Open that Call!
The Reason you should use by default.
What is "Other/Non Call"?
The reason why you would use WEB
What is the order is not in the system?
The two fields you fill out before you write your notes in the close call box.
What are "Reason Code" and "Regarding Product?"
A specific thing you need to say at the beginning and end of the call flow.
The most common call reason.
What are cancel calls?
What you do after you get the customer's email address.
What you start every task note with.
What is "Task: Please..."
What you need in your close call notes if you process a refund.
What is the refund amount?
When is after you help the customer/before you summarize the call?
The Oxford Club owning/billing orgs.
What are 299, 300, 301 and 302?
An appropriate empathy statement
The 3 steps to sending a task.
What are...
1. Paste your nates
2. Select the Reason
3. Delete your name
What you do before you say goodbye to the customer.
What is summarize the call/ask if there is anything else you can do to help?
What you can say if a customer asks for financial advice
The Banyan Hill phone number to give someone who calls the Oxford Club line.
What is 866-584-4096?
The screen you go to after Customer Portrait.
What is Customer Activity?
The way you phrase a task to a customer.
What is, "I'm going to send a message to my specialist, and they'll get back to you through email within 24-48 business hours."
The script when saying goodbye to a customer.
What you should ask a customer who is calling in to cancel a subscription.
What is ask for the cancel reason?
The client with billing org 650.
What is Northstar Nutritionals?
Allows you to switch between opening a call automatically and opening a call manually.
What is the Enable checkbox?
The button in your close call box you use to add a task.
What is "Add Note/Task"
The 6 pieces of information needed in your close call box.
What are...
1. Why
2. What about
3. What you did
4. Upsell offered/outcome
5. If didn't offer upsell, why
6. Initials
Elements of 'white glove' customer service.
What are walking a customer through the website/offering to email special reports?
The refund timeframe for check refunds.
What is 4-6 weeks?