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Introducing the Common Unsubscribe Flow: A New Era in Subscription Management
We’re thrilled to announce the arrival of our Common Unsubscribe Flow, a powerful tool designed to enhance control and efficiency in subscription management for agencies. This feature is now live on Bosseo CRM, allowing agencies to handle subscriptions at a location level directly from their Billing page without the need for support tickets. With more visibility and control, agencies can optimize their operations seamlessly.
Three Simple Steps to Manage Subscriptions
Our new unsubscribe flow simplifies the process into three straightforward steps, enabling you to manage subscription cancellations efficiently.
Step 1: Choose Your Preferred Method
With this feature, agencies have the flexibility to decide how and when to cancel a subscription:
Cancel at End of Billing Cycle
Cancel Immediately – with no proration or refunds
Step 2: Confirm the Location
Before proceeding, get a concise summary of the chosen location to ensure precision and prevent accidental cancellations.
Step 3: Provide a Reason
Sharing your reason for cancellation helps us continually improve our platform. After sharing, confirm your cancellation, and you’re done!
Anticipated Upgrades
Location Self-Cancellation
We are working towards enabling locations to independently cancel their subscriptions, thereby streamlining the process even further.
Bundle Plan Cancellations
This feature will allow for bulk cancellations in one go, saving agencies time and resources.
Why This Feature is Essential
Enhanced Control
Agencies gain autonomy over client subscriptions, enhancing client management and service delivery.
Swift Execution
Reduce delays with no necessity for back-and-forth communication with support teams.
Streamlined Experience
The intuitive three-step guided process minimizes errors and ensures clarity throughout the cancellation process.
Use Cases Across Industries
This feature is not only versatile but also applicable across various sectors:
Home Improvement
For home improvement businesses, managing client subscriptions is crucial, especially during seasonal changes or project completions. Leveraging this tool can streamline the end of season offers or post-project service cancellations, ensuring client satisfaction and optimum resource management.
Legal Practices
In legal practices where retainer agreements are common, this new flow allows law firms to manage client retainers efficiently, adjusting or terminating subscriptions without administrative hurdles, thereby maintaining clear client communication.
Medical Practices
For medical practices offering subscription-based services like consulting or telemedicine, easy management of cancellations enhances patient interactions, maintains service flexibility, and adapts to evolving patient needs without compromising on service quality.
Conclusion
Our Common Unsubscribe Flow represents a giant leap forward in subscription management, built to empower agencies with more control, speed, and clarity. As this update is now live, we encourage you to explore the new feature in your Billing tab. Your feedback is invaluable to us. Please share your experiences or suggestions at retention@bosseo.com or on our Ideas Board. Together, let’s make Bosseo CRM the ultimate platform for managing your agency’s subscriptions with ease and efficiency.
