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Add cohort trial payers to payment tracking sheet

You can't reconcile trial payments when users who clicked pay are scattered across analytics. This captures cohort members into a payment tracking sheet for same-day outreach.

Add cohort trial payers to payment tracking sheet

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Overview

When trial users who clicked pay aren’t surfaced, billing and revenue teams miss collection opportunities and reconciliation stalls. This flow pulls that cohort into a single payment tracking sheet so billing staff can prioritize outreach and resolve charges the same day.

Add cohort trial payers to payment tracking sheet