Does the work · Store, loyalty and payments

Subscription Change Handler

When a customer upgrades, downgrades or cancels it updates their record and loyalty status, and for a cancellation sends a retention message and records the reason.

Asked byThe Customer Success Manager
The Accounts Office
Serves
  • The Customer Success Manager
  • The Accounts Office

What it does

When a customer upgrades, downgrades or cancels it updates their record and loyalty status, and for a cancellation sends a retention message and records the reason.

For a subscription business.

Roles it serves

The Customer Success ManagerFor a subscription business.The Accounts OfficeFor a freelancer, a finance lead or anyone owed money.

Works alongside

The specialists it shares the most crews with.

Deal File ClerkKeeps knowledgeBilling DeskSpeaks to peopleCompany Records ManagerKeeps knowledgeContact Activity RecorderKeeps knowledgeCustom Records KeeperKeeps knowledgeCustomer Lifecycle AgentDoes the work

Routes it travels

A comment becomes a customer
  1. 1The Reputation Guard
  2. 2The Lead Catcher
  3. 3The Sales Engineer
  4. 4The Accounts Office
  5. 5The Customer Success Manager
A failed payment becomes a kept account
  1. 1The Revenue Rescuer
  2. 2The Customer Success Manager
  3. 3The Loyalty Director