Billing is where trust can die.

This kit makes your admin workflow predictable, enforceable, and repeatable — without “special exceptions” everywhere.

What’s inside

·         Signup processing SOP

·         Auto-pay and payment failure handling

·         Refund rules + cancellation process

·         Renewal workflow + retention messaging

·         Internal tracking rules so nothing gets lost

·         “What we can say / can’t say” language guardrails

Bonus

• Canned responses library (copy/paste emails + texts)
• “Exception request” form (so admins don’t freestyle decisions)
• Billing dispute de-escalation script (calm + firm)

Format
PDF kit

Do You Know Where You Stand?