SECTION 1 — 3-STEP AUTOMATED RE-ENGAGEMENT EMAIL SEQUENCE - Email 1: Value Check-In Subject: quick check-in re: {{Company}}'s attribution metrics Hi {{FirstName}}, noticed your team hasn't checked your attribution dashboard over the last 2 weeks. Tracking setup can sometimes hit a snag as campaign channels scale. Would a quick 15-min tracking audit with our lead analyst help get things running smoothly? - Email 2: Strategy Session Bump Subject: Re: attribution metrics Hi {{FirstName}}, following up—our team put together a 1-page setup checklist to help {{Company}} surface hidden channel ROI faster. Free for a brief call this Thursday to optimize your dashboard? - Email 3: Strategic Review Subject: Pausing {{Company}}'s TrackFlow account? Hi {{FirstName}}, assuming lead attribution isn't a focus for {{Company}} right now. If you'd like to hold off, let me know and I can temporarily pause your account so you don't lose custom tracking configurations. SECTION 2 — CANCELLATION FLOW & OFFBOARDING DEFENSE MATRIX - Exit Survey Options: 1. "Tool is too complex / hard to configure" -> Offer: Free 1:1 15-Minute Audit Session. 2. "Not using it enough right now" -> Offer: 60-Day Account Pause. 3. "Too expensive for current budget" -> Offer: 30% discount for 3 months. - CSM Follow-Up Script: "Hi {{FirstName}}, saw you initiated account cancellation due to setup friction. Before finalizing, I'd love to personally configure your main dashboard free of charge today. Free for a quick 10-minute screen share?" SECTION 3 — IN-APP NOTIFICATION & POP-UP COPY - Trigger A (Inactivity): "Missing lead data? Re-connect your ad channels in 2 clicks to surface lost campaign ROI." - Trigger B (Milestone): "Congrats on logging 1,000 tracked leads! Unlock multi-touch attribution modeling today." SECTION 4 — CRM & RETENTION AUTOMATION WORKFLOW BLUEPRINT 1. Trigger: Account inactivity counter reaches 14 days in Customer.io. 2. Action 1: Send Re-Engagement Email 1 + Trigger In-App Notification A. 3. Action 2: If no login within 5 days, trigger CSM Task in HubSpot & Send Email 2. 4. Action 3: Log win-back outcome metrics into ChurnZero dashboard.