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DAY ONE

Seven things the person who owns your defaults needs on the first day.

At many brands nobody owns defaults; apps and a theme developer set them. Whoever takes this on needs seven things on day one, or the first month goes on finding out who set what.

  1. A list of every app that touches the product page, cart or checkoutWho installed it, what it’s paid on, and admin access.
  2. The subscription app’s settingsDefault option, interval, reminder timing and cancel path, with change dates.
  3. Ninety days of support ticketsWith tags and text, so complaints can be counted by cause.
  4. The payment processor’s dispute reportDisputes by reason and month, and the current ratio against the card networks’ thresholds.
  5. Sign-up sources in the email and SMS platformsWhich form, box or pop-up each subscriber came from.
  6. Twelve months of the promotion calendarEvery offer, its dates, its depth and what it was called: final, last chance, ending.
  7. A name at counselWho reviews checkout, subscription and messaging flows, and how fast they turn it around.

Do this

This is one chapter of The Free Choice, which is free and readable in full on a single page with no form in front of it.