Credits sold, credits shipped, revenue recognized correctly, every time.

A Series B health technology company sells prepaid test kit credits to B2B partners on a tiered pricing model, with partners ordering through a custom dashboard and kits drop-shipped to end customers. Closing customers and tracking the contract-to-revenue lifecycle was entirely manual, and it needed to work with a dashboard the company had built entirely in-house.

"I would love to have an automated way of closing customers, and I would love to see if you can somehow integrate with our dashboard because it's all kind of built by us."

1. 1Contract signed: HelloSign completion triggers the workflow, a Stripe invoice generates with tier pricing, HubSpot moves to Pending Payment
2. 2Payment confirmed: Stripe webhook triggers Closed Won, credits initialize in the partner dashboard, onboarding auto-schedules
3. 3Onboarding and design: asset upload links go out, the design team is notified via Slack, approved kit designs are sent to the 3PL
4. 4Live and shipping: orders decrement the credit balance, usage-based reorder alerts fire on a 3-month rolling average, reorder invoices are pre-filled
5. 5Revenue recognition: credits sold but unshipped sit in deferred revenue, credits shipped move to recognized revenue, and monthly journal entries post in QuickBooks

Revenue recognition follows the physical event, shipment, not the sale, with a credit-by-credit log the controller can hand to an auditor without translation.