All use cases

Upsell & Cross-sell

Maintenance-program upsell at goal weight

Reaching goal weight feels like the finish line — and that is exactly when most patients walk away from the thing keeping the weight off.

Close the loopGet aheadTime-based triggerBehavioral triggerChatPushEmailWhatsAppGLP-1 & PeptidesHealth & TelehealthSubscription

What it does

A patient who completes the protocol or hits their goal weight reads it as "done" and cancels. But most patients regain a large share of the loss within a year of stopping unsupported, so the moment of success is also the moment of highest churn risk and the highest-value conversation in the program. The agent opens the maintenance conversation at that milestone: it reframes the goal from "losing it" to "keeping it off," explains that continued and lower-dose paths exist, names the regain risk plainly, and surfaces a maintenance program — turning a would-be cancellation into continued revenue. Any dose decision goes to the clinician; the agent sells the program, not the prescription.

How it works

  1. 1
    Trigger. the patient reaches a goal-weight milestone or completes the protocol (a time / behavioral signal from the program), often paired with early "I think I'm done" language.
  2. 2
    Decision. the agent reads memory — the patient's starting point, their journey, what motivated them — and frames a maintenance pitch tied to their own result; a quality judge gates the message and the commercial offer is steered through a channel separate from any clinical coaching.
  3. 3
    Action. a warm, personal message on the channel the patient answers that celebrates the milestone, reframes to maintenance, lays out continued-vs-lower-dose options at a high level, and offers a maintenance program with a secure hand-off to the client's hosted checkout for the plan change.
  4. 4
    Follow-through. the dose question behind any option is routed to the clinician, never answered; interest and objections are written back to memory; if the patient enrolls or explicitly declines, pending follow-ups are cancelled, and the relationship is handed to the maintenance track.
Example
AgentYou hit your goal this week — that's a real milestone, and you earned it. Here's the part most people aren't told: this is the stage where keeping it off becomes the goal, and there are lighter maintenance paths built exactly for that. Want me to walk you through what maintenance looks like before you decide anything?
PatientI figured I'd just stop now that I'm here. Isn't that the point?
AgentTotally fair to think that — the catch is that stopping cold is when a lot of the loss tends to come back. A maintenance plan is lower-touch and designed to hold your result. I can set that up for you here, and your clinician decides the right dose for it — never me. Shall I show you the plan?

Configuration

How the agent is wired for this use case.

Triggera goal-weight or protocol-completion milestone from the program, optionally paired with completion / stop-intent language, sourced from the app backend and program scheduling system.
Tools & actions
  • App backend · reads goal-weight status, program completion, and weight-trend history as trigger and context.
  • Memory store · reads the patient's journey and motivations; writes interest and objections back for follow-up.
  • Messaging channel · sends the judged maintenance message on chat, push, email, or WhatsApp.
  • Billing / subscription system · presents maintenance-program options and initiates a secure hand-off to the client's hosted checkout for the plan change.
  • Clinical escalation path · routes any dose question behind a maintenance option to the clinician.
Autonomythe maintenance outreach sends unattended only after a quality judge clears it; the agent never recommends, confirms, or changes a dose and never gives medical advice — it positions the program and hands payment to the client's secure hosted step, and any dose decision is routed to a clinician under a clinical-safety policy class.
Channelschat · push · email · whatsapp
Escalationa dose or clinical question hands off to the clinician; a complex billing case hands off to a human.

What you need

The inputs this use case runs on. Your channels stay yours; the agent supplies the judgment.

Signals

goal-weight milestone, protocol-completion event, stop-intent or completion language, weight-trend history.

Data

program start point and goal, weight history, the patient's stated motivations, conversation memory, maintenance-program and pricing options, messaging consent.

Guardrails

judge review on every unprompted message; commercial offers on a channel separate from clinical coaching; secure payment hand-off only, never agent-held payment; no dose recommendation or medical advice, dose decisions route to a clinician; suppression and cancellation of pending follow-ups once the patient enrolls or declines.

Metrics it moves

  • renewal-rateup, the goal-weight milestone is converted into a maintenance enrollment instead of a cancellation.
  • ltvup, a completing patient continues on a maintenance plan rather than churning at success.
  • churndown, the highest-risk "I'm done" moment is met with a reframe and a path to stay.
  • arpuup, a structured maintenance offer extends revenue past the loss phase.

Related use cases

Retain / Save

Off-ramp safe-transition agent

the reason-aware counterpart when a patient is stopping, not completing

Retain / Save

Silent-maintenance non-renewal save

defends the maintenance cohort once it quietly stops renewing

Retain / Save

Renewal-window save

the generic renewal-moment save this specializes for goal-reached patients

See it on your own customer journey

Bring one drop-off, one churn cliff, or one silent segment. We will show you what a proactive agent with memory and judgment does with it.

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