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• 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.

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• 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.

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