Notes

IN TRIAL CANCEL:
CCI: (customer called in) in regarding account wanting to cancel (edit reason for call here.) I asked fact finding questions, (customer goal here) built value and offered save options of ( 35%, 45%, free bottle, extensions ) The customer declined my offers. I gave the confirmation number and closed the account stopping any future recurring billings, customer satisfied. (initials here)
IN TRIAL SAVE:
CCI: (customer called in) regarding account wanting to cancel. (reason-price/side effects/results/confused about charges etc.) I asked fact finding questions, (customer goal here) built value and offered save options of (35%, 45%, extensions, free bottle, etc) Customer accepted (offer accepted goes here). I applied to the account, account is still open and saved from cancellation status, customer satisfied. (initials here)
OUT OF TRIAL SAVE:
CCI (customer called in) in regarding account upset about charges wanting to cancel. (edit reason for call here) I asked fact finding questions, (customer goal here) built value and offered save options of (50%, 65%, free bottle, extensions etc.) Customer accepted (offer accepted goes here). I applied to the account, account is still open and saved from cancellation status. Customer then asked for refund on completion to remain active. Customer agreed to a partial refund of (dollar amount goes here) + (supervisors initials) Account remains active, customer satisfied. (initials here)
OUT OF TRIAL CANCEL:
CCI (customer called in) regarding account upset about charges wanting to cancel. (reason-price/side effects/results/confused about charges etc.) I asked fact finding questions, (customer goal here) built value and offered save options of (50%, 65%, free bottle, extensions etc.) The customer declined my offers. I gave the confirmation number and closed the account stopping any future recurring billings, customer satisfied. (initials here)
STRAIGHT SALE "CANCEL":
CCI (customer called in) regarding account upset about charge(s) wanting to cancel. (reason-price/side effects/results, etc) I asked fact finding questions, (customer goal here) built value and offered save options of (50%, 65%, free bottle, partial refund to stay active, etc) The customer declined my offers. I gave the confirmation number, customer satisfied. (initials here)
STRAIGHT SALE SAVE:
CCI: (customer called in) regarding account wanting to cancel. (reason-price/side effects/results, etc) I asked fact finding questions, built value and offered save options of (35%, 45%, extensions, free bottle, partial refund to stay active, etc) Customer accepted (offer accepted goes here). I applied to the account, customer satisfied. (initials here)
VALID THREATS
CCI (customer called in) regarding account upset about charges wanting to cancel. (edit reason for call here) I asked fact finding questions, (customer goal here) built value and offered save options (50%, 65% FD, free bottle, extensions etc.) The customer declined my offers and made a (type of threat here). I followed the correct refund tree and issued refund for (refund amount) I gave the confirmation number and closed the account stopping any future recurring billings. (initials here)
RMA:
CCI ( customer called in) and wants to return the product. I asked fact finding questions, (customer goal here) built value and offered save options (50%, 65%, free bottle, extensions etc.). The customer accepted/declined. Offered partial refund, customer accepted/ declined, (if customer accepts partial refund for no RMA, notate percentage of partial refund) issued RMA and advised of restock fee (restock fee amount if applicable). I gave the confirmation number and closed the account stopping any future recurring billings. (initials here)