When offboarding a customer who is not keeping their Q4Launch website Remove the Vacation Guide and all other lead generation tools created by Q4Launch as a part of their Marketing Agreement if the lead gen tool is a PDF, delete it from the media gallery if it is an online guide, remove the Q4 online … Continued
At some point or another, you will experience an at-risk customer or one who is interested in canceling services. For both situations, we want the team to be prepared and have clear next steps on how to handle these situations. At-Risk Customers Notify team lead of customer risk and reasons why to add to the … Continued
If customer tells you they want to cancel this needs to be addressed as soon as possible in order to give us the best opportunity for saving the relationship. Customer Cancellation Requests Cancellation requests must be in writing. If the customer verbally tells you they want to cancel please let them know the request must … Continued
On a customer’s final day of service, CSMs will send an internal email to all team members reminding them of offboarding responsibilities. Below is an example you may use to get started. Please note, your offboarding requests may vary for the example below. Subject Line: Action required- Offboarding [Insert Customer’s Name] Body Copy: Hi team, [Insert … Continued