MAMaya AlvarezOpen · 12 min · mybusiness.example.com
SUMMARY
Maya asked whether she could upgrade her plan to include client invoicing before her next billing cycle. Eto confirmed her subscription from her account, explained the upgrade path, and the conversation was handed to an agent to apply a loyalty discount.
KEY POINTS
- Identified customer on the Starter plan, renewing on the 14th
- Wants invoicing and recurring billing added this month
- Eto suggested the Billing add-on and shared the setup guide
NEXT STEP
Send Maya the annual upgrade link with the loyalty discount applied.