The technical migration took a fortnight. Deciding what to tell subscribers, and when, took longer and mattered more.
## Confirm token portability before anything else
If stored payment credentials cannot move, you are not migrating — you are asking every subscriber to re-enter a card, and you will lose a meaningful share of them. Establish this in writing with both providers before committing to a date.
## Tell subscribers what changes for them
Two notices before, one at cutover, one after, each naming exactly what changes: next charge date, delivery date, and how to skip. We stopped explaining the platform and started explaining consequences, and the support volume halved.
## Reconcile for six weeks
Compare expected charges, successful charges and shipments weekly against the pre-migration baseline. Silent failures in the first cycles are the real risk, and they only show up in reconciliation rather than in dashboards.
Where this applies
- Shopify
- Email Marketing
Work with Verdehouse
This playbook comes from the work Verdehouse does. See what they offer, the results they can evidence, and how to start a conversation.
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