DAY ONE

Whoever owns the program, a new hire, an agency, or you on the Monday you decide to take it seriously, needs six things on day one. Without them, the first month goes on hunting for things they should have been handed.

1. Admin access to billingThe subscription app, the payment processor’s dashboard, and the settings for retries, the card updater and the cancel flow.
2. A subscription exportEvery subscription with start date, first offer, cadence, status, end date, how it ended, pause and resume dates, and the cancellation reason if one was given.
3. A charge exportEvery renewal attempt with date, amount, result and decline code.
4. Contribution per orderFrom finance, for subscription and one-time orders, so the discount can be priced.
5. The historyEvery change to the offer, discount, price, cadence options and cancel flow since launch, with dates. Gaps are findings.
6. A name at counselSomeone who will look at the signup and the cancel path within a week.

Do this

• Ask for all six in one message today. Whatever comes back slowest is where the program knows least about itself.