From Hidden Cost to Action

The Subscription Profitability Bootcamp

Recurring revenue gets expensive in the gaps between systems, teams, vendors, and processes. In this working Bootcamp, you’ll trace one of those gaps, find where the handoff breaks, assess the business impact, and determine what to do next.

Bring one recurring workflow problem.

 

Leave with a clearer workflow, priority measures,
and a 30-day plan.

November 4, 2026 | 12:00–3:00 PM ET | Live Online
Presented by Subscription Insider with CDS Global
FOR RECURRING-REVENUE OPERATIONS

Do your member records cross multiple systems and teams?

The Bootcamp is particularly relevant for magazine and publishing subscriptions, memberships, physical subscription businesses, and other recurring-revenue organizations where the customer relationship does not live in one place.

MAGAZINE & PUBLISHING

The renewal processed correctly, but a change does not reach print fulfillment or digital access cleanly.

MEMBERSHIP

The member paid and the account appears active, but a benefit, entitlement, access right, or fulfillment record never updates.

PHYSICAL SUBSCRIPTIONS

The order processed, but an address, inventory, shipping, or fulfillment exception crosses systems without clear ownership.

The visible problem may appear in one place. The breakdown may have started somewhere else.

You will work alongside the Bootcamp Leaders and other subscription operators to move from “we know this is a problem” to “here is what we need to investigate and do next.”

RESERVE YOUR PLACE

Come ready to work on a real problem.

Bring one recurring operational issue from your business. We’ll provide the structure, tools, and guidance to help you work through it.

By registering, you agree to receive event-related communications and occasional updates from Subscription Insider. Your registration information will also be shared with our co-presenter. You may unsubscribe at any time.

How the Bootcamp Works

Bring the problem. Work it through. Leave with a plan.

We will guide you through a structured process designed to move one recurring operational problem from symptom to action.

01
Choose
Choose the gap
→
02
Map
Follow the handoff end to end
→
03
Diagnose
Find where it breaks
→
04
Measure
Understand your exposure
→
05
Decide
Decide what needs to change
→
06
Act
Build your 30-day plan

The goal is not to solve everything in three hours.

The goal is to leave with a much clearer problem and a credible path toward solving it.

The Working Agenda

 One real operational problem. One Bootcamp focused on solving it.

After you register, you’ll be able to download the Subscription Operations Profitability Health Check to help you identify the recurring workflow or handoff you want to bring to the Bootcamp.

 

Each part of the Bootcamp builds on the last, helping you move from one recurring operating problem to a clearer understanding of what is happening, what matters, and a plan for what to do next.

12:00–12:20
Choose and Frame the Gap

Select the recurring operating issue you want to work on and clarify why it deserves attention now.

 

12:20–1:00
Map the Workflow

Map the systems, teams, vendors, handoffs, exceptions, and ownership involved in the workflow from beginning to end.

1:00–1:35
Measure the Exposure

Use the data you have to examine volume, aging, manual work, repeat contacts, delayed revenue, service impact, or other evidence of the problem.

1:35–1:45
Break
1:45–2:15
Diagnose the Constraint

Determine whether the problem is being driven primarily by process, data, technology, ownership, capacity, exception handling, vendor fragmentation, or a combination of factors.

2:15–2:40
Decide the Response

Evaluate whether the right next move is to improve the process, automate part of it, consolidate systems or vendors, outsource the work, or gather more evidence first.

2:40–3:00
Build Your 30-Day Plan

Define the owners, measures, evidence, stakeholders, and next action needed to move the issue forward after the Bootcamp.

Each working session moves your own operational problem closer to a clear, actionable next step.

Come Prepared to Work

What to bring.

You do not need an extensive project file or a perfectly documented problem. Bring what you already know.

• One recurring operational problem you want to examine
• Your completed or partial Subscription Profitability Health Check
• Any available volume, timing, exception, contact, cost, or service data
• What you know about the teams, systems, and vendors involved
Perfect data is not required.

Part of the work is identifying what you know, what you cannot see yet, and what evidence would help you make a better decision.

Bring it back to the office

What you'll leave with.

You will not leave with another set of webinar notes.

You will leave with working material built around a real issue in your own operation:

âś“ A current-state workflow map
âś“ An identified break point or operating constraint
âś“ One or two measures to baseline
âś“ A directional hypothesis about the business impact
âś“ A clearer view of the owners and stakeholders involved
âś“ A decision direction: improve, automate, consolidate, outsource, or investigate further
âś“ A practical 30-day action plan
 MEET THE BootCamp Leaders

Practical operational experience.

Alycia Simpson, Head of Global Marketing of CDS Global

Alycia Simpson

Global Head of Marketing, CDS Global

Alycia is a revenue and go-to-market leader with experience spanning subscriptions, payments, revenue operations, and growth. With prior leadership roles at Recurly and Butter Payments, she will bring a revenue perspective to where operational friction shows up and what it can mean for recurring revenue performance.

Kathy Greenler Sexton, CEO and Publisher of Subscription Insider

Kathy Greenler Sexton

CEO and Publisher, Subscription Insider

Kathy is a subscription industry executive with deep experience building and growing digital information and recurring-revenue businesses. She brings an operator’s perspective to how strategy, customer experience, and day-to-day business decisions ultimately affect revenue, retention, and profitability.

From Diagnosis to Decision

Finding the break is not the same as knowing how to fix it. 

During the Bootcamp, you will evaluate your problematic operational gap, the evidence, and the operating constraints to determine what deserves further action.

Improve
Fix the way the work moves.

Clarify ownership, redesign the workflow, strengthen controls, or remove unnecessary manual steps.

Automate
Let technology remove avoidable work.

Reduce repetitive work or improve matching, routing, data movement, visibility, and exception handling.

Consolidate
Reduce unnecessary complexity.

Examine whether fewer vendors, systems, handoffs, or operating steps could improve accountability and performance.

Outsource
Decide whether a specialist should own the work.

Consider outside expertise when scale, capacity, complexity, economics, or accountability make internal execution difficult.

Investigate Further
Sometimes the right decision is not to decide yet.

If the evidence is incomplete, identify what you still need to measure, who owns the information, and what would give you enough confidence to choose the next move.

The goal is not to force a solution. It is to make a better-informed operating decision.

Who Should Attend

Come with a problem you actually want to move forward.

This Bootcamp is designed for recurring-revenue leaders who own, influence, or depend on the workflows behind revenue, service, and the customer relationship.

• Subscription and membership operations
• Finance and revenue operations
• Payments, billing, and reconciliation
• Customer experience and service
• Fulfillment and operational leaders
• Technology and digital leaders responsible for connected workflows
You will get the most from this session if:

Your organization is managing a recurring workflow that crosses systems, teams, vendors, or customer channels — and you want a more structured way to understand what is breaking and what to do next.

Reserve Your Place

Bring the problem you keep working around.

Spend three focused hours working through one real operational issue and leave with a clearer path for what to investigate, who to involve, and what to do during the next 30 days.

You'll leave with: your workflow map, priority measures, decision direction, stakeholder path, and 30-day action plan

By registering, you agree to receive event-related communications and occasional updates from Subscription Insider. Your registration information will also be shared with our co-presenter. You may unsubscribe at any time.