Harlo Graceful Offboarding Add-on — Cancel Confirmation, Data Export Emails & Offboarding Tracker
How a customer leaves decides whether they ever come back. This add-on to the Harlo Churn Save & Win-Back Kits gives subscription teams a respectful offboarding process for after someone cancels: a fast confirmation, an easy data export, plain dates for access and deletion, and a no-pressure way back.
What's inside: a 5-branch Graceful Offboarding Flow with a Mermaid diagram, a 3-email transactional offboarding sequence (cancellation confirmed, deletion reminder, deletion done), a 15-minute exit handover call script for B2B admins, offboarding screen copy (confirmation, export, return note), an offboarding operations checklist, and an Offboarding Tracker (CSV + XLSX with live formulas and a reason-code summary). Markdown, HTML, Notion-importable Markdown, DOCX and PDF.
Who it's for: founders, customer success and retention owners at subscription businesses who want cancellations handled cleanly. Works on its own; pairs with the Lite/Pro win-back sequence.
Important: General guidance, not legal advice; consult counsel about cancellation, data retention, deletion and privacy rules in your regions. Tracker settings and example figures are illustrative; results depend on your product and customers. No dark patterns — this flow starts after the customer chose to cancel and never delays it.
License: Single-organization license · Support: digitalpromohub.support@gmail.com
Refunds: Digital download. If files won't open, email digitalpromohub.support@gmail.com within 14 days; otherwise sales are final (templates).