Loading your sub-accounts…
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Plan changes, usage invoices and failed payments are CRM triggers. Start from these and make them your own in Studio.
When a sub-account is put on a plan: email the billing contact a welcome and open a kick-off task.
When a sub-account is created: open a set-up task to load a snapshot, choose a plan and invite the client's team.
When a sub-account moves to a bigger plan (by you or on its own plan page): a thank-you email and a task to show them what the new plan opens.
When a sub-account's plan payment fails: email the billing contact to update their card, then open a follow-up task after 3 days.
When a sub-account reaches its plan's contact, team or number cap: email the billing contact about a bigger plan and open an upsell task.
When a sub-account is deleted: open a close-out task to cancel its tools, remove its domains and file its export.
Connect your agency once and route your clients' payments through it, with your share taken on each payment.
Payments route to your connected agency account. Platform application fees are not configured.