Hire an AI subscription offer payback reviewer

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, gifts and a prepaid plan, and the most you can pay per subscriber
• The payback time, the loss on order one and the cash needed, a safety score out of 100, and a go, slow down or bundles call
• A cancel flow with a save for each reason and a pause, built inside your margin
• A page check scored out of 100, with the conflicts found and tests for the top two fixes

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 reorder and want subscriptions without running short of cash.

• Step 1: Subscription offer. Discounts, shipping cadence, first-order deal, bulk tiers, gifts, prepaid plan, margin and the most you can pay per subscriber.
• Step 2: Payback check. Payback time, loss on order one, cash needed, a safety score out of 100 and a go, slow down or bundles call.
• Step 3: Cancel flow. Start screen, a save for each cancel reason, a pause option, win-back and failed-payment emails, and a save-rate sheet.
• Step 4: Page check. Seven page rules marked pass or fail, conflicts found, a score out of 100 and tests for the top two fixes.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• 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.
• 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 discount, how often it ships and the first-order deal, with bulk tiers, gifts and a prepaid plan. Models the margin.
• Check the payback. Works out the payback time, the loss on order one and the most you can pay to win a subscriber. Scores the plan out of 100.
• Build the cancel flow. Writes the cancel and pause steps for the same offer, with one save per reason that stays within your margin.
• Check the live page. Checks the product page, pop-up and cart against seven rules, lists conflicts between them, and plans tests for the top two fixes.

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-offer-you-can-afford-to-fund 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-offer-you-can-afford-to-fund/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
• Cash available and the months you can wait for payback
• Value of subscribers and one-time buyers at month 3 and month 6
• Cancel reasons or reviews
• After a few weeks live, screenshots of your product page on phone and desktop

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.
• Any good chat AI: Any current chat AI that reads images can score the screens. Attach phone and desktop views.
• Shopify: Paid plan needed. Your theme editor or a split-testing app shows which version of the page each buyer saw.
• Skio or Recharge: Paid subscription apps; the fixes land in the one you already use. Your subscription app sets the default selection, the plans shown and the cart upgrade, so the fixes land there.

Functions and deliverables

• Subscription offer payback reviewer: Share products, orders, costs and page evidence. Get an offer draft, payback scenarios, cancellation plan and later signup-rate review.
  • A subscription offer with first-order and repeat discounts, gifts and a prepaid plan, and the most you can pay per subscriber
  • The payback time, the loss on order one and the cash needed, a safety score out of 100, and a go, slow down or bundles call
  • A cancel flow with a save for each reason and a pause, built inside your margin
  • A page check scored out of 100, with the conflicts found and tests for the top two fixes
• 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
• Subscription signup page reviewer: Check your subscription page for the fixes that raise how many first orders pick subscription. Get a score out of 100 and a test plan.
  • A score out of 100, with the rule each point came from
  • A list of conflicts between pop-up, page and cart
  • Ranked fixes, with the one change most likely to raise take rate
  • A short test plan for the top two fixes
• 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 reorder and want subscriptions without running short of cash.
• Your subscribe discount was a guess and you do not know what it costs you per sign-up.
• You launched a subscription and few first orders choose it.

Limits to check before starting

• You sell one-off products or buyers who never reorder: use the Product pack and quantity discount planner for bundles, or run a plain one-time discount.
• You only want to know if a discount still leaves profit: use the Discount margin and ad-cost checker.
• You want a points or VIP scheme for repeat buyers instead of a subscription: use the Loyalty and VIP program designer.

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 your real cohort values for month 3 and month 6. Without them it will not score the payback.
• At the pause, put the offer live and let it run until you have a few weeks of sign-up data. Take phone screenshots of the product page.
• Try the page on your own phone and tell it what you see, because a screenshot cannot show every pop-up.

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-offer-you-can-afford-to-fund 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.