HubSpot Subscriptions and Recurring Payments
Every subscription in HubSpot has a plan, amount and renewal date, and the account manager gets a task before renewal.
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- engagementProject
- productRevenue Hub
The problem this solves
Subscription revenue lives in one person’s spreadsheet. Someone remembers a renewal when the customer is already leaving, and a failed payment from an expired card surfaces at month-end close.
How I work
I start with your list of plans and contracts: how often you bill customers, what happens on a mid-term plan change and how multi-year contracts renew. I write down the unusual cases before pricing the project, because that’s where spreadsheets lose money.
In HubSpot, I set up subscriptions tied to the company and deal, with the plan, amount and payment schedule through Stripe. A workflow creates a task for the account manager ahead of the renewal date. I set up plan changes and cancellations so the next payment matches the contract. When a payment fails, HubSpot retries the charge and the account manager gets a task. I train account managers and finance in 1.5-2 hour sessions.
What you get
- Subscriptions tied to the company and deal
- Recurring payment schedules through Stripe
- A task for the account manager before renewal
- Plan change and cancellation handling
- Retries and a task after a failed payment
- A renewal and churn report for account managers and finance
What usually goes with this service 3
HubSpot Quotes and Discount Approvals
Reps build quotes from the deal and price list, larger discounts go for approval, and customers sign and pay right away.
Learn more
HubSpot Payment Links and Invoices
Customers pay by card from a link or an invoice, and payment status shows on the company and deal.
Learn more
HubSpot Product Library and Price List Setup
One price list in HubSpot, with SKUs, prices in each currency and billing types that every quote draws from.
Learn moreLet’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.