...

This document is a placeholder and needs details added, so apologies if this leaves anyone wanting for more info. Please comment if you feel steps are missing or any info is vague.

ShelterBuddy Offboarding

Accounting & Financial

• Send an update to accounting to send a final invoice

With Product & Engineering

• Set a dedicated date where service will stop. This is their churn date and will be used below. Make sure it’s consistent across all properties.

• Create a Jira ticket to cut the site off at that date

• If a customer needs a data export, create a Jira ticket for this.

Hubspot

Company

• Update Company Lead Status: Open

• Update Shelter Management Software to reflect they’re no longer using us.

Deal

• Find their current Deal and change Deal End Date to their last day of service.

• If they are in the middle of an existing service period, create a renewal Deal.

  • Deal Type: Existing Business.

  • Deal Stage: Closed Lost.

  • Close Date: Churn date (above)

  • Do not include Deal Start Date and Deal End Date.

Adopets offboarding

Same as above, but no accounting is needed.

...

When updating their Company, their Pet Listing Software field needs updated, not Shelter Management

...

Offboarding Steps

Note: We can automate this, but I fear that’ll create as many errors as it automates tasks.

...