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9 docs tagged with "business-ops"

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Business Operations Runbooks

Index of business ops runbooks — daily health check, weekly metrics, monthly reconciliation, churn analysis, customer health, pricing changes, and new vertical launch

Change Pricing Across the Portfolio

Coordinated pricing change runbook — update pricing.yaml, run pnpm derive, create new Stripe prices in live mode, update env vars, and verify all downstream targets are consistent

Customer Account Health Check

Proactively review active customer accounts for low engagement and churn risk — chatbot usage, voice call volume, and early warning signals before a church cancels

Customer Churn Analysis

Analyze cancelled subscriptions to identify churn patterns — Stripe cancellation data, exit reasons, and retention improvements to implement before patterns repeat

Daily System and Business Health Check

5-10 minute morning check covering Vercel build status, Supabase health, new signups, voice call volume, error log review, and any pending founder action items

Launch a New Vertical

Playbook for launching a new industry vertical (FuneralWiseAI, VetWiseAI, ShopWiseAI, LegalWiseAI) under the WiseAI Agency family. Covers DNS, hostname rewrite, tenant tables, shared-core integration, Stripe, voice agent vertical, admin scaffold, public-render path, and the known follow-up gaps. Derived from the FuneralWiseAI launch work on 2026-04-21/22.

Monthly Stripe Revenue Reconciliation

End-of-month reconciliation of Stripe revenue against expected MRR — catches failed payments, subscription discrepancies, and DB/Stripe drift before they compound

Weekly Metrics Review

30-minute weekly review of product metrics — chatbot usage, voice call volume, new signups, MRR, ITW subscriber count, and PewSearch traffic trends across all properties