SOP Calls for Payment Info

Process to follow for won opportunities to obtain payment information: #

1. Initial Call (Day 1):
   • Customer Success Team contacts the client.
   • If successful in gathering the required information, notify operations via email at operations@dreamgreener.com with the client’s name, indicating they are ready to be scheduled.
2. No Information Obtained:
   • If unsuccessful, note the attempt in the client’s file under the Contact Notes section and create a “task” to follow up in two days.
3. Follow-up Call (Day 4):
   • Customer Success Team contacts the client again.
   • If successful in gathering the required information, notify operations via email at operations@dreamgreener.com with the client’s name, indicating they are ready to be scheduled.
   • If unsuccessful, note the attempt in the client’s file under the Contact Notes section and create a “task” to follow up in two days.
4. Still Unsuccessful:
   • If both attempts fail, escalate to the Account Manager to reach out.
5. Documentation:
   • Ensure all attempts and outcomes are properly documented in the client’s file under the Contact Notes section.
6. Weekly Review:
   • Customer Success Team to review all pending follow-ups at the end of each week.
   • Escalate any clients who haven’t been reached after two attempts.

This process ensures timely follow-up, proper documentation, and keeps the Operations team informed of new client information.