Sign up for an account (Example Article)

Updated Dec 19, 2019

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
Home | Salesforce
2. Add contact information

What do want to name your account?

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

New Account | Salesforce
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.

Staging
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
  1. Navigate to Billing system
  2. Click Customers
Dashboards - Chargebee
2. Click Create Customer
Customers - Chargebee
3. Fill out information

Can I get your:

  • First name
  • Last name
  • Company name
  • Email
  • Phone #
  • Country
Customers - Chargebee

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.

Customers - Chargebee

Select Off

OK. Our payment terms are Net 30.

Customers - Chargebee

Select Off

OK. Our payment terms are Net 30.

Customers - Chargebee

Create Subscription in Billing Software

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

Customers - Chargebee

Copy Subscription ID

You will use this ID later in the process.

Customers - Chargebee

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.

Home | Salesforce

Create Account in Backend

1. Create a new account in the backend
Home | Salesforce
2. Add contact information

What do want to name your account?

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

New Account | Salesforce

Update  Account

I'm editing your account now.

Edit the Account

Peabody | Salesforce

Add Subscription ID > Save

Peabody | Salesforce
Congratulations, you are done!

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