The Migration Playbook/Act IV · The Decision
Act IV · The Decision

Build it, or buy it

Six chapters, ten minutes. The method is settled; what is left is who runs it. This act makes the case for buying rather than building — which holds for any competent vendor — and then makes ours: what working with us looks like, what stays yours regardless, the questions your team will ask, what the rail is worth once the campaign closes, and the ladder from a sixty-second audit to a migrated book.

Audit
Pilot
Migrate
Compound
Recurr

Get the one-page summary, written for your role.

Chapter 12

Build vs buy

Capability is not the question. The question is what you would be choosing not to build — and it is the same question whoever you buy from.
Figure 9The same migration, two ways to get it

Build it

Time to first wave

Two to three quarters, most of it spent learning what this document already contains.

Who owns it

No natural owner — not product, not growth, not platform.

What you learn

Your own mistakes, on your own book, at full price.

What happens after

The project closes, but eligibility keeps arriving. Maintained by whoever is left, or not at all.

Cost shape

Salaried, fixed, and payable whether the base migrates or not.

Buy it

Time to first wave

Weeks. The method arrives already argued.

Who owns it

A team whose only job is this, accountable to your gates.

What you learn

What has already been paid for elsewhere.

What happens after

Each quarter’s newly eligible cohorts run on the same gates. Stop whenever you like — the rail was yours throughout.

Cost shape

Indexed to what actually migrates.

The right-hand column describes any competent vendor, not only us. The comparison that matters is the calendar: at the reference book the stores take roughly $21K a week while you decide.

It is a campaign, not a project

The first pass moves the book that is ready today. It does not move the subscriber who was dormant in March and re-engaged in June, the cohort that had two months of tenure and now has nine, or the at-risk profile that has since settled. Eligibility keeps arriving, and the subscribers who declined are worth a considered second approach on a later renewal — not a resend. A project ships once and closes; this needs an owner in the second year and the third.

Your subscribers are not a staging dataset

Billing is revenue-critical infrastructure. A v1 mistake here is not a bug ticket — it is churn, disputes, and trust that does not A/B back. Everything in Acts II and III exists because those mistakes have already been made and paid for somewhere else.

A migration has no natural owner

It is not product, not growth, not platform — which is why in-house versions ship late and get maintained by whoever drew the short straw. For anyone who does this as their whole job, the playbook is the roadmap.

The calendar is the biggest line item

At the reference book, the stores take roughly $21K a week — funded or not, decided or not. An in-house build is quarters before wave one; a pilot is weeks. Compare the calendar before comparing the cost, because the delay is paid in store fees either way.

Chapter 13

Working with us

You approve the decisions. We run the workflow.
Figure 10The operating cadence, and who does what
You approve the cohort
We run the wave
Signals meet the gates
Scale, pause or adjust

Your team

Approvals

Cohorts, messaging, offer framing, and the stakeholder sign-offs already gathered before signature.

Access

Read access to your subscriber and billing data, a review of the entitlement path, and brand approval on the surfaces. It is a review, not a build — no branch, no release, no roadmap slot.

Policy

Support and cancellation rules — your policy, applied by our scripts. Existing lifecycle, paywall, recovery and winback campaigns are paused or made state-aware before the first send, so a migrating subscriber never receives a store-billing message.

Recurr

Operations

We draft the messaging, cadence and surfaces in your brand for your approval, then run the sends, the checkout path, the billing transition, the monitoring and the reporting.

The model

Cohort selection, timing, offer design, and the gate thresholds — proposed with reasoning, never applied unilaterally.

Accountability

One named owner for a program that touches billing, product, support and finance at once.

No wave sends without your approval on that wave. The gates are agreed numbers, not our judgement calls.

Two surfaces carry it. Before signature, a Migration Hub — an async room where finance, technical, product, support and legal each see the same program from their own angle, and approve their own part without every stakeholder joining every call. Finance gets the model assumptions, the eligible base, the fee basis and the cash-flow timing in one place rather than as spreadsheet archaeology.

After signature the room becomes a Migration Dashboard: onboarding, cohort status, gate readings, billing health and support signal, live. The sales conversation ends; the operating record starts. Both are role-aware, so bringing in a new stakeholder does not mean handing them the controls.

Chapter 14

What stays yours

A migration off app-store lock-in should not create a second one.

The rail is yours from the first wave, not handed over when the program ends. That is a structural choice, and it is what bounds your exposure to us.

Figure 11What you own, and what we operate

Yours, from the first wave

The rail

Your Stripe account. You own it before the first wave and after the last one.

The subscribers

Your customer records, subscriptions and payment history, in your account.

The surfaces

Your domain, your sender identity, your branded checkout and billing pages.

The entitlements

Your access model and entitlement provider, untouched.

The record

Data exports and the full reporting history of every wave.

Operated by us

Our operations

The decisioning, the migration and ascension workflows, and the lifecycle motions.

Our reporting

Cohort reporting and day-to-day program operations.

Only the right-hand column depends on us. Stop working with us and billing continues — the migrated book keeps renewing on rails that were always yours.

Chapter 15

The questions

Seven questions every serious evaluation asks, answered straight. Then six to settle before any migration.
Won’t this churn subscribers?
Some of them, if you emailed everyone — which is exactly why the campaign does not. Dormant cohorts stay untouched, and for those who are emailed the matched holdout isolates induced attrition with floors that pause the wave. At the reference book, about 8.2% of the entire base would have to cancel because of the campaign before year-one recovery was erased.
Doesn’t our SDK vendor already do this?
They do something complementary. An SDK opens a web rail for new subscribers at signup. Migration is an operational campaign on the book you already have — cohort modelling, matched holdouts, billing transitions, support choreography. One is an integration, the other is a program.
Is this against store policy?
No. The entire path runs outside the app, which Apple 3.1.3(b) and Google Play permit directly. Every policy move of the last few years has widened this lane, not narrowed it — and because nothing in the app changed, stopping is a decision rather than a project.
Do we take on the tax problem?
You do, and it is worth pricing honestly. On store billing the platforms are merchant of record. On your own rail you are seller of record: registration where thresholds trip, collection, filings, disputes. Modern tooling has commoditised the ops and the lines are knowable up front, though someone has to watch the threshold map as web revenue grows, market by market. Or the program runs on a managed merchant-of-record rail instead, trading a slice of margin for zero tax ownership.
What happens to support load?
It rises around each wave — billing questions, receipts, the occasional double-subscription catch. That is why support load is one of the four gates: measured per cohort, with scripts and macros in your team’s hands before the first send.
What if the pilot says no?
Then the gates said no and the program stops there — that is the design working, not failing. You keep the measured migration rate, the churn delta against your own holdout, and a clear answer on whether your base moves. The migration fee applies only to confirmed successful moves.
Who holds our subscriber data?
At audit, aggregate metrics only — counts and revenue, never personal subscriber data. In the program, data is processed under a DPA with standard contractual clauses, encrypted in transit and at rest, with named sub-processors and deletion on exit. Your Stripe account, your customer records, from day one.

And six to settle before you launch a migration

Who models what each market nets?

Who keeps localisation scope from growing?

Who decides the payment methods?

Who re-bases the analytics?

Who owns wave-week support?

Whose job is the monthly reconciliation?

Chapter 16

What the rail is worth afterwards

The migration finishes in ten weeks. The rail it leaves behind is permanent.

Everything up to here describes a finite campaign: waves fire, cohorts clear, the work closes. That is true of the campaign and false of what it leaves behind. Three things outlast it.

Lifecycle motions become yours. Dunning, winbacks, plan changes and price moves stop being fixed store behaviour and become decisions you set and measure. A price change no longer waits on a store review; a failed payment runs a recovery sequence you set rather than a retry schedule you cannot see.

Acquisition stops paying a toll on its first renewal. Every new subscriber you route to your own checkout arrives on the reclaimed margin from day one, which changes what you can afford to pay to acquire them.

Migration itself never really finishes. The base you could not touch in wave one does not stay untouchable: dormant subscribers re-engage, new store cohorts build tenure, at-risk profiles settle. Each quarter a fresh slice matures into eligibility, and the same cohorting and gates that ran the first campaign run the next one at a fraction of the effort. The book migrates continuously rather than once.

None of that is a reason to migrate. It is the reason the decision is bigger than a project — you are choosing where the billing relationship lives, and that choice keeps paying after the campaign closes.

Chapter 17

The ladder

Audit, pilot, migrate. Every step earns the next.

Two of the three are priced, and not in the same shape. One ends; the other is what you are left holding.

Nostos

One-time program

The migration itself — cohorting, waves, gates, the billing transition, the surfaces and the support choreography. Kairos runs inside it at no separate charge. It ends when the book is home.

Oikos

Standing platform

The rail afterwards: your branded surfaces, the lifecycle motions, and the decisioning that keeps reading each subscriber.

Figure 12Five stages, each ending in a go/no-go
01

Audit

60 secfree

Your store fees and held float, on your ARR and fee mix.

02

Migration Hub

your pace

Async stakeholder review and approvals, per chapter 13. Kickoff windows are held here.

03

Pilot

2 weeksfrom $5,000

Live migration rate, churn delta against the holdout, billing health.

04

Migrate

10 weeks5% of migrated payments

Cohort by cohort, each wave released by your approval — four weeks on the optional ramp.

05

Compound

ongoing2% after year one

The rail is yours; each quarter’s newly eligible cohorts migrate on the same gates.

When you could start

A reserved kickoff window, not a queue. Availability shows in your Migration Hub before you sign; a window can be held while stakeholders review, and pilot payment converts it to a booked date. Held windows expire rather than sit — capacity is small and deliberately so.

How long it runs

Two weeks from kickoff to the pilot’s go/no-go, then ten weeks for the migration itself — or four on an optional ramp, where healthy cohorts earn a faster cadence. That holds at any book size because the waves are proportional, not fixed: the first is 10% of the addressable base, and each one after is sized by what the gates read. A gate breach pauses a wave rather than the program, so the schedule is a plan the gates can overrule. Subscribers who did not move are re-approached in quarterly waves after that.

Every commitment rests on what the previous stage proved. There is no stage that asks you to believe a number this document produced.
Figure 13What each stage costs

Audit

Free. Sixty seconds, no call, no data beyond ARR and fee mix.

Migration Hub

Free. Everything in writing, for review in your own time.

Pilot

From $5,000, sized to the book. Credited in full against migration fees.

Migration Nostos

5% of each payment a migrated subscriber makes in their first twelve months of web billing, then it retires. Billed monthly as you collect it.

The rail afterwards Oikos

Included for a migrated subscriber’s first year on web. After that, 2% of successful payments on the connected web book.

Nothing is billed on a subscriber who stays on store billing — that revenue is yours alone. Payment processing is separate, and depends on your own agreement with the rail. Full terms, gate definitions and the security posture live in the documentation.
Your next step

You have read the method. The last thing missing is your own numbers — sixty seconds, and the audit opens with them loaded.