When a customer churns and no longer wants to use our software, here’s what we need to do.

This document is a placeholder and needs details added, so apologies if this leaves anyone wanting for more info.

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

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

Hubspot

Company

• Update Hubspot Lead Status: Open

Deal

• Find their current Deal and change Deal End Date to accurately reflect their service ending.