Start a New Subscription for a Returning Customer 💳

Steps to Start a New Subscription for a Returning Customer:

1. Access Customer Profile:
   • Navigate to the customer’s profile in HubSpot.
   • Scroll to the bottom left to find the custom property “Stripe Customer Profile”.
   • Triple-click the link and drag it to the browser to open the Stripe customer profile.
   • If no link is available, search for the customer by name or email in Stripe.
2. Update Payment Method:
   • Ensure the payment method is updated and set as the default.
   • If not, update the payment method to avoid processing issues.
3. Check for Outstanding Invoices:
   • Verify there are no outstanding invoices marked as void or draft.
   • If any exist, investigate and reconcile any overdue amounts.
4. Create New Subscription:
   • Navigate to the “Subscriptions” section in Stripe.
   • Click the plus icon to create a new subscription.
   • Select the correct product (e.g., “Grow Plan”) from the dropdown.
   • Ensure you choose the most recent subscription type and pricing.
   • If discussed with the customer, modify the pricing (e.g., from $399 to $299).
   • Select the number of free trial days (typically zero).
5. Process Initial Payment:
   • If applicable, charge a separate initial payment for the setup (e.g., $1000 for the first month).
   • Modify the amount if a discount applies.
6. Confirm Subscription:
   • Select “Create Subscription” and confirm the details as needed.