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11/2 Meeting

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Name

Topic

Notes

Resolution/Action

Resolved?

Claims for the Website

Can we add the following claims on our website?

Manufactured in the US

FDA Registered Facility

GMP-Certified Facility

UL Certified Facility

Note: We discussed the first two bullets with Asa our regulatory person who approved it.

Example

here

⁠

Put all the certificates and what COA information on the Help Center

Product unbundling: Membership cancellation policies

Policy goals:

Incentivize member retention

Deliver strong satisfaction to both retained and churned customers

Avoid bad actors exploiting membership policies to get TallyAge tests at a lower price

Discussion points:

Membership cancellation:

Downgrade into supplement-only tier at any time if higher price is than membership w/o cancellation fee

Downgrade into supplement-only tier after 3 months of membership if price is lower than membership w/o cancellation fee

1 month cancellation fee until X months, then no cancellation fee

1 month cancellation fee until 3 months, then small cancellation fee until 12 months

Can pause for X months

Supplement cancellation:

Cancel at any time, cancellation effective within 3 days of subsequent scheduled order

Can pause for 3 months

Automation:

Get approval to automate once new polices are validated with customers

Aligned on polices

Matt to integrate in brief, get Melanie’s approval

Cancellation Survey Regroup

https://docs.google.com/document/d/1893u4lP1Q9zTW_QC8sQD5D7LRg7U24Ke8VrPO3X_9UY/edit

Without cancellation policy automation:

Email address should be collected at first step

Without cancellation fee > soft inclusion in cancellation confirmation email

With fee > soft inclusion in cancellation response, and cancellation confirmation email

With cancellation policy automation:

Automate downgrade workflows & retention incentives within automatic cancellation policies

Ensure compliance with automatic renewal laws in California and other states

Get customer responses to cancellation survey within cancellation flow

Align on updated survey requirements

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