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Mockup · Feature Backlog / Billing & Cancellation

💳 Self-service billing — and a cancel flow that actually saves the relationship.

Realtors should manage their own card, plan, credits, and upsells without emailing support. And when someone clicks Cancel, we walk them down a four-step retention ladder — 50% off, $49 lite plan, founder call, then quiet exit — with the offer that fits their reason for leaving.

Wave 1 · 🟡 Now (P0) F-180 · F-181 · F-182 · F-183 · F-184 · F-185 · F-186 Stripe · self-service · retention · credits
Current plan · Sarah Kowalski
Studio Pro
Annual · $1,788 / yr · billed monthly $149
Next charge
$149.00
May 14 · Visa ····4242
Member since
14mo
Feb 2025 · cohort #6
Lifetime
$2,086
14 invoices · $0 refunded
Health
87 / 100
▲ engaged · low churn-risk
💳 Plan + Billing
⚡ Credits7
🛒 Add-ons4
📜 Invoices14
🚪 Cancel

📦 Plan · F-180

change anytime · proration applied
Starter
$49/mo
Solo agents getting started. Fewer credits, full access to AI Studio.
  • 4 project credits / mo
  • 20 Studio post credits
  • 5 Studio video credits
  • Avatar create
  • GBP posting
  • 50 GB Drive
↓ Downgrade
Current
Studio Pro
$149/mo
For producing realtors — full Studio + Avatar + Drive + every channel.
  • 14 project credits / mo
  • 120 Studio post credits
  • 30 Studio video credits
  • 4 Avatar videos / mo
  • GBP posting · unlimited
  • 500 GB Drive
✓ Active plan
↑ Recommended
Studio Team
$349$249/mo
Two agents. Shared Drive, joint approval, team brand profile.
  • 30 project credits / mo
  • 240 Studio post credits
  • 60 Studio video credits
  • 10 Avatar videos / mo
  • 2 brand profiles
  • 1.5 TB Drive
↑ Upgrade · save $100

⚡ Credit buckets · F-1867 separate pools

📋
Project credits · human edits
8 of 14 used · resets May 14
6
+ 5 · $39
✦
Studio post credits · AI
68 of 120 used
52
+ 20 · $19
🎬
Studio video credits · AI
26 of 30 used
4 · low
+ 10 · $24
🎭
Avatar create credits
1 of 1 used · F-070
0
+ 1 · $39
🎬
Avatar video credits
2 of 4 used
2
+ 5 · $44
G
GBP posting credits
unlimited · $0
∞
—
📁
Drive storage
142 of 500 GB used
358 GB
+ 250GB · $9

💳 Payment methodF-180

VISA
Visa ending in 4242
•••• •••• •••• 4242 · 09 / 28
Sarah Kowalski · billing@sarahk.realtor
↻ Update card + Backup
Next charge
$149.00 USD
Studio Pro · May 14, 2026
in 28 days

📜 Invoices14 · all paid

DateDescriptionAmountStatus
Apr 14
Studio Pro · Apr 14 → May 14
$149.00 ⤓ PDF
Apr 02
+10 Studio video credits
$24.00 ⤓ PDF
Mar 14
Studio Pro · Mar 14 → Apr 14
$149.00 ⤓ PDF
Feb 28
SR Tripod Kit · accessory
$84.00 ⤓ PDF
Feb 14
Studio Pro · Feb 14 → Mar 14
$149.00 ⤓ PDF
Cancel flow · F-181 (50% off → $49 lite → support call → cancel)
🚪
Wait — Sarah, before you go.
You've been with us 14 months · 412 pieces of content created · 2.4M views from your account
Step 1 of 4 · 30s
1
Step 1
50% off your plan
$74.50/mo for 3mo · most accept here
2
Step 2
Switch to Lite · $49/mo
Pause production, keep Drive + AI
3
Step 3
15-min founder call
Otto routes if you say yes
4
Step 4
Confirm cancel
Drive frozen 90d · then archived
First offer Step 1 of 4

Stay 3 months at half price.

Same Studio Pro. Same Drive. Same coaching. $74.50 a month for the next 3 months — then it returns to $149. No catch, no annual lock-in. We just want you back to producing before you walk.

Last 30 days
142 posts
your output is up
Earned · sphere
2 deals
tracked from posts
Cohort #6 health
87 / 100
▲ above average
3-month retention offer save $223
Was $149.00 / month
$74.50/mo · 3mo
↓ 50% off · then $149 again
  • Studio Pro stays active
  • All 7 credit pools restocked
  • Cancel anytime in those 3 mo
  • One-time offer · expires 24h

What happens if you decline this offer

→ 02
Switch to Bini Lite · $49 / mo
Drive stays · AI Studio stays · production paused. Most picky-budget cancels accept here. F-181b.
$49 / mo
→ 03
15-min call with Otto Beric
If price isn't the reason · founder call to dig into what's broken. F-181c.
Calendly
→ 04
Confirm cancellation
Plan ends May 14. Drive frozen for 90 days, then archived. Re-activate anytime in 90d to skip onboarding.
Cancel
Tell us why · informs the offer ladder

Before we route you, what's nudging you toward the door?

Pick all that apply — the offer above is tuned to the most common answer (price). Otto will see this if you ask for the call.
✓
💸 Price is too high right now
Half-off resolves this · F-181a
⏸ Slow season · pausing
Lite plan resolves this · F-181b
🤷 Not using it enough
Otto-call surfaces blockers
🐛 Too many bugs
Routes to support · skip ladder
🧰 Switching tools
Otto wants 5 min
🚪 Leaving real estate
Quiet path · skip ladder
🤖 AI quality dropped
Otto-call · product feedback
📅 Other
Free-text · routes to Otto
🧊 Just want to pause
Lite plan · F-181b

If you stay at half-price · here's what next 3 months look like

$223.50 saved · 14 projects + 360 Studio posts + 90 video credits restocked. Drive uninterrupted. Same approver flow, same Otto live calls Saturdays. You'd return to $149 on August 14 — and you can cancel during the 3 months without owing anything.

May 14$74.50
Jun 14$74.50
Jul 14$74.50
Without offer · 3mo$447.00
You'd save$223.50
Why this ladder works
Save-rate at Step 1 (50% off)
0%
▲ industry baseline 22%
Save-rate at Step 2 (Lite)
0%
of remaining cancels
Save-rate Otto call
0%
when realtor accepts call
Net retention lift
0×
vs single-page cancel

Open questions for Trent

Related backlog items

F-180 Self-service billing F-181 Cancellation ladder F-182 Update card on file F-183 Plan up/downgrade F-184 Buy credits / top-ups F-185 Buy upsell add-ons F-186 Visible credit buckets Credits (top-ups in context) Settings (notification prefs)