
Clearly state the deadline. Offer a small discount (10-15%) or extended trial as a last resort. One-click payment link prominent.
Offer Suggestions
- Extend their trial by 7 days while they fix payment
- Offer 10-15% discount on first 3 months
- Provide a direct support call to help onboard
- Send a personalized welcome video from the founder
Example Email Template
Hi {{customer_name}},
Welcome to {{company_name}}! We noticed your recent payment
of {{amount}} didn't go through.
This can happen for many reasons — expired card, bank hold,
or a simple typo. No worries at all.
Update your payment method here (takes 30 seconds):
{{update_payment_url}}
If you need any help getting set up, just reply to this
email. We're here for you.
Best,
The {{company_name}} TeamVariables like {{customer_name}}, {{amount}}, and {{update_payment_url}} are automatically replaced by PaymentRescue when the email is sent.
Automate These Playbooks
PaymentRescue automatically detects each scenario and runs the right playbook. No manual intervention needed.