Documentation-first consultancy • San Francisco Bay Area
These notes reflect how teams describe the deliverables: fee disclosures, billing-event wording, and policy documentation. Outcomes vary by product maturity, implementation, and customer base—so treat reviews as examples, not promises.
Definitions for fees, billing events, and plan boundaries, written to survive copy edits.
Same meaning across pricing page, checkout, invoice, and refund/cancellation sections.
Language that matches how finance/support actually handle proration, taxes, and renewals.
What you won’t see here
Selection of feedback about docs, matrices, and policy language
San Francisco, CA
Context: pricing page + renewal wording
“Clear, practical guidance on how to present fees and renewals without overpromising. The checklists were immediately usable.”
Oakland, CA
Context: scope boundaries + invoice notes
“The included/not-included table helped us tighten scope and reduce billing disputes. Straightforward and realistic.”
San Jose, CA
Context: support macros + policy language
“Helpful matrices and policies language that reads like a real ops manual. Customers asked fewer repeat questions.”
A simplified way to map “what improved” to “what changed in documentation”. This is not a performance guarantee—only a relationship map to help you plan work.
| Outcome teams aim for | Typical doc change | Where it shows up | Implementation note |
|---|---|---|---|
| Fewer “surprise charge” tickets | Renewal/auto-renew disclosure block + examples | Pricing page, checkout, renewal emails | May require product/ops alignment on timing and notice windows |
| Lower dispute volume | Included/Not included table + scope definitions | Plan cards, help center, SOW language | Needs consistent enforcement by support and sales |
| More self-serve answers | Billing event glossary + “when you’re billed” timelines | FAQ, invoice notes, support macros | Works best when linked directly from receipts and invoices |
| Fewer “why is tax applied?” questions | Tax disclosure section (what you collect vs what you don’t) | Checkout, invoices, policy page | Coordinate with your tax settings and exemptions workflow |
Tip
When you request a review, include 2–3 anonymized examples of real billing questions (from tickets or emails). We use them to validate whether the wording answers the question without requiring back-and-forth.
Use this form to draft an email to [email protected]. We’ll respond during business hours: weekdays 09:00–17:00 (local).
Address
1200 Market St
San Francisco, CA 94102
United States
Hours
Weekdays 09:00–17:00 • Sat: Closed • Sun: Closed
Cookie preferences
We use local storage to remember your cookie choice and basic site preferences (no third-party analytics, no ad pixels).