Templates · Retention
Failed Payment Retry — your CRM Workflow Template
Recover failed subscription charges before customers churn.
Best for: SaaS, memberships, subscription services.
The prompt
Paste this to your AI (Claude, ChatGPT, Cursor) once your MCP is connected.
Build a Failed Payment Retry workflow in my your CRM: on payment failed, wait 1 day and email the customer to update their card, wait 2 more days and SMS a payment link, wait 4 more days and notify my support team.
How it works
- 1Trigger when a payment fails.
- 2Wait 1 day, send an email prompting the customer to update their card.
- 3Wait 2 days, send an SMS with the payment update link.
- 4Wait 4 days, notify your support team to reach out personally.
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