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?
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.
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
- 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
