| Marketing | Retention | Programs | Cases | General |
|---|---|---|---|---|
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What is Opt them out in the Campaign history on their account.
What do we do when someone wants to be removed from marketing?
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What is Angela: Refund email outbound calls
Matt H. : Refund inbound (outbound) Calls Matt C. : Refund Inbound (transfer) Calls
Who does what in the retention team? Between Angela, Matt H, and Matt C.
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What is What is Alpha Rotation, Nasdaq Titan, First Strike
What 3 programs does rotational trading?
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What is Inbound Refund Request
What should the case title be for a normal refund request that comes from an inbound call?
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What is One-Note, Confluence, Google
Where can you find the Customer Support number / email for Traders Agency, Rob Booker, Rogue Investing, DTI, Chuck Hughes?
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What is When we already opted them out and they call / email back in and they are still receiving marketing.
When do we put removal of email marketing in the CS support chat?
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What is We make a case for Matt H to call out to, let the client know the return time and case no.
What do we do when Matt C. can not take an inbound call transfer?
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What is Jeff Zananiri
Who is the Guru for Burn Notice?
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What is WP Refund Callback
What queue should the Under $100 refund request go under?
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What is Leave a note on the case explaining the resolution of the concern, who they spoke to, and close it
What do you do when the concern in a case you pull has already been addressed? (Either in another case or an a call.)
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What is Techsupport.
Who do we tag when we do send marketing removal requests to CS support?
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What is We make a case using the template in the one-note and submit it in the "WP Refund Callback" Queue.
What do we do when a client wants a refund for a non-premium product after following the 3 steps with the client?
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What is Sniper Trader Pro
What was Weekly Profit Countdown Folded into?
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What is Company name, hours of operation and contact phone numbers
What are three things that are necessary when emailing back a client?
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What is The Chargent Order
Where can you find what Processor the program on the Clients account was purchased through?
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What is Alpha Trades, Infinity Profit Plays, Weekly Blitz Alerts
What 3 programs only trade Options?
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What is What program? what was the main reason for wanting to cancel their program.?
What is one question we ask the clients if they want a refund on their program after you verified their account?
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What is Matt Warder
What is the name of the New Guru that took over for James West?
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What is Check the account to see if they have the program, and then see if it has already been cancelled or if its still active.
If a client is asking to cancel a program in a case, what are the first two things you should do?
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What is In the Subscription (on the bottom) you change the Renewal Status to "Will not Renew"
How can you turn off the Auto Renew in a Clients program?
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What is Precision Profits, Profit Generator Club, First Strike, Nasdaq Titan.
What 3 Programs have programs attached as a free add on?
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What is Sweet Spot Stocks, Overdrive Profits, Kingmaker, Money Magnet Express, and Monthly Money Flows
.What are 5 programs that count for the $100 refund cases?
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What is Mega-Trend Breakout, Profit Pockets, Double Payday
What are the Three Elements in the Triple Threat Trader Program?
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What is Clients account, Brand Name, Type / Reason, Description, Subject, Phone number and email.
When Creating a Case what main things do you need to include?
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What is Searching their full name or Phone number in Salesforce.
If a Client states that they had a duplicate charge or A program that isn't on their account. What other ways can we check besides their email?
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