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12/6 Meeting

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View 12 of View 2 of Topics 12

Name

Topic

Notes

Resolution/Action

Resolved?

Existing Members: Customer Actions & Expected Behavior

Members Past Commitment Window - Pause / Un-Pause Scenario - can we assume that customer success will:

Keep a record of what memberships are paused and when they should be reactivated?

When reactivating will manually reconfigure the schedule to ensure the member is put back on the correct test schedule?

Communicate in writing the 90 day un-pause policy?

Members Within Commitment Window

I thought we were getting rid of the cancellation fee? This is based on the conversation with Melanie earlier this week?

Downgrades from membership to supplement only - how should this be represented visually in the application

⁠

? I see three options:

Continue to display the member's current membership state

Display the member's future supplements only state (but preserve access to membership features)

Continue to display the member's current membership state + some indicator somewhere that they will be switched over in the future?

Pull Forward Orders

Existing Customer

Pull existing customer 4 day

Active member

Any customer with 30 day order cadence in the first renewal (pre April 5th)

Remove any one who complained about excess supplements.

Deadline: 12/14 for the pull forward

By EOD,

@Brandon Smith

⁠

to pull down that list

Need to kill as this will pull forward issues for unbunlding

Migration of Customers from Clear to Colored Vitality

Talked to Nick about this and we are targetting to do this shift at the start of January

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