D-2-1

Leads

To be completed by Team Director

“Thank you for calling Anything Computers.org This is _______ . Are you an existing member?”

Existing Member?

D-2-3

Take Information

To be completed by Team Director

 

Take Information

Create Customer

View Customer Information

Reach Out to Customer Via Phone

“Hello. My name is ________ Are you a Member or looking for one time support?”

D-2-4

One Time Support

To be completed by Team Director

 

One Time Remote Support Session –> $35/session/c

Notify Remote Agent

“Let me get a few things ready.”

Create Ticket

Ticket Title: Describe the initial issue

Issue Type: 0 – One Time Remote Session

Complete Issue Description: Your professional interpretation of the issue the Team Member is describing

Tech: Select Remote Agent

Assigned Customer Contact: Select Contact

SLA: —>

Add/View Charges: $0.00

Add New Item: 310 – ONE-TIME REMOTE SESSION

Make Invoice

Take Payment

Notify Remote Agent. Provide ticket number

Send One Time LogMeIn Support Ad Hoc Link

Add 6 digit code to ticket

Transfer call to Remote Agent

D-2-5

Verify the Caller

To be completed by Team Director

 

Already Attached to Customer

Attach to Existing

View Customer Information | Open In New Tab

D-2-6

Pay As You Go Member

Invoices

 

Check for invoices that are 30 days past due.

D-2-7

Pay As You Go Member

Remote Support?

“Hello. My name is ________ . We received a message from you. “

“You are currently one of our Pay As You Go Members.

If you would like a Remote Support Session, I will just need to take payment for the $20 one-time Add-on.

D-2-10

Pay As You Go Member

No – Remote Suport Session

“Not a problem. If you would like basic support only, I can create a ticket for you.”

Basic Support?

D-2-11

Pay As You Go Member

Yes – Basic Support

Create Ticket

Priority: 2 Normal

Assignee: Select Remote Agent

Type: Pay As You Go Plan – Remote Session Included

SLA: —>

D-2-8

Pay As You Go Member

Yes – Remote Suport Session

“Give me a few moments to get things ready on my end.”

Create Ticket

Priority: 2 Normal

Assignee: Select Remote Agent

Type: Pay As You Go Plan – Remote Session Included

SLA: —>

Add/View Charges: $0.00

Add New Item: 320 – PAY AS YOU GO REMOTE SESSION

Make Invoice

“Your total is $________ .”

“There are several ways to make payment.
– You can click on the Anything Computers.org Icon, and select Access your account.

– You can also give me the information here in the chat.

– You can also call 888.615.HELP

Take Payment For Add-on

D-2-9

Pay As You Go Member

View Ticket Receipt

View Ticket Receipt

Save to: Team Director (U:)

Notify Remote Agent. Provide ticket number

“Here is your ticket # ………
Please hold again while I transfer you to a Remote Agent

Re-Assign chat to Remote Agent

D-2-12

Pay As You Go Member

End Chat

“Ok. If you need anything, please don’t hesitate to reach out to us.”

End Chat

D-2-13

Pay As You Go Member

More Than One Contact?

More Than One Contact?

D-2-14

Pay As You Go Member

Add-on + Balanced Owed?

Start Chat conversation with computer

“Hello. My name is ________ . We received a message from you.”

“You are currently one of our Pay As You Go Members.
If you would like a Remote Support Session, I will just need to take payment for the $20 one-time Add-on.

“At the same time, you have a past due amount of $ _________ that needs to be addressed first.”

Add-on + Balance Owed

D-2-15

Pay As You Go Member

Create Ticket

“Give me a few moments while I get things ready on my end.”

Create Ticket

Priority: 2 Normal

Assignee: Select Remote Agent

Type: Pay As You Go Plan – Remote Session Included

SLA: —>

Add/View Charges: $0.00

Add New Item: 320 – PAY AS YOU GO REMOTE SESSION

Make Invoice

“Your total is $________ .”

“There are several ways to make payment.
– You can click on the Anything Computers.org Icon, and select Access your account.

– You can also give me the information here in the chat.

– You can also call 888.615.HELP

Take Payment for past due amount + Add-on

D-2-16

Pay As You Go Member

End Chat

“Ok. If you need anything, please don’t hesitate to reach out to us.”

End Chat

D-2-17

Pay As You Go Member

Notify Team Leader

Notify Team Leader

D-2-18

Help Desk & Remote Access Members

Invoices

 

Check for invoices that are 30 days past due.

D-2-19

Help Desk & Remote Access Members

Create Ticket

Create Ticket

Priority: 2 Normal

Assignee: Remote Agent

Type: 2 – Help Desk Plan -or- 3 – Remote Access Plan

SLA: —>

View Ticket Receipt

Save to: Team Director (U:)

Notify Remote Agent. Provide ticket number

“Here is your ticket # ………
Please hold again while I transfer you to a Remote Agent”

Transfer call to Remote Agent

D-2-20

Help Desk & Remote Access Members

More Than One Contact?

More Than One Contact?

D-2-21

Help Desk & Remote Access Members

Start Chat conversation with computer

“Helo. My name is _______. We recieved a message from you.”

Response?

D-2-22

Help Desk & Remote Access Members

Balanced Owed?

Start Chat conversation with computer

“Before we can continue assisting you, there is the past due amount of $ _________ that needs to be addressed first.”

“There are several ways to make payment.

– You can click on the Anything Computers.org Icon, and select Access your account.
– You can also give me the information here is the chat.
– You can also give me the information here.”

Take Payment for past due amount

D-2-23

Help Desk & Remote Access Members

Balanced Owed – Chat

End Chat

Place phone call conversation

“Hello, My name is ______ from Anything Computers.org. We recieved a message from you. “

“Before we can continue assisting you, there is the past due amount of $ _________ that needs to be addressed first.”

“There are several ways to make payment.

– You can click on the Anything Computers.org Icon, and select Access your account.
– You can also give me the information here is the chat.

Take Payment for past due amount

Response

D-2-24

Help Desk & Remote Access Members

Create Ticket

“Here is your ticket # ………
Please hold again while I transfer you to a Remote Agent”

Transfer call to Remote Agent

D-2-25

Help Desk & Remote Access Members

Leave Voice Mail

“Hi. This is ______ from Anything Computers.org

We received an email from you.

Please give us a call back at 888.615.HELP, or click on the Anything Computers.org icon for more options.”

Transfer call to Remote Agent

D-2-26

Help Desk & Remote Access Members

Notify Team Leader

Notify Team Leader

D-2-27

Managed Services Member

Create Ticket

Return to Lead

Create Ticket

Ticket Title: Describe the initial issue

Issue Type: 4 – Managed Services Plan

Complete Issue Description: Your professional interpretation of the issue the Team Member is describing

Tech: Select Remote Agent

Assigned Customer Contact: Confirm this is the person you are chatting with.

Add Asset: Add the asset the Remote Agent will need access to.

SLA: —>

Create Ticket

Add Worksheet (if applicable)

Skip ->

Download to: Team Director (U:)

Notify Remote Agent. Provide Ticket

Start Chat conversation with computer

“Hello. My name is ________ . We received a message from you.

Would now be a good time to address the issue?”

Response?

D-2-28

Managed Services Member

“Great. Here is your ticket # ………
Can I connect you to a Remote Agent?

Response?

D-2-29

Managed Services Member

“Please hold again while I transfer you to a Remote Agent”

Re-Assign chat to Remote Agent

D-2-30

Managed Services Member

“No Problem. If you have any issues, please reach out to us.”

End Chat

D-2-31

Managed Services Member

End Chat

Place phone call conversation

“Hello. My name is ________ from Anything Computers.org. We received a message from you.

Would now be a good time to connect and check this out?”

Response?

D-2-32

Managed Services Member

“Here is your ticket # ………

Please hold again while I transfer you to a Remote Agent”

Transfer call to Remote Agent

D-2-33

Managed Services Member

Leave Voice Mail

“Hi. This is ______ from Anything Computers.org

We received an email from you.

Please give us a call back at 888.615.HELP, or click on the Anything Computers.org icon for more options.”

Response?