Plans and Client Billing

Plans are how you turn the CRM into recurring revenue. You define your own tiers, set their prices, choose which features each one includes, and publish a checkout link. When somebody buys, their account is provisioned with the feature set you sold them.

Payments run through your own Stripe account. There is no revenue share and no per-account fee.

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Overview#

A plan is a product you sell. It carries:

• A monthly price and an annual price
• An optional free trial length
• An optional setup fee
• The features that tier unlocks
• Its own Stripe product and prices

Plans live at the agency level, because they are your commercial offer rather than a per-client setting.

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Creating a Plan#

1. Go to Plans in the agency admin area.
2. Click New Plan and give it a name and description. This is what the buyer reads, so write it for them.
3. Set the monthly and annual price, and the currency.
4. Add a trial length and a setup fee if you use them.
5. Choose the features this tier includes.
6. Save.

You can reorder plans so they present in the order you want a buyer to read them, which is usually cheapest first.

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Choosing What Each Tier Includes#

Each plan carries the set of features it enables. This is what makes a ladder worth climbing: a Starter tier that genuinely does less than Pro is a reason to upgrade, where the same product at two prices is not.

Decide the ladder before you set the prices. The usual mistake is pricing three tiers and then working out what separates them.

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Selling a Plan#

Every plan has a public checkout link. Copy it from the plan and use it wherever you sell:

• In a proposal
• Behind a Buy button on your website
• In an email or an ad

The buyer lands on a checkout that collects their business details and their card. When the payment succeeds, their account is provisioned with that plan's feature set. You are not manually creating an account, copying settings across and chasing an invoice afterwards.

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What Happens After Someone Buys#

A paid plan can start the rest of the work on its own:

• Fire a workflow. Use the plan-purchased trigger to send the welcome sequence, alert your team, or book the kickoff call.
• Create the onboarding checklist. Apply a task template set so the first week of work is already on the board, and repeat it on every renewal for anything you do monthly.

Set both of these up once and every future sale runs the same way.

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Upgrades and Downgrades#

Plan changes are checked before they are allowed, and they take effect at the end of the billing period rather than immediately. Nobody receives a surprise prorated charge halfway through a month.

This is deliberate. Mid-cycle proration is one of the most common reasons a client emails to argue about an invoice.

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Keeping Old Prices for Old Clients#

A plan can carry previous Stripe products and prices alongside its current ones. That means raising your rates does not move the clients who signed up under the old ones.

Payments that do not match a price the plan knows about raise an alert rather than being quietly accepted, so a stale link cannot keep selling last year's price without you finding out.

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Retiring a Plan#

Archive it. Clients already on that plan keep working exactly as before, and the plan stops being offered to new buyers. You can bring an archived plan back later if you change your mind.

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Common Questions#

Does Seedly take a percentage? No. Payments run through your own Stripe account. There is no revenue share and no per-account fee.

Can I bill annually? Yes. A plan carries both a monthly and an annual price, and the buyer chooses at checkout.

Can two clients be on different plans? Yes. Each client's account carries its own plan and the feature set that goes with it.

What if a payment fails? Renewals and failed-payment chasing run against your Stripe account in the normal way.

Do I have to use the public link? No. A subscription created another way still counts as that plan, including the task checklist that fires when a plan is paid.