Customer Care Training

• Setting Up AutoPay (Start Here) [Procedure]
• Customer Requesting Cancellation [Ticket]
• Bill is Too High According to Customer [Script]
• Calling the REP on Behalf of the Customer [Procedure]
• Re-Process Failed Payments with Credit Card Update
• REP Service Overlap [FAQ]
• AMEX - Do Not Accept [Script]
• Password Generator [Procedure] ***
• Call/Chat Follow Up Email [Procedure]
• Most Common Caller Issues [FAQ]
• YEP Energy - Create Login Credentials [REP / Procedure]
• Direct Energy - Create Login Credentials [REP / Procedure]
• Frontier - Create Login Credentials [REP / Procedure]
• GEXA - Create Login Credentials [REP / Procedure]
• Chariot - Create Login Credentials [REP / Procedure]
• Southwest Power & Light - Create Login Credentials [REP / Procedure]
• Create Login Credentials for REP Websites (Start Here) [Procedure]
• Customer Account Notation [Procedure]
• PW Billing Issues [Procedure]
• Status 8010 - Pre-Contract Expiry Review and Retries [Procedure]
• How to Use an Email Template in HubSpot [Procedure]
• Repeating a Credit Card Number Over the Phone [Procedure]
• Customer Call Closing Script [Script]
• Customer Call Opening Script (Start Here) [Script]
• Green Plans [Phone Script]
• On Flow Review [Procedure]
• Understanding the Customer Profile in HubSpot [Procedure]
• Sales Team Promos [Procedure]
• Energy Simply - Annual Membership Payment Schedule
• Ameyo Warm Transfer to External Number
• Internal Warm Transfer to Power Wizard Agent