Jose Space

Supervisor playbook

Opening
Address  — Zip code first
Name  — Double check
Discovery Questions  3 Main service  2 per upselling services — Sec questions (Vivint)
Validation Questions   — Email — DOB — Previous Address — SSN —

SWPDAZ
Based on what we discused
Devices customer will use the services
P Regular Price
D Discount you get for this customer
A Install date, T&C ETC
—-Over come based on discovery questions
BBL
Recap
SUP Validation
VIVINT Transfer

 

sa-support@custhelp.com

 

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