Call Flow
What should be the script when placing orders?
TCC-OXF
What is the other term for promo code?
Priority code
T or F. We do not need to verify the billing/shipping details a second time on the sales call on the manage shipping section in ADV.
T.
This book can be offered when member is interested in dividends and they are ordering BRK for the 1st time.
Get Rich with Dividends
How much will be the upsell incentive per IU LiveStream order placed using the upsell promo code.
$10.00 per IU LiveStream order placed using the upsell promo code.
What information should be verified with the caller for sales call?
Full Name
A customer is unable to locate their promotion code but wants to receive The New King of LNG report. What promotion code could be used?
COXFYA00
T or F. We can select XOPS on the cancel service reason field when cancelling the LT subs for a new order to downgrade to a lower term.
F. Select the appropriate cancel service reason. XOPS is for cancelling subs on BSTAT or any cancellation requiring task submission for misc. refund.
What book can be offered if member is purchasing the Communique for the first time and wants to know more about mutual funds?
The Gone Fishing Portfolio
How much is the incentive for VIP Transfer Upsell?
1% of total net sale
Modified T or F. We can use the no code if the customer can't provide the priority code.
F. Ask the cust where they heard about the offer and direct the customer to their priority code.
What promo code will you use if a member calls in and they do not have access to their renewal offer promotion code for The Oxford Income Letter?
QBRKY600
What information is required when adding a new account in ADV?
Give an example of a valid sales lead for transfer to VIP services team?
Customer has the majority of the services from either Alex Green or Marc Lichtenfeld - editor bundle or OXC CC.
Mem has several active backend services – OXC CC
Customer has been renewing the same backend over and over on an annual basis - upgrade to LT
What is the criteria to qualify for incentives on successful save?
Ambassadors must perform a MOD-SAV on each publication saved in order to receive credit.
What should be included in the order summary?
What promo code will you use if a Chairman's Circle member is asking about Investment U Livestream March 27th – 29th 2023?
C299Z200
Modified T or F. We need to enter DC on member type field to proceed when placing an order for the Director's Circle.
F. Member status should be set to A then hit OK.
What upsell code will you use if you're able to sell the customer a renewal or higher level (ex. Lifetime) of a subscription they already had or were purchasing.
1 EXTN – Upsold an additional term/year
What form will you use for sales prospects and sales follow-up calls only.
VIP Sales Lead Form
What is the sales closing script?
"Let me be the first to welcome you to xx.
"You will receive your confirmation email within 24 hours, as well as an email with your username and link to set up your password.
"To give you access to your paid material right away, I can also give you a generic temporary login to use until you receive that email. I will also email you with that information, and links to your special reports. You can expect that email within 10-15 minutes."
What promo code will you use if the customer accepted 2 yr option for $79 (no AR) for The Oxford Communique?
UOXFY600
How do you add a 2nd item for upsell / cross-sell after placing the initial order for a subscription?
Manage Order section > Plus sign > enter promo code > choose item price and continue
Modified T or F. Use 1 EXTN when you're able to sell an additional subscription.
F. 1 UPSL – upsold additional product
Create a sample note for a customer inquiring about pricing for The Chairman's Circle.
Custcalled to inquire pricing for OXC-CC upgrade. Transferred to VIP Aaron. No upsell, transfer call. CPXXX