Account Creation Introduction 1

Aldesa Training Department

start

Account Creation Introduction

5th Course

4th Course

3rd Course

2nd Course

Topic Map

Account Creation Guide (step by step)

Surveys

Types of Account

Account Creation Objectives and discussion mapping

1st Course

Practice

Account Creation Path

Objectives:

• To let trainees understand the importance of account creation
• To teach the trainees how we activate customers' accounts and adhering the correct processes and procedures that goes with it.
• To instruct them on how to follow the step-by-step process in account creation
• To demonstrate to learners the differences between the various types of accounts.

Next

II. DIY Install Security system installed by the customers themselves.

Types of Account

I. Professional Install Security system installed by our install techs

Next

A. These accounts are sold by our door-to-door sales reps. B. Technicians then will follow with the installment of the system after the sales reps closed the deal.

Term we use if the security system is installed by one of our install techs/professionally installed.

Professional Install

Next

A. Sales reps over the phone will make the sale (Alder Inside Sales or one of our third-party sellers) B. Sales reps will be the ones to initiate the call during account creation or Inside Sales Survey prior to sending the equipment for the customers to install.

Term we use for accounts that were installed by the customers themselves. (Do-it-Yourself)

DIY Install

Next

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