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01 · The question

I just got your email for the room about the milestones on certain dates. I love that idea. Is it just an automation that you set up? How do you handle cancellations especially if somebody is upgrading to yearly and they cancel the monthly to make sure they don’t miss out on milestones? Anything else that you’ve learned as you’ve implemented this strategy? Do many people take you up on the upgrade?

Asked by ShelleyJan 7, 2026From the Telegram archive
02 · Kate's answer
Answered Jan 7, 2026

Kate's answer

Listen to Kate's answer0:00 / 1:47
03 · The short version

Kate's take, in a sentence or two

Kate explained that the milestone system is an automation built in their Airtable base, which detects when someone is one day away from their renewal and sends them an email offering a prize if they stay—all set up before they'd cancel, and it was fairly easy to implement. For people upgrading to yearly, she said they just give them all the milestone prizes upfront instead of doling them out monthly, and while Rachel handles most of the related help desk requests, Kate has seen people take them up on it and stay longer, confirming it's a strategy worth doing.

04 · Transcript