Failed Payment Recovery Sequence
A done-for-you SaaS automation built for the Billing Operations Manager, connecting Mailchimp and Stripe so the work below happens on its own.
What this automation does, step by step
When a subscription payment fails, this automation automatically retries the charge on a set schedule, typically at 1, 3, and 7 days, and emails the customer a direct link to update their card each time.
Account access is only paused after multiple failed attempts and clear advance warning, not on the first declined charge.
Revenue that used to quietly disappear to an expired card no one noticed gets recovered automatically instead of requiring a manual dunning process.
- Stripe
- Zapier or Make.com
- Mailchimp or email
- A CRM for at-risk account tracking
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual approach means a billing operations manager handles each case reactively, after someone has already noticed something went wrong. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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