Retain
The number it owns
Members lost, by cause
Connects to
- Stripe
- Gmail
- Google Sheets
- Slack
- browser
What it never does
- Move money. No charge, retry, refund, credit or discount
- Move a membership. No cancel, freeze, pause or resume
- Send a member anything. It drafts and a human sends
In the box
/onboardThe reason setup is an hour rather than an afternoon./dunning-boardThe failed-payment worklist, and the decline taxonomy that decides what to do about each one./visit-driftThe leading indicator. It says in week two which member will cancel in week six, and it is honest about how many flags are the studio's fault./status-reconcileThree systems describe one member and disagree constantly./contact-draftEvery member-facing word comes through here, from a numbered template, past a consent row, inside contact hours, under a cap./freeze-cancel-deskIt tracks the freeze and cancellation rules the owner wrote, computes the dates those rules imply, and says every time that whether the rules hold is not its question./retention-reportThe monthly number, in two halves that are never added together, with an attribution rule that is deliberately unflattering to the part that sends messages./explainFor the moment a member is on the phone, the board says one thing and the platform says another, and the owner wants to know where the number came from.
Routines
| Routine | When |
|---|---|
| Daily recovery board | Every day at 08:15, weekends and public holidays included |
| Grace and conflict guard | Daily at 06:45, weekends and holidays included |
| Weekly drift list and drafts | Tuesdays at 09:00 |
| Weekly owner board | Mondays at 08:30 |
| Monthly churn split and recovered revenue | The 4th at 08:00, or the next business day |
| Monthly report retry | The 6th and the 8th at 14:00 |
