Ad Tracking
Measure paid campaign ROAS next to checkout conversions and upgrades.
Launch plan catalogs, automate billing, and surface revenue insights that teams trust.
Centralise plans, coupons, and payment ops with dashboards that connect to Ad Tracking, Personalization Studio, and lifecycle marketing journeys.
Plan experiments and upsell prompts surface to the right cohorts automatically.
Automated invoicing, retries, and tax handling keep finance teams focused on strategy.
Lifecycle nudges and plan downgrade playbooks prevent silent cancellations.
Investment
Launch trials, manage plan upgrades, and automate renewals with calm billing defaults.
Annual billing saves around 10% versus monthly.
Monitor MRR, ARR, cohort retention, and coupon performance with executive-ready reports.
Plan and add-on mix
Identify which catalog items drive revenue and where to position upsells.
Cohort retention views
Track churn and expansion by cohort, segment, or lifecycle stage to inform interventions.
Executive exports
Deliver board-ready revenue snapshots with annotations and linked playbooks.
Sync subscription events with Mailchimp, Experience Personalization Studio, and Messaging.
Trial nurture sequences
Send onboarding journeys and product tips the moment a trial activates.
Dunning and win-back playbooks
Automate payment retries, upgrade nudges, and downgrade alternatives with segment-aware messaging.
Upsell recommendations
Surface add-ons and bundles using Personalization Studio segments and Ad Tracking attribution.
Manage tax rates, invoicing policies, and revenue recognition settings with guardrails for finance teams.
Multi-currency catalogues
Localise pricing while keeping reporting consolidated in your base currency.
Tax automation
Configure Avalara or manual tax tables with jurisdiction overrides and audit notes.
Role-based approvals
Define who can publish plan changes, issue credits, or override invoices.
Share plan updates, launch calendars, and negotiation guidelines so every customer touchpoint stays on-message.
Launch calendars
Coordinate plan changes with marketing campaigns and product announcements.
Enablement briefs
Publish competitive positioning, objection handling, and upgrade scripts inside the workspace.
Executive alerts
Notify leadership when revenue milestones, churn spikes, or pricing tests need attention.
Explore companion modules that extend this experience across learning, community, and operations.
Measure paid campaign ROAS next to checkout conversions and upgrades.
Use segments to present the right plan, bundle, or upsell inside the experience.
Trigger lifecycle emails and win-back journeys the moment billing events occur.
““Finance finally gets real-time MRR and cohort data while marketing sees which offers resonate. We run the whole subscription business from one tab.””
““Automated retries and lifecycle emails cut involuntary churn in half. Our team focuses on expansion instead of chasing failed payments.””
Book time with our experience strategists to align scope, integrations, and training for your next learning group launch.