Client Exit Interview & Win-Back
Exit survey for departing clients, retention offers for price-sensitive exits, and 12-month win-back nurture
What This Automation Does
How It Works
Departure
Cancels, requests records, or 30+ days no response to kickoff
Exit Interview
'Sorry to see you go' — brief survey, records transfer info
Exit Survey
Why: price, service, moved, DIY, other firm. What could improve?
Reason
Evaluate departure cause
Price → Offer
Loyalty discount offer
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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