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
Index of business ops runbooks — daily health check, weekly metrics, monthly reconciliation, churn analysis, customer health, pricing changes, and new vertical launch
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
Proactively review active customer accounts for low engagement and churn risk — chatbot usage, voice call volume, and early warning signals before a church cancels
Analyze cancelled subscriptions to identify churn patterns — Stripe cancellation data, exit reasons, and retention improvements to implement before patterns repeat
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
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.
End-of-month reconciliation of Stripe revenue against expected MRR — catches failed payments, subscription discrepancies, and DB/Stripe drift before they compound
Review active subscriptions, current MRR, and subscription health in both Stripe and Supabase to identify at-risk accounts or billing inconsistencies
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