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Retention workflows
Portfolio protection
Move cancellation and dissatisfaction signals through triage, commercial review, follow-up and outcome tracking without relying on individual memory.
Part of Retentions
Move cancellation requests through triage, approvals, save offers, follow-up and final outcome tracking.
01
Earlier visibility of attrition risk
02
Consistent save and approval processes
03
Measured retention performance by reason and owner
What it covers
PilotOS brings the workflow, context and management visibility together. Teams spend less time reconstructing what happened and more time moving the work forward.
01
Reason capture and structured triage
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Ownership, approvals and timed follow-up
03
Save options linked to merchant context
04
Outcome, value protected and loss reporting
Built for day-to-day operations
Keep retention workflows activity connected to the merchant, partner and commercial records your teams already use.
Assign every action, review and exception to a named person or team, with priorities and due dates visible.
Apply permissions, approvals and escalation rules wherever commercial or operational authority matters.
Move from summary measures into the underlying records, decisions and activity without rebuilding the story manually.
From design to operation
Discover
Understand the current retention workflows process, its systems, owners and points of friction.
Configure
Set the data, workflow, permissions, communications and management controls around agreed requirements.
Validate
Run real operating scenarios with the people who own the process and resolve exceptions before rollout.
Review
Measure adoption and outcomes, then refine the operation as volumes, products and responsibilities change.
Designed for
Retention specialists
Portfolio managers
Service leaders
Each team sees the information and actions relevant to its responsibility, while management retains one view of performance and control.
Frequently asked questions
Yes. PilotOS is configured around your stages, responsibilities, terminology and controls. The objective is to improve the operating model without forcing teams into an unfamiliar generic process.
Yes. Retention workflows works with the same merchant, partner, communication and reporting records used across retentions and the wider platform.
Role-based permissions, tenant boundaries and approval rights determine what each user can see and do. Material activity is retained in the operational history.
We start with the highest-value retention workflows journey, agree the data and controls it needs, then configure and validate it with the people responsible for the process.
Also in Retentions
We will review the current process, identify the most valuable improvements and demonstrate the relevant PilotOS workflow using your priorities.