Automated Subscription Management & Customer Service Monitoring

This project involved creating a comprehensive automation platform to manage subscriptions, monitor customer service health to help generate insightful reports. By integrating various tools and APIs, this solution significantly improved efficiency, customer focus, and reporting capabilities.

Automated Subscription Onboarding: Established automated workflows to streamline Monday CRM data for subscription creation and enrichment with relevant data from HubSpot, Apollo API, and ProfitWell.

Dynamic Customer Service Health Scoring: Implemented daily health score calculations based on various factors like payment status, support interactions, and engagement levels. This score enabled the team to prioritize at-risk customers for immediate attention.

Renewal Management: Automated subscription renewal updates in Monday CRM, ensuring accurate customer information and proactive communication.

Affiliate Tracking and Reporting: Captured affiliate sales of trial subscriptions and user upgrades, storing data in Monday CRM and Google Sheets for detailed sales attribution reporting.

Subscription Reporting and Notifications: Streamlined reporting of monthly, quarterly, and yearly subscription purchases across relevant Slack channels, providing real-time sales insights.

Charge Refund Tracking: Automated reporting of Stripe charge refunds in both Monday CRM and Google Sheets, maintaining relevant business events.

Complex Workflow Design & Automation: Successfully built intricate workflows involving multiple APIs and platforms for streamlined data management.

Customer Health Management System Development: Designed and implemented a dynamic customer service health management system based on relevant customer data points, enabling proactive customer support.

Data Integration and Analysis: Demonstrated skill in integrating diverse systems to help the team extract valuable insights for improved decision-making.

Reporting and Data Visualization: Efficiently generated notifications through Slack and sent data to Google Sheets, providing clear and actionable insights.