Engagement
Account & Plan Switch Audit
A structured review of how customers move between account types and pricing plans, with findings you can act on in the next billing cycle.
Who it is for
Product, retention, and billing leads at subscription or membership apps who need a clear read on why people change accounts or plans.
Result
A written switch map, ranked drivers of account and plan changes, and a short set of recommended interventions tied to your actual events and plan catalogue.
Scope
Covers account upgrades, downgrades, lateral plan moves, multi-account switches, and voluntary cancellations that begin as plan changes. Does not include full product redesign or live A/B experiment operation.
What is included
- Intake workshop with your product and billing stakeholders
- Event and plan catalogue walkthrough
- Cohort framing for switchers vs. stayers over an agreed window
- Driver ranking with evidence notes from your instrumentation
- Prioritised intervention list with effort and risk notes
- Half-day readout with questions answered live
What is excluded
- Building or hosting analytics software for your team
- Ongoing dashboard maintenance after the engagement
- Legal advice on contract or pricing regulation
How the audit runs
- Scope call — confirm account and plan definitions, data access, and the decision the audit must support
- Evidence pull — review events, plan metadata, and a sample of switch journeys
- Analysis — map switch paths, timing, and likely drivers
- Readout — present findings and agree next experiments or policy changes
Preparation
Provide a current plan catalogue, event definitions for account and plan changes, and a named contact who can clarify billing rules.
Constraints
Work quality depends on event fidelity. If switch events are missing or renamed frequently, we start with a readiness check and may recommend instrumentation fixes before deep analysis.
Next step
Request an audit scope call so we can confirm whether your account and plan events are ready for review.