Open that Call
She Basic
Smooth Flow
Close it Up
Miscellaneous Mysterious Members
100

The Reason Category.

What is CALL?

100

The three types of clients TCC represents.

What are health, legal, and financial?
100
What we ask the customer for to locate their account.

What is their email OR last name and zip code.

100

Two pieces we have to change in the close call box before we write our notes.

What are the Reason Code and the Regarding Product?

100

Has a background in HR.

Who is Yoka?

200

The country code for Great Britain.

What is GBR?
200
The two types of brokers.
What are full service and discount brokers?
200

Where we brand 'Banyan Hill' or 'Banyan Hill Publishing' in our call flow.

What is the beginning and end of the call?

200

The pub code for Profits Unlimited.

What is PRL?
200

Has over 24 years of Customer Service and Call Center experience.

Who is Matt?

300

What button we press once we have the customer number in the open call screen.

What is "Customer Portrait?"

300

Two+ things we can never say out loud to a customer.

What are:

1. Full credit card number

2. Password

3. Ticker symbol

300

Required on most calls (that you could get paid extra for!).

What is an upsell?

300

How we start every task note.

What is "Task: Please..."?

300

Has 2 lizards, a cat and a dog.

Who is Aaryonia?

400
Two+ ways we know we have a call open.

What are:

1. Open call is grayed out

2. Close call box is open

3. "Call is open" at the bottom of the screen.

400

The system where you can view your QA scorecards.

What is Verint?

400

Timeframe for updating/changing an email address.

What is 48 hours?

400

The first 3 pieces required for complete close call notes.

What are:

1. Why the customer called

2. What the customer called about (pub code)

3. What you did for the customer

400

A former educator that enjoys axe throwing.

Who is Michael?

500

Another name for Cross-Sell Path.

What is DNIS?

500
"I'll send a message to my specialist, and they will get back to you within 24-48 business hours."

What is a TASK?

500

Required on every call to show we are paying attention and care about the customer's issue.

What is saying, "I'd be happy to assist you!"?

500

We enter this for the Subject line when closing our call.

What is NOTHING?

500

The editor/guru of Profits Unlimited.

Who is Paul Mampilly?