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We just got a billing complaint from Brookline Health. Can you pull their account context and draft a reply?
Here is the Brookline Health account context and a draft reply:
Account Summary
- Plan: Enterprise ($48K ARR)
- Health score: 72 (down from 85 last month)
- Open tickets: 3 (this is the 4th in 2 weeks)
- CSM: Rahul
- Last renewal: Jan 2026, next renewal: Jan 2027
This Issue They were charged for 15 additional seats that were added during a trial expansion in March. The trial was supposed to be free. Finance confirmed the charge was $2,250.
Draft Reply:
Hi Sarah, thank you for flagging this. I can confirm the 15 seats added on March 12 were part of your trial expansion and should not have been billed. I have submitted a credit of $2,250 to your account, which will appear on your next invoice. I am also looping in Rahul, your CSM, to make sure this does not recur. Let me know if you need anything else.
Shall I send this, or would you like to adjust the tone?
SUP-4218 · Anchormark
Login redirect loop after SSO update
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We just got a billing complaint from Brookline Health. Can you pull their account context and draft a reply?
Here is the Brookline Health account context and a draft reply:
Account Summary
- Plan: Enterprise ($48K ARR)
- Health score: 72 (down from 85 last month)
- Open tickets: 3 (this is the 4th in 2 weeks)
- CSM: Rahul
- Last renewal: Jan 2026, next renewal: Jan 2027
This Issue They were charged for 15 additional seats that were added during a trial expansion in March. The trial was supposed to be free. Finance confirmed the charge was $2,250.
Draft Reply:
Hi Sarah, thank you for flagging this. I can confirm the 15 seats added on March 12 were part of your trial expansion and should not have been billed. I have submitted a credit of $2,250 to your account, which will appear on your next invoice. I am also looping in Rahul, your CSM, to make sure this does not recur. Let me know if you need anything else.
Shall I send this, or would you like to adjust the tone?
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Lizzy
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Every edited reply, escalation, and resolved theme improves support routing and drafts.