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Acceptance spec — ChurchWiseAI three-plan pricing (2026-09)

Status: APPROVED decisions (founder, 2026-09-24) · entitlement mapping + trial guardrails PENDING founder confirmation Owner: founder · QA lead: Claude (Chief of Staff session, 2026-09-24) Source review: https://claude.ai/artifact/TW2CdwCYXbh4CmLqViGr7c

Why​

Zero self-serve conversions. /pricing showed 19 prices, setup fees, a USD/CAD toggle, contradictory bundle prices, and /onboard displayed "then $0.00/mo". Voice, the most differentiated product, had no trial.

Founder decisions (final)​

PlanMonthlyAnnualWhat the church gets
Website$29$290Pro Website with the chat assistant built in
Phone$79$790AI answers the church phone + chat widget for the church's existing site
Complete$99$990Phone + chat + Pro Website
  • No setup fees on any plan.
  • 14-day free trial on every plan, including Phone.
  • Same numerals in both currencies: US visitors are charged USD, Canadian visitors CAD. No currency toggle on the site. Checkout, receipts and invoices always state the currency (legal requirement; not hidden).
  • Existing paying churches keep their current plan keys, prices and entitlements. Nothing about their billing changes.
  • ChurchWiseAI Google Ads test (CA$10/day) starts only after this ships and is verified live.
  • Out of scope, unchanged: SermonWise ($19.95), PewSearch Premium, ITW, ShareWiseAI, and all vertical brands (Funeral, Vet, Agency, Realtor).

Expected output (the customer's view)​

  1. /pricing shows exactly three plan cards, each with one monthly price, a monthly/annual switch, "14-day free trial" and "No setup fee". No currency toggle. No other plan prices appear anywhere on the page, FAQ, or structured data.
  2. A US visitor sees $29 / $79 / $99; a Canadian visitor sees the same numerals. Checkout (Stripe) shows USD or CAD respectively, and the amount matches the card.
  3. Every "Start free trial" button lands on /onboard with the correct plan preselected, and the trial line reads "Free for 14 days, then $/mo" with the real price — never $0.00, never a different number than the card.
  4. Completing a trial checkout creates a subscription with a 14-day trial and no setup-fee line item, in the visitor's currency.
  5. A Phone or Complete trial provisions a working church phone line; cancelling during the trial releases it (guardrails below).
  6. The chatbot and voice agent quote the new prices (product_knowledge updated and validated).
  7. No customer-facing page, email or doc on churchwiseai.com quotes an old CWA price or a setup fee.
  8. Existing subscribers' dashboards, billing pages and entitlements are unchanged.

Entitlements and trial guardrails (founder, 2026-09-24, "Simple package")​

  • New canonical plan keys: cwa_website, cwa_phone, cwa_complete (+ _annual). Existing keys are untouched (grandfathering).
  • Feature level (founder, 2026-09-24): all three plans get today's Pro feature set and Pro chat limits (FAQ management, document upload, analytics, widget customization, training simulator, integrations incl. Planning Center). Suite-only extras (custom agents, API access, remove badge, marketplace, unlimited docs) are not included.
  • Website: Pro Website + full chat assistant (today's cwa_pro_website entitlement shape, custom domain included with no setup fee).
  • Phone: voice line + the same full chat assistant as Website. No narrower chat widget.
  • Complete: voice + chat + Pro Website.
  • Phone/Complete call allowance: 300 calls/month. Going over alerts the founder (founder_action_items + SMS pattern). It NEVER cuts off a caller.
  • Phone trial: 150 phone minutes over the 14 days. At the cap, calls still connect, the church is prompted to convert and the founder is alerted. A caller is never cut off mid-call.
  • Automatic card legitimacy check before a trial line is provisioned (Radar/CVC/ZIP/country), replacing the manual post-hoc check.
  • Trial line (Telnyx number + per-customer LiveKit trunk/dispatch rule, never shared trunk ST_Xa3Bp9aixRFP) released the day after a trial is cancelled or fails to convert. Paying-customer cancellations keep the existing 30-day hold.
  • Block repeat trials by card fingerprint / email.

Cost check (2026-09-24, real voice_call_logs, last 120 days): the busiest paying line had 162 calls / 259 min in September (1.6 min average), ≈ $27/mo at current per-minute rates. $79 breaks even around 480 calls/month.

Verification (Definition of Done)​

  • Unit/contract tests for price display, plan-key normalization, trial and no-setup-fee checkout params, grandfathered keys.
  • Playwright on the deployed preview AND production host: US and CA geo, desktop and mobile, reduced-motion; the three cards visible (opacity sampled at 2 timepoints); each CTA → /onboard price matches → Stripe test-mode checkout shows correct currency and trial.
  • Registry critical-path specs for checkout/signup pass with artifacts.
  • Independent QA sign-off from a session that did not author the change; paying-customer surfaces smoked within 15 minutes of production deploy.