How to upgrade or downgrade a subscription plan on Queue

Summary

The video script outlines a straightforward process for clients to upgrade their service tiers. Users simply visit the client portal, navigate to the services page, and select 'upgrade'. They choose their project type, such as Facebook, and the desired tier, moving from a free introductory plan to a $5,000 per month tier one plan. The system automatically calculates the difference due and processes the payment using the card on file, updating all necessary information on QuickBooks and the Stripe account with the new service plan.

Takeaways

• 🚀 The process of upgrading is straightforward and can be done through the client portal.
• 📍 Clients need to navigate to the 'services' page to initiate the upgrade.
• ⏫ The upgrade involves moving from a lower tier, such as 'tier intro', to a higher tier, like 'tier one'.
• 📝 After selecting 'upgrade', clients must specify the platform related to their project, in this case, Facebook.
• 💰 The script mentions a specific pricing change from $0 per month for tier intro to $5,000 per month for tier one.
• 🔄 An automatic calculation will be performed to determine the difference in payment due immediately after the upgrade selection.
• 💳 The system will use the card on file to process the payment for the upgrade.
• 🔄 Information on QuickBooks (Q) and the Stripe account will be updated to reflect the new service or plan.
• 🔒 The upgrade process is designed to be secure, using the existing payment method on file.
• 👍 The speaker expresses hope that the explanation is helpful to the client.
• 📞 The closing thanks suggests a customer service orientation, aiming to assist and support the client.

Q & A

What is the process for upgrading a client's service plan?

To upgrade a service plan, the client needs to go to the client portal, navigate to the services page, and select the upgrade option. They then choose the project type and the new tier they want to upgrade to.

What is the starting point for the upgrade process?

The starting point is the client portal, where the client can access the services page to begin the upgrade process.

Can clients upgrade from any tier to any other tier?

Yes, clients can upgrade from one tier to another, as demonstrated in the script where a client upgrades from tier intro to tier one.

What is the pricing difference between tier intro and tier one?

The pricing difference is from $0 per month for tier intro to $5,000 per month for tier one.

How is the payment for the upgrade processed?

The payment is processed using the card on file, and the difference due today is automatically calculated upon clicking the continue button.

What happens after the client submits the payment for the upgrade?

After submitting the payment, the system updates the client's information on QuickBooks and the Stripe account with the new service or plan they purchased.

Is there a specific project type mentioned in the script for the upgrade?

Yes, the example in the script mentions upgrading for a Facebook project.

What is the purpose of the upgrade process described in the script?

The purpose is to allow clients to increase their service plan tier, enhancing their service offerings and capabilities.

Is the upgrade process automated or does it require manual intervention?

The upgrade process is largely automated, with automatic calculations and updates to the client's payment and service information.

What is the role of QuickBooks in the upgrade process?

QuickBooks is used to update the client's financial information and service plan details after the upgrade.

Is there a specific platform mentioned for the project type in the script?

Yes, the platform mentioned is Facebook.

Outlines

00:00

🚀 Easy Upgrade Process for Clients

This paragraph outlines the straightforward process clients must follow to upgrade their service tier. They begin by accessing the client portal and navigating to the services page. From there, they can select an upgrade, for instance, from the introductory tier to the tier one plan. The client chooses the project type, in this case, Facebook, and specifies the upgrade from the $0 per month introductory plan to the $5,000 per month tier one plan. Upon clicking 'continue,' the system calculates the difference in payment due immediately. Once the client submits the payment, the system uses the card on file to process the charge, updates the necessary information on QuickBooks, and adjusts the Stripe account to reflect the new service plan. This ensures a seamless transition to the upgraded plan.

Keywords

💡Upgrading

Upgrading refers to the process of moving from a lower level or tier of service to a higher one, typically involving additional features or benefits. In the video's context, it is the action clients must take to improve their service plan. The script mentions upgrading from 'tier intro' to 'tier one', indicating a transition to a more advanced service level.

💡Client Portal

A client portal is a web-based interface that allows clients to access and manage their accounts, services, and billing information. In the script, it is the starting point for the upgrading process, where clients initiate the change in their service tier.

💡Services Page

The services page is a specific section within the client portal that lists the services available to the client. It is where clients can view and select the services they are interested in, as mentioned in the script when clients choose to upgrade their service.

💡Tier Intro

Tier Intro likely refers to an introductory or basic service tier that is often offered at a lower cost or even free. In the script, it is the starting tier from which clients can upgrade, characterized by a '$0 per month' pricing.

💡Tier One

Tier One represents a higher level of service within a tiered pricing structure, usually offering more features or capabilities than lower tiers. The script describes upgrading to this tier, which comes with a '$5,000 per month' price tag, indicating a premium service level.

💡Project

In the context of the script, a project refers to the specific service or task that the client is opting to upgrade. The example given is 'Facebook', suggesting that the project may be related to social media management or advertising.

💡Difference Due

The difference due refers to the amount that a client must pay immediately when upgrading from one service tier to another. The script mentions that this amount will be automatically calculated once the client initiates the upgrade process.

💡Continue

In the script, 'continue' is likely a button or option that clients select to proceed with the upgrade process after choosing their new service tier. It signifies moving forward with the transaction.

💡Submit Payment

Submitting payment is the action of finalizing the financial transaction for the service upgrade. The script describes this as the step where the system uses the 'card on file' to process the payment.

💡Card on File

A card on file is a payment method that is saved and securely stored for future transactions. The script mentions using the card on file to facilitate the payment for the service upgrade, streamlining the process for the client.

💡Stripe Account

A Stripe account is a service provided by Stripe, a technology company that offers payment processing software and APIs for businesses. In the script, it is mentioned as the platform that will be updated with the new service or plan information after the upgrade.

💡Q and the Stripe Account

This phrase likely refers to the client's account or profile within the service platform (referred to as 'Q' in the script) and their associated Stripe account. It implies that both the service platform and the payment processing account will be updated with the new service plan information upon upgrade.

Highlights

Upgrading is a straightforward process.

Clients need to access the client portal.

Navigate to the services page for upgrades.

Upgrade from one tier to another, e.g., from tier intro to tier one.

Select the project type, such as Facebook.

Choose the current and new pricing tiers.

The system automatically calculates the difference due.

Submit payment to complete the upgrade.

Use the card on file for payment processing.

Update necessary information on QuickBooks and Stripe.

The new service or plan will be updated accordingly.

The upgrade process is designed to be user-friendly and efficient.

No need for manual calculations or payments.

The upgrade process is fully automated once initiated.

Clients can easily manage their service tiers through the portal.

The upgrade process is transparent with clear steps for clients to follow.

Clients are informed about the new plan and pricing structure during the upgrade.

The upgrade process ensures smooth transition to the new service plan.

Transcripts

so upgrading is really really simple all

your client has to do is go to the

client portal and then go to the

services page from there they can

upgrade from let's say tier intro to

tier one so we're going to click upgrade

then they just choose what their project

is so in this case it's going to be

Facebook and then they're going to

choose they're going to what they're

going to upgrade from tier intro which

is a $0 per month pricing and the new

plan which is going to be the $5,000 per

month uh tier one plan and when they

click continue we're going to

automatically calculate how much is

going to be the difference due today and

once they click submit payment we'll use

the card on file to build them as well

as uh update any kind of information

needed on Q and the stripe account with

the new service or plan they purchased

uh hope that helps thanks