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Sign up for an account (Example Article)

Updated on Dec 19, 2019

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Use this call flow when a customer calls in asking to sign up for an account.

Great! Are you looking to sign up for a trial? Or do you want to purchase a subscription?

Do they have to have a trial account first?

No. You don't need a trial account before purchasing a subscription.

Trial or Subscription?

Create Trial Account

I'll go ahead and create that for you.

1. Create a new account in the backend

2. Add contact information

What do want to name your account?

Input the account name and click Save at the bottom of the page.

3. Provide account URL and configuration

I've created your ScreenSteps trial account for you. I'm going to send you an email to configure your password.

4. Assign to Trial Drip Campaign in CRM

Locate their profile in the CRM and add them to the Trial Drip Campaign.

(Trial Drip) Employee Training Trial | HubSpot

5. Confirm they know how to access account

Ok, your account is all set up. Do you have any additional questions about accessing your account?

Search any additional questions.

Create Customer in Billing Software

Sounds good. Let me get you set up in our billing system.

1. Click Customer

Navigate to Billing system
Click Customers

2. Click Create Customer

3. Fill out information

Can I get your:

First name
Last name
Company name
Email
Phone #
Country

How will you be paying

How will you be paying for ScreenSteps?

Credit card
Check
Wire Transfer

Choose Auto Collection: On

OK. Let me set that up.

Select Off

OK. Our payment terms are Net 30.

Select Off

OK. Our payment terms are Net 30.

Create Subscription in Billing Software

Alright, now I'm just going to activate your subscription.

Copy Subscription ID

You will use this ID later in the process.

Did they previously have a trial account?

Did you previously have a trial account?

If the customer is not sure, perform a quick search in the database using their company name and/or their email address.

Locate & Edit Account

I'll look that up with your company name or your email address

1. Search for the trial account

Navigate to the Account database and locate the trial account via search.

Create Account in Backend

1. Create a new account in the backend

2. Add contact information

What do want to name your account?

Input the account name and click Save at the bottom of the page.

Update Account

I'm editing your account now.

Edit the Account

Add Subscription ID > Save

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ScreenSteps

Sign up for an account (Example Article)

Create Trial Account

1. Create a new account in the backend

2. Add contact information

3. Provide account URL and configuration

4. Assign to Trial Drip Campaign in CRM

5. Confirm they know how to access account

Create Customer in Billing Software

1. Click Customer

2. Click Create Customer

3. Fill out information

Choose Auto Collection: On

Select Off

Select Off

Create Subscription in Billing Software

Copy Subscription ID

Locate & Edit Account

1. Search for the trial account

Create Account in Backend

1. Create a new account in the backend

2. Add contact information

Update Account

Edit the Account

Add Subscription ID > Save

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Add your comment

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