Retention Pricing Playbook: 3 Cancel-Flow Pricing Levers

Daniel Bennett ★ -

A paying customer hovers over “Cancel.”
Before that click lands you can lose a user—or lock in more revenue.

The Retention Pricing Playbook's got 3 cancel-flow pricing levers plus the SOP you can upgrade your business with right now.

Here’s one lever that’s saving founders up to 23 % of churn overnight… and two more you’ll unlock inside the free Retention Pricing Playbook.

Table of Contents

  1. Introduction
  2. Lever 1 – Expiring Credits (Loss Aversion)
  3. Lever 2 – Pause‑Plan Safety Net
  4. Lever 3 – High‑Anchor Downgrade
  5. Implementation Checklist
  6. Metrics & Dashboards
  7. Bonus Templates & Resources
  8. About Legend Vault

1 · Introduction

Why this playbook? 70‑80 % of churn happens at the exact moment a user hits “Cancel.” These three Hormozi‑approved pricing moves rescue the quitters, add upsell revenue, and build a healthier LTV without new ad spend.

What you’ll get

  • Copy‑paste modal scripts (Word & Markdown)
  • 3 ready‑to‑import Zapier templates (.json)
  • Stripe coupon formulas & test matrix
  • KPI tracking sheet (Google Sheets link)

How to use this guide – skimmable SOP boxes let you implement each lever in < 30 minutes. Each one features real-world examples from successful SaaS flows.

2 · Lever 1 — Expiring Credits

Why it Works

Loss aversion: users will fight harder to keep value they already “own” than to gain something new.

SOP (15‑Minute Setup)

  1. Tokenize Deliverables – Convert your service units into credits (e.g., 1 credit = 1 AI batch).
  2. Display Balance Banner – Inject JS snippet to surface credit bank on every account page.[Screenshot placeholder: credit banner]
  3. Cancel‑Flow Alert – Modal headline: “You’ll lose {{credit_balance}} credits if you leave today.”
  4. Zapier Flow – Trigger: user clicks “cancel” → Action: email ‘credit reminder’ → Delay: 24 h → If still active, tag as “Churn saved”.[Zapier template link]
  5. One‑Click Top‑Up Offer – Add Stripe Checkout link for discounted credit pack.

Copy Deck

Headline: Don’t lose your {{credit_balance}} unused credits 💎
Body: Stick around and we’ll bump your bank by +20 % today only.
Buttons: Keep My Credits ▸ | Still Cancel

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