6-month Premium Plan Recipe
Make 6-month Premium Plan Recipe in just 30m. Get the full recipe with step-by-step instructions at pekinthechef.com.
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Ingredients
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Plan Basics
Features Included
Add-ons (optional)
Pricing
Method
Purchase & Provisioning
Purchase
Customer selects the 6-Month Premium Plan, confirms desired seat count and any optional add-ons, and completes payment upfront for the 6-month term. Update 'Billing cadence' to 'upfront' and calculate 'Total due' by adding base price, taxes, and subtracting any discounts.
Account Setup
Assign a dedicated account manager and provision seats. For each seat purchased, create user accounts, set permissions, and send invitations. Enable 'Advanced analytics', 'Unlimited projects', and 'Data export capability' in the tenant settings.
Onboarding
Schedule the included onboarding session within the first 2 weeks of activation. The account manager runs the session, covering platform basics, analytics overview, and integration options. Record session date in the customer record.
Support & SLAs
Enable priority email routing for the customer so their tickets are flagged and routed to the premium queue. Configure weekly check-in calls: account manager schedules recurring 30–60 minute calls during the term.
SLA Configuration
Set the customer's SLA to respond within 4 hours for priority issues. Document escalation paths and contact points in the support portal and share with the customer during onboarding.
Integrations & Custom Work
Custom Integration Hours
Allocate the included 10 hours of custom integration work to the customer's project. Project manager scopes tasks, assigns developer hours, and tracks usage. If additional hours are requested, change 'Extra custom integration hours' add-on and invoice accordingly.
Implementation
Develop and test integrations in a staging environment. After customer acceptance testing, deploy to production and confirm integration performance. Log completed hours against the customer's allocation.
Add-ons Management
Adding Seats or Services
When the customer requests additional seats, update the 'Additional seats' quantity, provision new user accounts, and invoice pro-rated charges if mid-term. For on-site training or extra integration hours, update the respective add-on quantities and schedule the services.
Renewal & Offboarding
Renewal Outreach
Begin renewal discussions 30–60 days before the 6-month term ends. Review usage, outstanding integration hours, and support needs to propose renewal options or upgrades.
Offboarding
If the customer chooses to end the plan, perform data export, revoke access per the 'Data export capability', and schedule a final offboarding call. Ensure all outstanding invoices are settled and document closure.