Checklist PDF
Subscription gateway selection checklist
Forty-two questions we work through with clients before recommending a primary gateway. Use it to pressure-test a vendor short-list of your own.
12 pages Request the file →
Resources
Working materials we share with the practice.
A small set of templates and reference documents that we use inside engagements. Each download is a real artefact, not a marketing brochure dressed as a resource. Forms below are illustrative; ask the desk and we will send the file directly.
Reference PDF
Decline reason taxonomy
A plain-language map from card network decline codes to the operational responses that tend to recover the most subscribers without burning trust.
18 pages Request the file →
Template Markdown bundle
Migration runbook template
The skeleton runbook we tailor for each gateway migration programme. Includes pre-cutover gates, on-call roles, and a rollback decision tree.
38 pages Request the file →
Reference CSV + PDF
Payment analytics data dictionary
The shared vocabulary we install at the start of every analytics setup engagement, so finance and product teams stop arguing about what "active subscription" means.
Length on request Request the file →
Template DOCX
Dunning copy starter pack
Editorial templates for the first three retry emails and one in-app notice. Written in plain English, ready to localise.
6 pages Request the file →