Recurring Revenue Billing Migration and Dunning Recovery Sprint (10-14 days)
A fixed-scope engagement that moves a client's recurring billing onto a chosen subscription platform, wires dunning and tax handling, and hands back a documented revenue engine the agency can operate on retainer. Time: 10-14 days.
By InnovaAI ResearchPublished
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Recurring Revenue Billing Migration and Dunning Recovery Sprint (10-14 days)
A fixed-scope engagement that moves a client's recurring billing onto a chosen subscription platform, wires dunning and tax handling, and hands back a documented revenue engine the agency can operate on retainer.
- Signed access to the client's payment gateway and accounting ledger, plus a read-only export of the last 12 months of subscription and invoice history. A named client owner for pricing and tax decisions who can approve plan changes inside 48 hours. Written inventory of every active plan, coupon, trial, and grandfathered price in the current stack. Confirmation of which entity is merchant of record today and which will be after migration.
- 1.Export active plans, coupons, trials, and grandfathered prices from the current billing system
- 2.Map every payment gateway and accounting integration in use
- 3.Confirm the client's tax exposure by country and whether merchant-of-record handling is required
- 1.Score candidate platforms against pricing model support, tax handling, and migration tooling
- 2.Document lock-in exposure for each shortlisted platform, including data export formats
- 3.Present a single recommendation with a rollback path
- 1.Rebuild plan catalog, including tiered and usage-based variants where the client sells them
- 2.Configure proration rules and trial-to-paid conversion logic
- 3.Set up tax profiles and invoice numbering to match the client's accounting requirements
- 1.Connect the chosen gateway and run a sandbox transaction for each plan type
- 2.Test refunds, partial credits, and failed-payment retries end to end
- 3.Verify webhook delivery into the client's CRM and accounting ledger
- 1.Migrate a 10 percent sample of live subscribers and reconcile balances against the legacy export
- 2.Flag mismatched renewal dates, currency codes, and discount carryovers
- 3.Fix reconciliation gaps before the full cutover
- 1.Run the full subscriber migration in a maintenance window
- 2.Reconcile total active subscriptions, MRR, and outstanding invoices line by line
- 3.Freeze legacy billing writes and redirect new signups to the new platform
- 1.Configure dunning sequences with retry timing and card-update prompts
- 2.Build recovery email and in-app messaging templates for failed payments
- 3.Set churn and involuntary-churn thresholds that trigger an alert to the delivery team
- 1.Build a revenue dashboard covering MRR, failed-payment recovery rate, and refund volume
- 2.Connect the dashboard to the client's reporting stack so numbers refresh without manual exports
- 3.Document the metric definitions so client and agency read the same figures
- 1.Run a parallel billing cycle in test mode and compare output to the legacy system
- 2.Stress-test edge cases: mid-cycle upgrades, currency switches, and expired cards
- 3.Log every defect with an owner and a fix date
- 1.Close remaining defects and re-run the affected test cases
- 2.Train the client's finance contact on refunds, credits, and plan changes
- 3.Hand over the runbook and the escalation path for billing incidents
- 1.Publish the post-migration reconciliation report with before-and-after MRR
- 2.Agree the retainer scope for ongoing dunning tuning and plan changes
- 3.Schedule the 30-day review to measure recovery rate against baseline
Billing failures are measurable in dollars, so agencies can price against recovered revenue rather than hours. A single dunning sequence that recovers even a modest share of failed payments often covers the setup fee within one quarter, and the migration leaves the agency as the operator of the client's recurring revenue engine, which converts a project into a multi-year retainer. Platform fees are passed through to the client, so the agency margin sits in configuration, reconciliation, and ongoing tuning rather than resale.
- A reconciled subscriber migration report with before-and-after MRR and a line-by-line variance log. A configured dunning and payment-recovery sequence with documented retry timing and messaging templates. A live revenue dashboard covering MRR, involuntary churn, and refund volume. A billing operations runbook covering plan changes, refunds, tax profiles, and incident escalation. A written platform lock-in assessment with data export and exit procedures.
Every active subscriber is billing on the chosen platform with reconciled balances, dunning is live and firing on failed payments, and the client's finance owner has signed off on the runbook and dashboard.