Whiteboard - Subscription Management

Subscription Cancellation/Pause Request

This form should take less than 5 minutes to complete
- Please select an option for your Whiteboard Subscription.*
  
  Pause - I need to suspend usage and billing of my Whiteboard subscription for a brief periodCancel - Please do not renew my Whiteboard subscription for future billing
- Name of the person completing this form*
  
  First NameLast Name
- Please provide your email address*
  example@example.com
- Please provide your four digit Whiteboard Account Number.*
  You can find your account number by logging into Whiteboard and opening the three line menu which is located at the top right corner of the page.
- Are you the Whiteboard Account Owner?*
  
  YesNo
- If you are not the account holder we may contact that individual for final confirmation of account pause/cancellation.
- Please provide the name of the Whiteboard Account holder*
  
  First NameLast Name
- Circumstances in this industry can quickly change for a multitude of reasons. At Whiteboard strives to be flexible to our customers needs, we can pause your Whiteboard Account, meaning we will freeze your Whiteboard account, removing access to your team but also pausing billing.
  - You can pause your account for up to three months.
  - Please allow 1 business days for processing.
  - The Support Team will process your request and notify you by email when it's complete.
  - Your Office environment, including data, custom campaigns, any texting number(s) will be left intact and but will be turned off
  - No communication will come out of Whiteboard during the paused period.
  At the end of the paused period your subscription will be reactivated and your Whiteboard Office, including all Campaigns will be turned back on!
  
  Thank you for providing us the opportunity to serve you.
- How many months do you need to pause your subscription for?
  You will be contacted via email before your account reactivates at the end of your paused period.
- In order to help our organization better design processes/solutions would you share with us the reason you need to pause your account?
- We regret losing you as a business partner. However, our team will work to make the cancellation process simple and efficient for you.
  - Please allow 1 business days for processing
  - The Support Team will process your request and notify you by email when it's complete
  - Your Office environment, including data, custom campaigns, and any texting number(s) will be left intact for six months after your cancellation date. At the six month mark everything will be permanently deleted.
  - For additional cancellation details please review our Terms of Use Agreement
  Thank you for providing us the opportunity to serve you.
- Do you need to receive Excel files of your stored Mortgage and Partner data?
  
  Yes - please email me those filesNo - I used the export tool to retrieve those files myself
- What email address do we need to send your Mortgage/Partners files to?
  example@example.com
- Why are we losing your business? We utilize this feedback to drive future product improvements.*
  
  I am moving over to Daily AI!Missing a must have feature (There is space to expand on the feature(s) below)My parent company provides a paid for CRM.Never got off the ground using the product on a regular basis.Missing a must have integration/connection with another software I use.Automated campaign content was not a fit for my brand.I did not receive the level of Customer Support that I was told to expect.The CRM was too expensive compared to similar software.
- Thank you for your honest feedback. Would you please provide us the name of the software you needed us to connect with and what that software does for your organization.
  Our Product Team will use this data to prioritize our integrations list, and the order in which we build new connection points.
- Is there any additional feedback you would like to provide us? Areas of improvement? Features you required from our product?
  At Whiteboard client feedback is more important to drive product, process, culture, and behavior changes. We appreciate you sharing this information with us as it will be actively used to improve our organization.
- Please verify that you are human*
- Should be Empty:

Subscription Cancellation/Pause Request