How to upgrade or downgrade a subscription plan on Queue
Summary
TLDRThe 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
🚀 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.
Mindmap
Keywords
💡Upgrading
💡Client Portal
💡Services Page
💡Tier Intro
💡Tier One
💡Project
💡Difference Due
💡Continue
💡Submit Payment
💡Card on File
💡Stripe Account
💡Q and the Stripe Account
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
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