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Failed-payment & payment-plan recovery

Every failed card and missed instalment is caught, followed up and tracked — without anyone checking Stripe.

Describe your project How it works

01The problem

Sound familiar?

Stripe retries the card a few times and sends an email most buyers ignore. Your CRM still says “active”, the closer never hears about it, and the gap only shows up when someone reconciles at the end of the month.

  • We find out a payment failed when the student emails asking why they lost access.
  • Payment plans quietly stop after month two and nobody chases them.
  • Our closer would happily make the call — if anyone told her.
TodayFound weeks later, chased by hand
  1. Stripe Card declines
  2. Inbox Generic retry email Ignored
  3. Someone Notices at month-end Delay
  4. Spreadsheet Chase list by hand Manual

02How the system works

What happens, step by step.

With the systemCaught in minutes, followed up automatically
  1. Stripe Card declines
  2. Recovery service Matches buyer, offer & plan
  3. SMS + email Secure update-card link
  4. CRM Closer task if still unpaid
  5. Dashboard Recovered vs at risk
  1. 01

    Listen

    Stripe notifies the system the moment a charge or instalment fails — webhooks, not a nightly export.

  2. 02

    Match

    It finds the buyer in your CRM and works out which offer and payment plan the charge belongs to, and how much is at stake.

  3. 03

    Nudge

    The buyer gets a short SMS and email with a secure link to update their card. You approve the wording and the timing.

  4. 04

    Escalate

    Still unpaid after the grace period you choose? A task lands with the right closer or success rep, with the context to make the call.

  5. 05

    Track

    A simple dashboard shows failed, recovered and at-risk revenue by offer, so month-end reconciliation takes minutes.

03What you get

Deliverables

  1. Failed-charge and missed-instalment detection across your Stripe products
  2. Buyer-facing SMS and email sequence with an update-card link (copy drafted, you approve it)
  3. CRM updates: tags, pipeline stage and a task for the right person
  4. Optional: pause and restore course or community access automatically
  5. Recovery dashboard — failed, recovered and at risk, by offer
  6. Written spec, handover document and walkthrough video

04Timeline & price

What it typically takes

Typical price$1,500–$3,000, fixed before we start
Timeline1–2 weeks from kickoff
Not sure yet?Start with the $750 Systems Audit — credited in full toward the build
After launchOptional care plan from $400/month
Expected effectEvery failed payment gets a response within minutes instead of at month-end, and the weekly chasing session goes away. Recovered revenue depends on your offer and buyers — we estimate it from your own Stripe data before you commit.

Works with: Stripe, GoHighLevel, Keap, HubSpot, Kajabi, ThriveCart, SamCart, Twilio, Slack — and most tools with an API.

Other builds

$2,500–$5,000 · 2–3 weeksSales-team command dashboard$1,500–$3,000 · 1–2 weeksSpeed-to-lead routing$2,000–$4,000 · 1–3 weeksStudent & client onboarding automation$3,000–$6,000 + care plan · 2–3 weeksMigration rescue

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Want this in your business?

Tell us how it works today and what you’d like to change. We reply within one business day and send a fixed-price proposal within 48 hours of our call.

Describe your project Email hello@tacticsunit.com
  • ReplyWithin one business day
  • ProposalFixed price, within 48h
  • BuildsFrom $1,500
  • OwnershipYours, fully