Blog topic

CRM, sales and payments

The money side of the customer record: click to payout, segmenting by what people did rather than who they are, and what to do when a renewal card fails.

Start at the pillar this topic feeds: the AXL CRM.

Everything in this topic

In the order they publish.

None of these has published yet, so each is a title rather than a link; it becomes a link on the day it goes live.

  1. Where Your Money Actually Goes: Reading an Order From Click to Payout
  2. How to Segment Customers by Behaviour, Not Demographics
  3. Order Bumps vs Upsells vs Cross-Sells: When to Use Each
  4. Subscription Dunning: How to Recover a Failed Renewal
  5. How to Merge Duplicate Contacts Without Losing History
  6. Stripe vs PayPal for Selling Courses: Fees, Payouts, Refunds
  7. Pay-What-You-Want Pricing: When It Actually Makes More Money
  8. “No Revenue Cut”: What That Actually Saves You, With the Math
  9. Kanban Sales Pipelines for Solo Founders: A Setup That Doesn't Rot

One record from first click to final payout.

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