Close kit
Who pays — trial, pay link, or call
Decision card: agency trial, clinic pay link, or Book a Call when depth is messy.
Close packaging
The packaging problem
The clinic feels the wasted ad spend. The agency often operated the account — and used to eat the SaaS bill. That mismatch kills closes.
Crisper list is Recovery $297/mo, Growth $597, Scale $1,497. Who funds Stripe should match who feels the blind spend. Who keeps the Clerk org should match who operates the sites.
Three live paths
| Path | Who pays | Who operates | When to use |
|---|---|---|---|
| Start 7-day trial | Card on file (agency or clinic) | Whoever owns the signup org | Path clear; first eligible site/org; card required |
| Client pay link | Clinic / brand pays Stripe via /pay/{token} | Agency keeps the org and runs sites | Preferred agency packaging after close |
| Book a Call | Decided on the call | Usually agency-operated | Depth messy, resets piled, owner needs diagnosis first |
Decision card
| If… | Then… |
|---|---|
| Restriction depth is named and site one is in scope | Trial or pay link — do not invent delay |
| Agency must keep multi-site org control | Client pay link so clinic funds, agency operates |
| Owner cannot speak Events Manager yet | Forward restriction explainer + Book a Call |
| Appeals-only hope is stalling spend decisions | Appeals prep as Plan B; recovery as Plan A |
| Agency leadership needs roster math | Agency one-pager |
Owner-safe pay-link story
Your agency keeps running the account. You fund Recovery on a secure Stripe link so the people who feel the wasted ads also fund the fix. Nobody is asking the agency to quietly eat another software bill to protect the retainer.
Longer version: pay-link story.
What not to argue about
- Coupon theater as the close — quote list.
- Formal guarantee — not live; do not claim.
- “Configured” as success — use measure recovery.
Do not say
- Agency must always pay out of pocket — pay link exists for a reason
- Fake forever discounts — quote list
- Trial as the only path when depth is unknown — Book a Call diagnoses first
Next step
Start Recovery when the path is clear. Book a Call when restriction depth is messy. Agencies: send the client pay link so the clinic funds Stripe while you keep the org.