Ten capabilities that make a recurring AI service work
Billing sets the schedule. Tiers decide the access. Limits protect the margin. Onboarding, the portal and the analytics dashboard keep members and merchants looking at the same picture. Here is what each one actually does.
Monthly and annual plans that renew on their own, with no billing logic for you to build or maintain.
Membership handles the full billing cycle behind a plan: the first charge, every renewal after it, proration when a member moves between tiers mid-cycle, trial periods, discount codes and the receipt that follows each payment.
Monthly and annual intervals on the same tier
Proration applied automatically on upgrade and downgrade
Free and paid trials, plus discount codes
Receipts and invoice history for every charge
Tiered access
Two tiers or ten, each carrying its own entitlements, enforced by the platform rather than by trust.
A tier is a set of rules about what a member can reach. Attach services, resources, seat counts and usage allowances to each one, and Membership checks entitlement every time a member tries to use something.
Unlimited tiers on Growth and above
Entitlements per service, resource and seat
Public, invite-only and hidden tiers
Instant access changes when a plan changes
Member-only resources
Keep prompt libraries, fine-tuned models, templates, datasets and documentation behind the tier that pays for them.
Publish a resource once, choose which tiers can see it, and Membership does the rest. Non-members see a locked state that names the tier they need instead of a dead end, which turns your back catalogue into an ongoing reason to stay subscribed.
Gate files, links, model access and written content
Locked states that name the tier required
Add to the library monthly without re-selling it
Download and access limits per tier
Onboarding and education
Guided first-run paths that get a new member to a useful result before the first renewal comes around.
Build a sequence of steps, lessons and checklists that a new member works through in their first days. Progress is tracked per member, so you can see exactly where people stall and fix that step instead of guessing.
Step-by-step onboarding paths per tier
Lessons, checklists and getting-started tasks
Per-member progress tracking
Prompts to finish setup, sent at the right moment
Usage controls and limits
Request, generation, seat and credit ceilings per tier, so AI delivery cost never outruns the plan price.
Set what a tier includes and decide what happens at the ceiling: a soft warning that keeps service running, a hard cap that stops it, or metered overage that bills the difference. Members see their own usage throughout, so the limit is never a surprise.
Ceilings on requests, generations, credits and seats
Soft warnings, hard caps or metered overage
Rolling or calendar-aligned usage periods
Usage visible to the member, not just to you
Payment management
Card updates, automatic retries, dunning notices and invoice history, handled without a support ticket.
Failed payments are the quietest form of churn. Membership retries a declined card on a schedule, emails the member with a direct link to fix it, and keeps access decisions in your hands while it does.
Members update their own payment method
Scheduled retries after a declined charge
Dunning emails with a one-click update link
Grace periods you control before access changes
Analytics dashboard
Membership metrics rather than order counts: active members, recurring revenue, upgrades, usage and churn.
An order dashboard tells you what sold. A membership dashboard tells you who is staying. See recurring revenue and its movement, cohort retention by signup month, usage against limits per tier, and the reasons members give when they cancel.
Active members and recurring revenue over time
Cohort retention by signup month
Upgrades, downgrades, pauses and cancellations
Usage against limits, broken down by tier
Customer portal
One place where members see their tier, usage, invoices and resources, and change their plan without emailing you.
The portal is where the value of a membership stays visible between renewals. Members see what their tier includes, how much of it they have used this period, every invoice they have paid, and every resource they can reach right now.
Current tier, entitlements and usage this period
Full invoice and payment history
Self-serve plan changes and payment updates
Direct access to every unlocked resource
Plan changes and pauses
Upgrade, downgrade, pause and resume, with proration handled and access adjusted the moment it happens.
A member who can pause is a member you can win back. Let people move between tiers or hold a plan for a set period instead of cancelling, and keep their history, resources and settings waiting when they return.
Self-serve upgrade and downgrade with proration
Pause for a fixed period instead of cancelling
Cancellation flow that offers the alternatives first
Member history preserved through every change
Member communications
Renewal reminders, limit warnings, welcome sequences and win-back messages tied to what a member is actually doing.
Messages triggered by behaviour rather than a calendar: a nudge when usage stalls in week one, a heads-up before a limit is reached, a renewal reminder before the charge lands, and a win-back to members whose plan lapsed.
Welcome and activation sequences per tier
Warnings before a usage ceiling is reached
Renewal and upcoming-charge notices
Win-back messages for lapsed members
See these features set up around your own AI services
Book a working call and we will map what you sell today onto tiers, entitlements and usage limits, then show you the member portal your customers would get.
