Membership Plans
Plans
Confirm pricing and offer clarity.
- Review plan names and benefits.
- Confirm customer-facing value.
- Check buttons and route flow.
Plans
Subscribe Page
Subscription Automation
MRR
Recurring revenue workflow.
- Check subscription success page.
- Review member billing route.
- Confirm subscription automation pages.
Automation
Billing
Upgrade Path
Upsell
Turn report buyers into members.
- Review monthly upgrade page.
- Connect delivery follow-up to subscription offer.
- Move satisfied report customers into monthly plans.
Monthly Upgrade
Delivery Follow-Up
Retention
Keep
Track member value and stickiness.
- Review retention dashboard.
- Check customer success loop.
- Identify members needing attention.
Retention
Success Loop
Revenue Expansion
Grow
Review growth levers.
- Revenue expansion intelligence.
- Referral and review capture.
- Seasonal report and membership pushes.
Expansion
Referrals
Founder Sign-Off
Ready
Launch subscription review.
- Confirm plan buttons.
- Confirm Stripe routing.
- Confirm member dashboard after purchase.
Payment Routing
Member Dashboard