Course Curriculum

  • 1

    Part 4: Customer Service - Overview

    • Credit Training Part 1: Course 4 - Overview

    • Customer Service - Overview 2025

  • 2

    Inbound Call - Receptionist Team

    • Inbound Call - Overview Instructions

    • New Client - Not Transferred (Lead)

    • New Client - Not Transferred (Lead)

    • Existing Client - Call Transferred (Reschedule Consultation)

    • Existing Client - Call Transferred (Reschedule Consultation)

    • Existing Client - Not Transferred (Billing Question)

    • Existing Client - Not Transferred (After Hours)

    • Existing Client - Not Transferred (Refused Transfer)

    • Pop Quiz (Must Pass with 100% to Proceed)

  • 3

    Call Script - Enrollment

    • Enrollment - Overview Instructions

    • Call Script - Enrollment (Credit Repair Consultation)

    • Sample Call - Enrollment (Credit Repair Consultation)

    • Call Script - Enrollment (Re-Sign Up)

    • Sample Call - Enrollment (Resign Up)

    • Enrollment - Call Flow 2025

  • 4

    Call Script - Billing Question

    • Billing - Overview Instructions

    • Call Script - Billing Question (Billing Error/Refund)

    • Sample Call - Billing (Refund Request)

    • Call Script - Billing Question (Change Card on File)

    • Call Script - Billing Question (Make a Payment)

    • Call Script - Billing Question (Upgrade/Change Plan)

    • Call Script - Billing Question (Change Billing Date)

    • Pop Quiz - Billing (Must Pass with 100%)

  • 5

    Call Script: Cancel Account

    • Cancelation - Overview Instructions

    • Cancelation - Process 2025

    • Call Script - Cancelation (Job Loss)

    • Call Script - Cancelation (No Progress)

    • Call Script - Cancelation (Service Error)

    • Call Script - Cancelation (Goal Reached)

    • Pop Quiz - Cancel Account (Must pass with 100% in order to move forward in the training)

  • 6

    Part 4: Customer Service - Exam

    • Final Exam (Must Pass with 90% to proceed)

About the instructor

Instructor Title

Frances Williams

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