Front ends
This is a front-end service is written by Ian King?
Strategic Fortunes
7FF is the pub code that represents this subscription.
8-Figure Fortunes
This piece of information should be captured from the customer when they call to cancel in order to provide the best suited retention.
Cancel Reason
When placing an order for a front-end service, the best deal is usually this term length
Lifetime
This is the website you would direct a customer to in order to access their Super Options content
This is a front-end service that focuses on Options and belongs to the True Options Masters franchise.
Market Leaders
These are the two backend services written by Michael/Mike Carr.
Precisious Profits, One Trade
A customer calls around 11am EST because they saw an promotion for Extreme Fortunes and wants to sign up. This is what should be done.
Warm transfer to Product Specialists
If the gift subscription for Green Zone Fortunes was accepted by the customer to purchase, this is how the order gets placed.
Use the link on the Upsell page in Knowledge Owl
This is the website you’d direct a customer to if they wanted to access their Wednesday Windfalls content.
This front-end service has the option to sign up to participate in a Live Trading Room with a chat.
Trade Kings
This bundle did not form until after 2018 and allows members to have 3 backend services at any time and swap them out as often as they want.
Banyan Choice
This should be offered on all calls where the customer is having a positive/neutral experience (issue resolved) and/or has their “wallet out” already. Additionally, THIS is what is used if the customer accepts.
Upsell/Cross Sell & Personal U Code
For IKA/CMZ, if the customer accepts the discounted 2nd year, this is how it can be added to their order/account.
Post the order for the initial year and place a separate order for the 2nd year.
A customer missed their last update of 10X Fortunes because they deleted it on accident. These are the instructions that can be provided to help them find another copy.
Moneyandmarkets.com > Log In > Premium Content > Locate 10X Fortunes in the list à Updates
The term length for one year of Greene Zone fortunes is this many issues.
52
This pub is not included is most memberships, especially Total Wealth Fellowship due to this reason.
Microcap Fortunes (CMM) – due to being a microcap service and having to keep the list smaller.
A customer calls to cancel their Max Profit Alert that just automatically renewed. The customer wants to cancel because they didn’t realize it was going to auto renew. This should be done first and then this should be done if unsuccessful.
Retention effort, process cancellation
The promo code of EMLEYA71 comes with these reports.
3 Toxic ETFs to Sell By 5 PM Today!
Sorry Mr. Buffett! Why Value Investing Is Dead.
20 Years, Zero Losses: My #1 Investment Outside the Stock Market.
Make Your Money Yours: The MARKETLEADERS Guide to Thwarting the Taxman.
Safety Ca$h: How to Collect Steady, Low-Risk Income in Any Market Environment.
A customer calls stating they were supposed to get a report called Crypto Grand Slam. These are the instructions you can provide the customer to find this information.
Banyanhill.com à Log in à Premium Content à Scroll to Strategic Fortunes à Click on View More and then Special Reports
A member of Strategic Fortunes has an idea for a company for Ian to look in to and possibly write about in the future. This specific thing is what can be done/given to the customer to submit this.
Editorial e-mail – strategicfortunes@banyanhill.com
In Advantage, the membership for Total Wealth Fellowship is represented by this pub code and this Member Category
SOV_GM
A customer calls because they just ordered Next Wave Crypto Fortunes last night but it’s not on their logins. The subscription is showing as active/regular, receiving magazine in Advantage. These are all the troubleshooting steps that should be attempted before sending a task for a Magic Link.
Check that logins are showing under the Website Login tab in Advantage, make sure the member is logged into the right website, encourage the customer to view the website on Google Chrome. Advise member to log out, untick remember me and manually log back in by typing in their username/password, ask customer to reset their password through the Forgot Password link. As a last resort, reset password in Advantage to zip code customer verified to you, ask permission to test the logins on your end.
When using IRIS to find a replacement promo code to place an order for a customer, use codes starting with this letter or this letter.
E or W
When using the “Forgot Password” option on Money and Markets, this is the difference between choosing “Send password reset link” and “Send Secure Login Link”
Reset link, once clicked, will prompt customer to choose/enter a new password. Login link will bring them back to the website’s homepage but fully logged in.