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general:basic_call_flow

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general:basic_call_flow [2025/06/22 13:34]
20.171.207.43 old revision restored (2025/06/02 18:27)
general:basic_call_flow [2025/06/22 13:51] (current)
20.171.207.43 old revision restored (2025/06/22 13:34)
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 Greet the customer with your name and ask for their phone number. You may also look up the customer by name or order number. Greet the customer with your name and ask for their phone number. You may also look up the customer by name or order number.
  
-**Talk Track:** //Thank you for calling Customer Service, this is ____. May I please start with your phone number?// +**Talk Track:** //Thank you for calling Customer Service, this is XYZ. May I please start with your phone number?// 
  
 ===== Search for the customer ===== ===== Search for the customer =====
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 ===== Confirm identity ===== ===== Confirm identity =====
  
-You need to verify that you are speaking to the correct person. Have the customer confirm at least two pieces of information from the preview.+You need to verify that you are speaking to the correct person. Have the customer confirm their name and full billing address.
  
-**Talk Track:** //Alright, is this Ms Cindy Cramer in Las Vegas? And your email address is [email protected]?//+**Talk Track:** //Alright, is this Ms Cindy Cramer in Nevada? And your address is 3500 Naples Drive, Las Vegas, 89103?// 
 + 
 +===== Ask for a call back number ==== 
 + 
 +You need to ask for any best call back number just in case the call got disconnected? 
 + 
 +**Talk Track:** // May I please ask for your best call back number just in case we disconnect?//
  
 ===== Assist ===== ===== Assist =====
  
-Click on the name of the customer to open their account. Review the **Continuity, Fulfillments**, and **Transactions** tabs to familiarize yourself with their account.+Click on the name of the customer to open their account record. Review the **Continuity, Fulfillments**, and **Transactions** tabs to familiarize yourself with their account. 
 + 
 +{{:general:assist.png|}}
  
 **Talk Track:** //Great, I have your account open here. How may I help you?// **Talk Track:** //Great, I have your account open here. How may I help you?//
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 The customer may have multiple issues; ensure that you address each one. The customer may have multiple issues; ensure that you address each one.
  
 +When ending the call, ask if you can help the customer any further.
 +
 +**Talk Track:** //Is there anything else I can assist you with? Have a nice day, goodbye.//
 ===== Add a note ===== ===== Add a note =====
  
general/basic_call_flow.1750599287.txt.gz · Last modified: 2025/06/22 13:34 by 20.171.207.43