Under the “WordFence” menu item in the admin sidebar select the “Firewall” submenu option. Select the “Blocking” tab at the top of the page. Select the “Custom Pattern” option. Enter a “Referrer” with a “*” at the beginning and end (e.g. *badsite.example.com*) and a “Block Reason” (e.g. “Flagged by Google”). Then click the “Block Visitors … Continued
Click here to view the video instructions for how to create a new Action in Mission Control
One document from the below: A letter or notice issued or stamped by the IRS, such as CP 575, that confirms your Employer Identification Number (EIN) A copy of the organization’s Form 8871, 8872, or 990 from the IRS website A state-issued certificate of business registration or incorporation Your organization’s most recent SEC filing, including … Continued
When a customer advises they are transferring ownership to a new owner, property manager, or property management company, the following steps should be taken: CSM should meet with the customer to discuss the terms of the transfer. CSM should obtain the following: The effective date for new ownership Contact person (s) name, email, and phone … Continued
Workflow Send the customer this help article from Google: https://support.google.com/analytics/contact/7303233?sjid=2138712946546387321-NA. CSMs should check with the internal team to pull the Google Ads ID, as well as the Google Analytics Account and Property ID for the customer requesting permission to take over their account. The customer will need this information to successfully submit their ticket to … Continued
What is an upsell? Simply put, it’s positioning another product tier or supplemental offering at a higher MRR. Strategies to Upselling There is always an opportunity to boost MRR for a customer but it’s ensuring the correct product is upsold to fit their needs. Upsells provide a new opportunity to provide a boost their overall … Continued
At some point or another, a customer may escalate for various reasons. It is important to follow the steps below to ensure the customer’s concerns are addressed and a resolution is implemented. We need to address any escalations as soon as they are received to ensure we are able to maintain a positive relationship with … Continued
There will be instances when a refund is due to a customer for various reasons. Please follow the instructions below before approving a refund. Accounting/ Q4Launch Internal Error: If a customer notices an Accounting Error (i.e. duplicate charges in one month, billed the incorrect amount, etc.), The CSM should research the error to ensure it … Continued
Click here to view the video instructions for creating a new Monthly Deliverables milestone.