Tech startups
Weekly metrics reporter
Builds your Monday numbers from Stripe and HubSpot, writes them up in Notion and posts them in Slack.
Common
For tech startups and software companies
Failed payment chaser
Follows up on failed Stripe payments and plans set to cancel with a short note in your voice.
- Stripe
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
6 steps, the same way every time, and one place where he asks you first.
- StartsEvery weekday at 9:00
- 1Find failed payments and plans set to cancelStripe
- 2Check each account's plan, seats and payment historyStripe
- 3Draft a card update note, or ask why they are canceling
- 4Ask you first before sending the notesHe asks you first
- 5Send them from your GmailGmail
- 6Text you who fixed their card and who wrote back
- What you getEvery failed payment and planned cancel followed up in your voice, and a daily note on what is still unpaid.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
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