Hire an AI subscription offer and retention planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A subscription offer with first-order and repeat discounts, bulk tiers, gifts and a prepaid plan, and the most you can pay to win a subscriber
• A payback check with the loss on order one, the cash needed, a score out of 100 and a go, slow down or bundles call
• A cancel flow with one save per reason, a pause, win-back and failed-payment emails
• Billing reminder and order confirmation emails for each rebill number, with an A/B test plan
• A churn audit scored out of 100, and a monthly retention calendar with gifts placed before each lapse point

How it does the job well

• Write for one named audience and one action. Each asset has a single job.
• Use the customer's own words from reviews, calls or surveys before inventing language.
• Every claim needs proof the business can show. Leave unproven claims out or mark them.
• Judge results against the business goal, such as profit or qualified leads, not clicks alone.

Mistakes it avoids

• Generic copy that could fit any brand.
• Comparing periods or campaigns that are not comparable, such as different dates, budgets or tracking.
• Calling a test winner before there is enough data.

What a good result looks like

An example, not your task: You sell something people use up and reorder, and want to add subscriptions that pay back.

• Subscription offer. First-order and repeat discounts, bulk tiers, gifts, a prepaid plan, margin and the most you can pay per subscriber.
• Payback check. The loss on order one, the cash needed until payback, a score out of 100 and a go, slow down or bundles call.
• Cancel flow. A start screen, one save offer per cancel reason, a pause, win-back emails and failed-payment emails.
• Billing emails. A reminder for each rebill number, order confirmations and an A/B test plan.
• Churn audit. Cancels by days since first order, reminder and save-rate checks, and a score out of 100 for four parts.
• Retention calendar. Lapse points, gift timing, send limits, a subscriber-only offer and a monthly schedule.

How the work is checked

• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• Every claim traces to the brand brain or supplied evidence.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Alex Hormozi would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Design the offer. Checks your cash first, then designs the first-order and repeat discounts, bulk tiers, gifts and a prepaid plan, and models the margin.
• Check the payback. Works out the most you can pay per subscriber, the loss on order one and the cash needed, scores the plan out of 100, and calls go, slow down or bundles.
• Build the cancel flow. Writes the start screen, a branch with one save for each cancel reason, a pause, win-back emails and a failed-payment flow.
• Write the billing emails. Writes a reminder for each rebill number and a confirmation for first, rebill and one-time orders, and plans an A/B test.
• Audit the churn. Charts cancels by days since the first order, checks the billing reminder and the save rate, and scores four parts out of 100.
• Schedule retention. Places low-cost gifts at the orders where people leave, caps subscriber messages, keeps subscribers out of sales and plans a subscriber-only offer.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id launch-a-subscription-and-keep-your-subscribers only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/launch-a-subscription-and-keep-your-subscribers/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Price, product cost, landed cost and shipping by pack size
• How long one unit lasts and your cash available
• Month-3 and month-6 value of subscribers and one-time buyers
• Reviews or the reasons customers give for cancelling
• Your email platform, subscription app and Shopify plan
• After about 60 days, your cancels with dates, order numbers and reasons

Tools and access

• Shopify: Paid plan needed. Its customer and order reports can show first-order subscribers against one-time buyers.
• Recharge: Paid. A Shopify subscription app that supports plans, gifts at set order counts and cohort reports.
• Klaviyo: Paid email service. Email and SMS flows that repeat the offer and the gift in the billing reminder.
• Recharge: Paid subscription app; use the one you already have. Its reports show subscriber retention and revenue by cohort.
• Shopify: Paid plan needed. Order and customer reports give first-order value and repeat orders.
• Google Sheets: A simple cohort table with months across the top works well.
• Skio: It supports a splash screen, branching by reason and flows by payment type failure. It is a paid app.
• Recharge: It has a customer portal with cancel flows and skip and delay settings. It is a paid app.
• Klaviyo: It sends the post-cancel, win-back and failed-payment emails and texts. It is a paid service.
• Klaviyo: It can pull next order date, items and order number into the email and build a different version for each rebill number. It is a paid service.
• Skio or Recharge: Your subscription app supplies the one-click delay, skip, swap and manage links. Both are paid apps.
• Shopify: Your plan decides whether you can turn off the built-in order confirmation. You need a paid Shopify plan.
• Skio or Recharge: Paid subscription apps; use the one you already have. Their exports give cancel dates, order numbers and reasons.
• Klaviyo: Paid email service that needs an account. It gives sends and the cancels that follow each one when you connect your subscription app.
• Any good chat AI: Any current chat AI that reads a spreadsheet can run the audit.
• Klaviyo: Paid email service that needs an account and a connected subscription app. It lets you leave active subscribers out of segments and shows cancels after each send when you connect your subscription app.
• Skio or Recharge: Paid subscription apps; use the one you already have. Your subscription app holds churn by order number and the add-on to a next order.
• Any good chat AI: Any current chat AI can turn your numbers into the plan.

Functions and deliverables

• Subscription offer and retention planner: Share product, order, cost and customer data. Get offer and payback drafts, cancellation steps, billing emails and later retention plans.
  • A subscription offer with first-order and repeat discounts, bulk tiers, gifts and a prepaid plan, and the most you can pay to win a subscriber
  • A payback check with the loss on order one, the cash needed, a score out of 100 and a go, slow down or bundles call
  • A cancel flow with one save per reason, a pause, win-back and failed-payment emails
  • Billing reminder and order confirmation emails for each rebill number, with an A/B test plan
  • A churn audit scored out of 100, and a monthly retention calendar with gifts placed before each lapse point
• Subscription offer designer: Design a subscription offer for products people reorder. Give your price, margin and cash. You get discounts, gifts, a prepaid plan and your max CAC.
  • An offer sheet: first-order discount, recurring discount, bulk tiers and gifts with cost and shown value
  • A three-option product page layout, and cadence and quantity rules
  • Maximum CAC from lifetime value, the first-order loss and the cash needed for 90 days
  • A test plan, and every place the offer must be said
• Subscription payback checker: Share month-3 and month-6 subscriber cohorts, margin, CAC and cash. Get max CAC, first-order loss, payback and a funding call.
  • Max CAC at a 3 to 1 ratio and at your own ratio
  • The loss per customer on order one, and the cash needed to reach payback
  • First-order gross profit and break-even CAC for each plan
  • A score out of 100 with its reasons, and a call: go, slow down or switch to bundles
• Subscription cancel flow builder: Build a subscription cancel flow with one save offer per cancel reason, delay rules and a failed-payment plan, from your reasons and portal limits.
  • A cancel flow map: start screen, reason question, one action for each reason
  • Offer copy for each branch, and skip and delay settings
  • A proactive pause email, post-cancel emails, and a win-back test plan
  • A failed-payment flow for each payment type, and a tracking sheet for save rate by reason
• Billing reminder and confirmation writer: Share subscription plans, gift timing and email tools. Get billing reminders, order emails, link setup steps and a test plan.
  • A billing reminder template, with a version for each rebill number (1 to 6)
  • An order confirmation template for first orders, rebills and one-time orders
  • A link setup list: one-click delay, skip, swap and manage, and where cancel sits
  • An A/B test plan against your current emails
• Subscription churn auditor: Find where subscribers cancel with a subscription churn audit. Give it your cancel data. You get a score out of 100 and your top three fixes.
  • A score out of 100 and the four numbers behind it
  • A chart of cancels by days since sign-up, with spikes labelled
  • A list of emails that caused more cancels than starts
  • The top three fixes, each pointing to the right skill
• Subscriber retention calendar planner: Plan gifts and sends to keep subscribers. Give it your churn and gift costs. You get a subscriber retention calendar with send rules and a sale offer.
  • An order-by-order plan: gift, reminder version and any message
  • Subscriber send rules: exclusions, a cap and content types
  • A calendar of one to three campaigns a month for subscribers
  • A subscriber-only add-on offer for your next sale
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Alex Hormozi: Improve an offer, price or lead plan using Alex Hormozi’s recorded frameworks. Check buyer needs, costs and honest promises before adding more leads.
  • Your problem worked on the way Alex Hormozi would: their questions, their method, their push-back
  • The answer or the work, in Alex Hormozi's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You sell something people use up and reorder, and want to add subscriptions that pay back.
• You already have subscribers but too many cancel after the second or third order.
• You are unsure how big a first-order discount you can afford.

Limits to check before starting

• You sell one-off products that nobody reorders: use the Customer offer builder to plan a single offer instead.
• You only want to size a pack or bulk discount: use the Product pack and quantity discount planner.
• You have no month-3 or month-6 numbers yet: run the offer step alone first, then come back with real subscriber data.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Give it real cohort numbers for month 3 and month 6. Without them the payback check will not score the plan.
• At the first pause, put the subscription live and let it run for about 60 days. Then export subscriber and cancel data.
• At the second pause, pick the lapse points the audit flagged and export the orders of subscribers around those dates.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/launch-a-subscription-and-keep-your-subscribers for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.