New TP Procedure – EGS Intranet

When a customer wants a triple play and has to prepay for the service, we will start paying their first month of service if needed.

Please at all times follow the steps below prior to doing this.

If the customer does not require prepay proceed as usual do not offer.
If the customer requires prepay always ask first if they can pay the amount themselves.
If they cannot always ask if there is someone else, we can run the account under (spouse, brother, etc.) or rerun under the same person with different info added if need be to hope for another outcome. When they give you a previous address always ask how long they were at this one. Sometimes it is just a temporary stay while they were moving. In this case get the address prior to the previous.
If all else fails and they want the triple play, ask them to hold and come back and tell them “Since they are setting up the triple play you received the approval to pay for their first month and installation fee how does that sound?” They have to agree to this to process the payment.
Use one of the one-time Virtual Card numbers I provide and charge the first month

There will be a few things required on your end to provide in order to get credit for the sale. I will need a screen shot of the page requiring prepayment and an excel sheet filled out that I will put on the Gsuite Collaboration page. You can also drop the screenshot of the customer there as well. I will set up weekly folders broke down by day in the shared file. Just label the screenshot with the customer’s name and drop it in the day sold.