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Win-back Playbook

🔵 Stable 🔷 SkillSpec L3 pm-cs

Turn an at-risk or churned account into a save play — root-cause hypothesis, the offer ladder, the outreach sequence, and the honest call on when to let go. Use when asked to save a churning customer, build a win-back plan, re-engage a lost account, or stop a renewal from slipping. Produces the churn diagnosis, a ranked set of save levers, a timed outreach sequence, and the walk-away line so you don't over-invest in an account that's gone.

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🗣 Say this to your agent

“Build a win-back plan for a churning enterprise account.”“This renewal is slipping — help me save it.”“Re-engage a customer who left for a competitor.”“Give me a save play and tell me when to walk away.”

What to give it

The account — size (ARR), tenure, product usage trend, and how they're leaving (churned vs at-risk renewal)
What you know — stated reason, support history, champion status, usage drop, competitor mentions
Your levers — what you can actually offer (discount, plan change, roadmap commitment, exec sponsor, services)
Economics — the account's value vs. the cost/effort to save it

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

A root-cause diagnosis precedes any offer
Each save lever is matched to a specific cause, not applied blanket
The sequence is timed to the renewal/churn clock
A walk-away signal is defined, with the account's economics behind it
The plan is honest about save odds — no false hope
The close preserves the relationship if the save fails

⚠️ What it refuses to do

**Leading with a discount** before diagnosing — trains customers to churn for a deal.
**One-size outreach** regardless of cause.
**No walk-away** — a healthy team drained by an unsavable account.
**Guessing the cause** when you could ask — the diagnostic call is the first step.
**Burning the relationship** with a desperate final push.

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Start with

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="winback-playbook"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Win-back Playbook is one of 832 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog