TEAM FACTS
This team member practices makeup, sculpting, and glasswork.
MAX!
This team member has a huge phobia of moths!
NANCY!
What is the first thing you would offer for a short-term financial constraint?
Post-Dated Billing
What should you do: Customer says they want to cancel their service at the end of their agreement.
QA! Improve their experience now so they do not want to cancel later. A cancel request is only if they want to take action to close their account TODAY.
This team member won an art contest in elementary school and got to be on the news!
HAILEY!
This team member had a YouTube channel that had a ROBLOX video with over one million views.
ISAAC!
What is something you can send a customer with product concerns?
Labels / Product Usage Report
How many Cancel Request (PILOT) category tasks and Cancel Request Note Types can we have in one month?
One!
This team member played basketball for 15 years and made the varsity team their freshman year.
AYA!
This team member sang the national anthem for their school.
JENIQUE!
This team member is an accomplished singer, having sung at weddings, funerals, and graduations, even with an orchestra.
NATALIE!
How many of these offers can you combine?
50% Off Their Next Service
One-Month Push
$15 Rate Drop
Two!
In what order should these things show up on the account?
Cancel Request (PILOT) Task
Resolution Note
Cancel Request Note
1. Cancel Request (PILOT)
1. Cancel Request Note
AFTER: Resolution Note
This team member competed nationally for performance poetry.
DESI!
This team member loves to be outside and play softball!
MICHELLE!
List two different features and their benefits!
Granulation, Dewebbing, Powerspraying, Interior, Dusting Cracks, etc.
What note type would you use in Philadelphia if you save a customer and the cancel request note type says:
"Cancel Request - Regular Maintenance"
Save From Cancel - Regular Maintenance
This team member is a master multi-tasker, being able to play video games and crochet at the same time.
JAMIE!
This team member loves to shop for Candles.
NAJEE!
Generally, in what order would we prefer you offer these solutions, and why?
1 Month Push
Rate Drop
One-Time Credit
Reservice
Monthly Billing
2. Reservice
3. One-Time Credit
4. 1 Month Push*
5. Rate Drop
A cancel request came in on 8/29 and we close the account on 9/10. How would you backdate this account?
Backdate each subscription's cancellation date, the cancellation date under admin, and backdate the resolution note to 8/30.