RMRS

STANDARD OPERATION PROCEDURES (SOPs)

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Frequently Asked Questions in Customer Service SOP

June 7, 2018 RMRS1

Use this SOP for Frequently Asked Questions by Customers

What is my username and password? Or I cannot login.

  • Step 1 – Search for the user’s email and name in Infusionsoft. Go to additional info tab, look for the username and password and try logging it in. If failed, go to Step 2
  • Step 2 – Reset Username and password in WordPress – https://www.youtube.com/watch?v=P_05r2FvFaQ

Wrong Membership Level – https://rmrs1.com/wrong-membership-level/

Resend emails from campaigns – https://rmrs1.com/infusionsoft-resend-email-sequence/

Change email address – https://rmrs1.com/infusionsoft-updating-contacts-email-address/

Change credit card details – Send to Yuri and disable user’s subscription in Infusionsoft.

User wants to avail of the 30-minute one-on-one coaching with Antonio. User upgraded to TPIB after taking The Formula. Send Antonio’s scheduler if user paid $295 above for the course.

Backup link for TPIB $297 (PayPal) if one on the website is not working – https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=757JBHBARDMZJ

 

 … Read the rest

Customer Service SOPs customer delightment, customer service, FAQ's, password, Questions, reset, troubleshooting

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