Mobile
Policies
Scenarios
Billing
Miscellaneous
100

The max pay out for the buy out program?

$400 per line, $2000 total

100

deceased customer policy

upon notification of a deceased account holder we will disconnect the account stopping the billing on date of notification.

100

Where should we meet the customer when they come into the store

At the door or half way

100

What to do when a customer wants to change their autopay?

Verify ID, go into IDA interaction home, select eCustomerCare/View Bill. 

Select- navigate on behalf of customer. Find the pen that details auto pay and click on it and hit unenroll. Advise cx of any autopay discount removals will be subject to a $5 increase.

100

Apple Tv Return Policy

Apple TV purchases or financed devices have a 14-day return policy. Device must be return sealed in new condition.

200

Up to how many lines can a mobile customer have

10

200

The buy in full process

A process in which we, bypass the soft credit check in order to get the customer to purchase in full a device less than $500

Only devices under $500.00 can be sold without a credit check when the customer does not qualify to finance a device. Under no circumstances should a device greater than $500.00 be sold to a customer by scanning the IMEI in the search field on the main landing page. A device cannot be sold as a walk-in to a non-customer, all devices must be linked to an Optimum account.

200

Janet comes into the store, David (RSC) says "Whatsup?"

What is the proper greeting and what time frame should he greet in?

"Welcome to Optimum"

"Welcome in to Optimum"

5-10 seconds.

200

What is an RSCs limit for credit adjustment?

$100

200

What does IDA stand for?

Integrated Desktop Application

300

How many devices can a customer finance at one time

5

300

What bills must be marked with a counterfeit pen?

50s and 100s

300

Janet tells David she would like to pay her bill today.

David assists Janet in paying the bill. He tell's her to a great day.

What else should David had done during the interraction?

OFFER

ex)mobile,hsd migration, tv add on, apple tv

300

How many times should you count a customer's cash payment/change?

4x total, 2 and 2

Count the payment from the customer. Leave on the counter. Count the change out of the register, count the change to the customer. Then count the payment into the drawer. 

Provide receipt.

300

The customer has a billing question in regards to a credit they should have received for a service outage.

Where should you look?

Billing inquiry

Adjustment History

House History

Ecustomercare/view bill

400

How does a customer get a trade in credit?

With an eligible trade in device. They must finance a new device. The trade in credit is then disbursed among 36-month billing credits.

400

No cell phones, electronic devices, or earbuds may be worn at any time; cell phones are not permitted in the counter area and may only be used during break times. Only Company-issued pins are allowed. Wallets, iPods, sunglasses, or any other accessories that are deemed non-conducive to a professional business presentation are not permitted

Is part of what policy?

Dress code policy

400

Martin is in the store with Clara (RSC).

Clara has offered mobile and Martin showed slight interest and asked further questions about the service and plans.

What should Clara do?

ASK for the sale!

ex 1) I can help you get started today?

ex 2) Would you like to switch over today?

ex 3) I can set you up an appointment for X.

400

You accidentally put a check payment on an account for $134.56 but reread the check and it is for $135.46. 

What should you do?

Notify your manager for correction.

400

What is CPNI and how can we protect it?

Customer Proprietary Network Information:

exs:

- shredding customer information

- do not share customer card info, ssns, dob outloud


500

How long do we lock devices for?

Devices are locked until 90 after purchase paid in full or finance is 

paid in full after the initial 90 days.

500

"At no time is anyone to physically handle a customer’s credit card or write the number down on paper or into a file"

What policy outlines this?

Taking Payments

500

Martin accepted the sale with Clara. He is trading in his S21FE for the S23FE.

What should be Clara's next step?

TRANSITION to a secondary offer.

Ex 1) accessories

Ex 2) hsd migration

Ex 3) ask for a survey response, store google review OR referral!

500

Lilia came in upset due because her bill is normally $80 and today it is $180. She made her payment over the phone with a number she saw on google.

What could possibly be going on and how do we identify it?

Customer Scam Activity

Verify billing inquiry, adjustment history and e view bill. Credit any returned fees. Assist the cx in changing access code.

$80 last month

$80 this month

$20 returned fee


500

Where can you find gift card tracker

In KDB or KDB customer lookup on the right hand side tool box.

M
e
n
u