Course Curriculum
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1
Part 4: Customer Service - Overview
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Credit Training Part 1: Course 4 - Overview
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Customer Service - Overview 2025
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2
Inbound Call - Receptionist Team
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Inbound Call - Overview Instructions
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New Client - Not Transferred (Lead)
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New Client - Not Transferred (Lead)
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Existing Client - Call Transferred (Reschedule Consultation)
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Existing Client - Call Transferred (Reschedule Consultation)
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Existing Client - Not Transferred (Billing Question)
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Existing Client - Not Transferred (After Hours)
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Existing Client - Not Transferred (Refused Transfer)
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Pop Quiz (Must Pass with 100% to Proceed)
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3
Call Script - Enrollment
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Enrollment - Overview Instructions
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Call Script - Enrollment (Credit Repair Consultation)
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Sample Call - Enrollment (Credit Repair Consultation)
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Call Script - Enrollment (Re-Sign Up)
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Sample Call - Enrollment (Resign Up)
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Enrollment - Call Flow 2025
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4
Call Script - Billing Question
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Billing - Overview Instructions
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Call Script - Billing Question (Billing Error/Refund)
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Sample Call - Billing (Refund Request)
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Call Script - Billing Question (Change Card on File)
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Call Script - Billing Question (Make a Payment)
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Call Script - Billing Question (Upgrade/Change Plan)
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Call Script - Billing Question (Change Billing Date)
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Pop Quiz - Billing (Must Pass with 100%)
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5
Call Script: Cancel Account
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Cancelation - Overview Instructions
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Cancelation - Process 2025
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Call Script - Cancelation (Job Loss)
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Call Script - Cancelation (No Progress)
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Call Script - Cancelation (Service Error)
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Call Script - Cancelation (Goal Reached)
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Pop Quiz - Cancel Account (Must pass with 100% in order to move forward in the training)
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6
Part 4: Customer Service - Exam
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Final Exam (Must Pass with 90% to proceed)
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About the instructor

Instructor Title
Frances Williams