Ops coordinators: prevent premature paid subscriptions after trials

Operations coordinators miss free-trial flags, risking premature charges and refund work. A delayed follow-up notifies ops to verify accounts before converting trials, preventing erroneous billing.

Overview

Operations teams risk accidental charges and time-consuming refunds when trial signups convert too soon. This workflow routes trial signups into a delayed verification process so ops can confirm account status before creating paid subscriptions, preventing erroneous billing and cutting down manual rework.

Notable Features

Flag free-trial signups for review
Delay follow-up notification for verification
Create subscription task after approval