Memberships
What are all the memberships we offer (excluding Advantage)
RB, RA, RI, RE, PT, PR, PA
When creating a Centah lead, what should be on the problem COMMENT of your ticket
CENTAH
How do you classify a booked appointment in OB?
Sale
What is the FIRST thing you need to do when you receive an email in inbound?
Go find it in the inbox and categorize it with your name.
Which memberships do we never enter from scratch?
RI's and PT's
How long is an RA membership?
How long is a PA membership?
10 years
When creating a new membership for Ask For Plus, what description would you use to find fake equipment
MEM
How would you classify a call in OB if the cx's voicemail isn't set up or full?
No Answer
If you leave a VM
Do we need to ask COVID questions in OB?
YES
If a customer has a pending PT that they renewed online and the price on their email says $26, what are they renewing to?
a monthly PT
When replying to a YELP customer, if we DO service the customers area, which script should you use to get appointment times?
The quote script
How do you classify a online renewal that you renewed?
Existing cx, plust maint, booked
When sending email for OB customers, who do you CC?
No one. You will BCC (blind copy) your lead.
Which 2 Texas center's do we not have access to in STARS?
286 (Church) and 287 (Finch)
When you get a phone renewal, what all do you need to include that you won't include in an online renewal?
sales person #
Electronic payment type (B or C)
"RR" for comment line 3
If a customer calls in the Ask For Pus line and want to sign up for a PT, what can you do for them?
1) Sign them up for an RB or RA, then schedule their first maintenance visit to have their system inspected.
or
2) Set them up for an inspection and let them know the money for the inspection will go towards the membership if they qualify
If you get an Ask For Plus sale, how do you classify the call?
Plus maintenance, booked
When you email a screenshot of your TXU ticket, who all do you need to include on the email?
The center's shared inbox, 187 operations, and the centers GM
What's Khy's sign?
SAGITTARIUS
What membership can we NEVER renew back to the same membership?
RI
Which sales do you need to track?
Online renewals, phone renewals, TXU appointments, and booked YELP appointments.
How do you classify a YELP email where the customer is requesting to work with us?
Email inquiry
When sending OB emails, what is the subject line you should use every time?
Appointment reminder
What are Khy's off days?
Sunday and Monday