Recurring Revenue Stack Audit (Onboarding)

Recurring Revenue Stack Audit (Onboarding)

1. 01

   Map the client's current billing and subscription tools against their pricing models

   Identify which platforms handle invoicing, payment collection, and tax compliance. For example, a client using WHMCS for hosting automation may need different treatment than one using Chargebee for tiered SaaS pricing.

2. 02

   Review contract terms and renewal dates for each billing platform

   Document lock-in periods, cancellation fees, and data export options. This informs whether migration is feasible within the client's budget and timeline.

3. 03

   Assess tax and compliance handling for each market the client operates in

   For cross-border clients, verify whether the platform acts as Merchant of Record (like Paddle) or requires the client to manage VAT/sales tax themselves. Note any gaps in nexus coverage.

4. 04

   Evaluate integration depth with the client's CRM, accounting, and payment gateways

   Check if the billing tool syncs invoices to QuickBooks or Xero, and whether payment failures trigger dunning emails. Shallow integrations create manual reconciliation work for your delivery team.

5. 05

   Test the client's self-service portal and customer-facing billing experience

   Log in as a test customer to verify invoice clarity, payment method updates, and subscription changes. A confusing portal increases churn and support tickets, which directly impacts retainer profitability.

6. 06

   Document data ownership and export capabilities for every platform in use

   Confirm you can extract customer, invoice, and transaction history in a portable format. This protects the client if they decide to switch providers later, and it protects your agency from being blamed for data hostage situations.

7. 07

   Flag any platform that lacks white-label or multi-tenant capabilities if the client resells services

   Agencies managing client portfolios need tools like CloudBlue or Cloudmore that support reseller ecosystems. If the client plans to white-label billing, verify the platform allows custom branding and sub-account management.