ACCOUNT UPDATE SOP
Account Update Cases are the only Setup Case anyone outside the Onboarding Department can create. These cases are created when ...
ACCOUNT UPDATE EXPECTATIONS
Account Update Expectations
Account Update Cases are addressed once a week unless communication is active, or the Account Update Case is ...
High Risk Clients SOP
When a client is considered high risk:
Working with another 3rd party marketing company
Expresses a concern/frustration about our program
Asks for a ...
Go Live SOP
Notification of New Account
Receive via Chatter and/or email after the initial Onboarding client call.
If the Product services include posting, ...
Coaching Call Attempt SOP
Quarterly Coaching Call Attempt Process
Appointment Setting Attempts Steps:
1st Attempt – Scheduling Email template sent on the first working day of ...
Coaching Call Attempt Process
Quarterly Coaching Call Attempt Process
Appointment Setting Attempts Steps:
1st Attempt – Scheduling Email template sent on the first working day of ...
AutoNet TV Cancel
Put AutoNet TV product into cancel and fill out the cancel event. Please see here to follow the steps for ...