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ARC-OPS-001: Membership Billing & Access

Owner: Ryan • Status: Active v1 • Last Updated: 2026-05-15

Purpose

Collect payment, grant correct membership access fast, and prevent non-paying users from keeping access.

Tools
Security Rule (Non-Negotiable)
Pricing + Trial Model (Current)
Procedure
  1. Create Mintbird trial intake flow (application + fit screening) with no upfront payment.
  2. For approved applicants, grant 2-week trial access and apply CRM tag arc_trial_active.
  3. Set trial day-10 and day-13 reminders for conversion conversation and decision.
  4. If accepted after trial, send paid checkout link (monthly/quarterly/annual) from Mintbird.
  5. Verify Mintbird is connected to Stripe for payment collection.
  6. Connect Mintbird purchase events to Global Control automation (success + failure events).
  7. On successful payment, replace trial tag with arc_member and trigger onboarding workflow.
  8. Send welcome email with start-here link, Telegram invite, and next call details.
  9. Grant CourseSprout access within 15 minutes of payment confirmation.
  10. If payment fails/cancels, remove paid access tags and trigger failed-payment follow-up.
  11. Reconcile Mintbird/Stripe transactions vs CRM once daily (active subscribers and mismatches).
QA Checklist
Escalation

If payment succeeds but access is missing for more than 30 minutes, escalate to Ryan immediately and manually grant access first, then fix automation.