08/26/2026
We have too much technology now, from CRMs to workflows and automations, for a business to still surprise people with a charge on their card. If you sell anything recurring, there is no real reason you can't send a heads up before the renewal hits. Seven days out, three days out, whatever makes sense for your customer. That's not advanced, that's a trigger and an email.
And I get it, customers have some responsibility here too. If you sign up for a subscription, you should know it's recurring and keep track of it. I'm not letting anyone off the hook for that... including myself, lol.
However, you're the one who built the fulfillment system. You're the one who knows exactly when that charge is coming. So if your customer gets blindsided and asks for a refund, that's not just them forgetting, that's your system failing to do the one thing it was built to do.
Here's the part nobody wants to talk about... that reminder isn't just a courtesy, it's money. It cuts down refund requests before they happen, and it gives you a clean, honest moment to mention an upgrade or another product, right when they're already thinking about what they're paying for.
Everybody loves to talk about how much they're making. Almost nobody talks about what they're quietly losing because a simple reminder never got built.
You don't need new software for this. You need to actually use what you've already got.
This is the kind of thing I look for when I clean up someone's backend. Not the flashy stuff, the quiet leaks.