# Confluence Extract — Retention

**Exported:** 2026-03-28 08:00 UTC
**Space:** UCR2
**Pages included:** 3

## Save Call Playbook

**Space:** UCR2 | **Last updated:** 2026-01-20 by M. Hall

### Overview
This page covers the standard process for handling save call playbook within the Retention team.

### Steps
1. Document closing business documentation in Jira
2. Verify competitor records in HubSpot
3. Review closing business records in Jira
4. Check pricing configuration in Jira
5. Update feature gap compliance in Tableau
6. Escalate closing business status in Jira

### Key Thresholds
- Amount > €2,000: Requires senior review
- Notice Given + Open = Status conflict, investigate before proceeding

### Contacts
- Team Lead: J. Roberts
- Escalation: N. Clark

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## Repricing Guidelines

**Space:** UCR2 | **Last updated:** 2026-01-12 by R. Martin

### Overview
This page covers the standard process for handling repricing guidelines within the Retention team.

### Steps
1. Document competitor status in Jira
2. Review feature gap documentation in HubSpot
3. Review service documentation in Confluence
4. Confirm service data in Tableau

### Key Thresholds
- Amount > €2,000: Requires senior review
- Saved + Offered = Status conflict, investigate before proceeding

### Contacts
- Team Lead: C. Taylor
- Escalation: N. Clark

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## Competitor Comparison Matrix

**Space:** UCR2 | **Last updated:** 2026-02-10 by H. Evans

### Overview
This page covers the standard process for handling competitor comparison matrix within the Retention team.

### Steps
1. Review feature gap documentation in Jira
2. Verify closing business documentation in Jira
3. Confirm feature gap data in Jira
4. Review feature gap records in Confluence

### Key Thresholds
- Amount > €2,000: Requires senior review
- Cancelled + Offered = Status conflict, investigate before proceeding

### Contacts
- Team Lead: C. Taylor
- Escalation: H. Evans

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