Greeting
Hold pace
Request Verification
100

How often should we be greeting our callers?

Every call.

100

What are some examples on when we should place the customer on hold?

During a transfer, if we need additional time to research, etc.

100

When should we be requesting verification on a call?

Every call. 

200
Provide an example of how you greet  a caller?

Team will judge.

200

How long should we place a customer on hold before checking in?

2 minutes.

200

What is the first piece on information we should verify?

Name of the caller.

300

How should we be addressing the caller?

By name. 

300

After how long is a hold then considered call avoidance?

10 minutes.
300

What should we ask if we are not speaking to the DM of the store?

Ask the call what their relation is to the dm.

400

Provide an example of how we should be asking for assistance?

  • After the merchant provides their name, “Thank you for that, how can I help you today?”

400

What additional step should we be doing if approval is received to place the customer on hold for longer than 2 minutes?

Include it in the case comments of the support case.

400

At what point in the call should verification be done?

Before any information is provided, after the greeting. 

500

Name 3 things a greeting should include when answering a call?

  • Agent’s name

  • Team name

  • Doordash

  • An offer of assistance

500

How long should we hold for a merchant before disconnecting the line and calling back?

5 minutes.

500

When should we ask for additional verification?

 First-time activation, updates to banking information, commission rates, and/or temp-deactivating the store