Introduction

In this detailed overview, we explore the essential steps to connect your Stripe account, pull subscription products, and customize your pricing plans effectively.

Whether you're a new user or looking to refine your existing setup, this guide provides clear instructions, practical examples, and key considerations to optimize your subscription offerings.

By understanding the structure and calculation methods, you can tailor plans that suit your business needs, ensuring clarity for your customers and profitability for your enterprise.

Connecting Your Stripe Account and Pulling Subscription Products

Step-by-Step Process

• Connect Your Stripe Account
  To synchronize your products, first connect your Stripe account via your platform's web-enabled settings. This connection allows seamless integration and management of your subscription products.

• Access White Label Settings
  Navigate to the White Label Settings section within your platform dashboard.

• Select Plans and Features
  Within this section, go to Plans and Features. Here, you will see your existing plans, including default options like the Business Plan.

• Choose a Non-Free Plan
  Select any plan that is not free (e.g., the Business Plan). This ensures you can access the subscription product data.

• Manage Stripe Products
  Under Stripe Building, you can delete existing products if needed. Once your Stripe account is correctly connected, you should see an option to pull all subscription products from your Stripe account.

• Verify Product Synchronization
  If products are available in Stripe, they will appear here. If no products exist, the list may be empty. Ensure your Stripe account has active subscription products to display.

Key Point

Proper connection and synchronization enable you to manage your subscription products efficiently, avoiding manual entry errors and ensuring consistency across platforms.

Deciding and Customizing Your Pricing Plans

Default Pricing Structure

• Starting Point
  The base plan begins at $10 per month for a workspace that includes:

  • 1 Bot

  • 1,000 Bot Users

  • Members (default number varies, often starting at 1)

• Building Blocks of Plans
  Plans are built around three core variables:

  • Number of Bots

  • Number of Bot Users

  • Number of Members

Example Plans

Calculating Costs for Custom Plans

Variables and Add-Ons

• Base Cost
  Starts at $10/month for 1 workspace, 1 bot, 1,000 bot users, and 1 member.

• Add-Ons
  Additional features are charged separately:

  • Extra Bots

    • Cost: $5/month per 1,000 bots

    • Example: For 10,000 bots, cost = $30/month (since 10,000 bots = 10 units of 1,000 bots)

  • Extra Members

    • Cost: $5/month per member

    • Example: For 5 members, cost = $25/month

Cost Calculation Examples

Example 1: Pro Plan

• Features:

  • 1 Bot

  • 10,000 Bot Users

  • 5 Members

• Calculation:

  • Base: $10

  • Bot Users: $30 (for 10,000 bots)

  • Members: $25 (for 5 members)

  • Total: $10 + $30 + $25 = $65/month

Example 2: Expert Plan

• Features:

  • 4 Bots

  • 10,000 Bot Users

  • 10 Members

• Calculation:

  • Base: $10

  • Additional Bots: $20 (for 4 bots, 4 x $5)

  • Bot Users: $30

  • Members: $50 (for 10 members, 10 x $5)

  • Total: $10 + $20 + $30 + $50 = $110/month

Note: These calculations are approximate; actual costs depend on your specific plan variables.

Customizing and Submitting Your Plans

Step-by-Step

1. Define Your Plan Variables
   Decide on the number of bots, bot users, and members for each plan.

2. Calculate the Cost
   Use the base price and add the costs for extra bots and members based on your variables.

3. Create a Plan Name
   Assign a clear, descriptive name (e.g., Pro Plan, Enterprise Plan).

4. Send Plan Details to Support

   • Compose an email with the plan name and details:

     • Number of Bots

     • Number of Bot Users

     • Number of Members

   • Send this information to: [email protected]

5. Await Manual Setup
   The support team will manually add your plan within one business day.

Important Tips

• Consistency: Ensure your plan details are accurate to avoid discrepancies.

• Clarity: Use clear plan names and descriptions for your customers.

• Flexibility: Adjust variables as your business scales or diversifies.

Practical Tips for Effective Plan Management

• Start with a Standardized Base
  Use the $10/month starting point as your foundation.

• Use Modular Calculations
  Break down costs into components for easy adjustments.

• Monitor Usage and Feedback
  Regularly review plan performance and customer feedback to refine your offerings.

• Communicate Clearly
  Make sure your customers understand what each plan includes and the associated costs.

• Leverage Support
  Don’t hesitate to contact support for plan setup or adjustments.

Summary Table: Key Points at a Glance

Final Thoughts

Creating tailored subscription plans is a strategic process that balances customer needs with business profitability. By understanding the core variables—bots, bot users, and members—and how to calculate associated costs, you can design flexible, scalable plans. Proper synchronization with Stripe ensures seamless product management, while clear communication with support streamlines plan deployment. Regular review and adjustment of your plans will help you stay competitive and meet evolving customer demands.