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.
Send an update to accounting to send a final invoice
Set a dedicated date where service will stop
Create a Jira ticket to cut the site off at that date
Update Hubspot Lead Status: Open
Find their current Deal and change Deal End Date to accurately reflect their service ending.