Billing Cancellation Checklist
SEO Cancellation
- Check if they’ve met their 3 month obligation
- If so, and they are hosting with us send client the SEO Cancellation (hosting) (Drive > GM > Financial > Email Drafts > SEO Cancellation (hosting)
- Change payment amount to $27/month
- Update Website & Payment information sheet (“hosted sites” tab) with client’s new payment profile ID (Drive > General > Website & Payment Information)
- If they’ve met 3 month obligation but aren’t hosting, send SEO Cancellation (non-hosting) (Drive > GM > Financial > Email Drafts > SEO Cancellation (non-hosting)
- If they are also a Google Ads client, maintenance payment needs to be changed to full price.
Hosting Cancellation
- If BWM cancels hosting, send BWM cancelling hosting email (Drive > GM > Financial > Email Drafts > BWM Cancelling hosting)
- If client cancels, send Client cancelled Hosting email (Drive > GM > Financial > Email Drafts > Client Cancelling hosting)
- Update Website & Payment information sheet (“hosted sites” tab) and remove client’s site information
Google Ads Cancellation