Sales Manual CA 2018

Steps for a Subscriber to get Processed
1. Once the lead has decided to purchase, the Account Manager will transfer
the call to Administration to be have their enrollment confirmed.
Administration will have a recorded call with them to confirm the program,
price, and duration of the subscription, as well as the purchaser’s personal
information (email, phone, address, etc.). Administration will then email
them the Licensing Agreement(s) for the program(s) they are subscribing to
and review it with them. The subscriber will fill the forms out online and
submit them back to us.
2. Administration will then discuss the subscriber’s payment options and how
each will be handled:
- Credit Card: A separate form (Credit Card Authorization Form)
will be sent to the subscriber for them to review and sign. They
will need to Date and Sign this document online and then
submit it back to us.
- Check: Administration will inform whom the check will need to
be made out to. Checks will be picked up/dropped off via FedEx
so they can be tracked. A pre-paid label will be emailed to the
subscriber. A pre-paid FedEx pickup will be arranged to pick up
the check from their home/work.
- Wire: Wire instructions need to be emailed to the subscriber
and they will be asked to notify us once they have initiated the
wire transfer.
3. Once the paperwork and payment have been received, the subscriber will
receive a call from Administration to confirm their enrollment in the
program that they have purchased.
4. Once the subscriber had been processed, they will receive a Welcome
Aboard email from Administration. Depending on the program, they will
receive an email from the Trader welcoming them to the service. The email
will also provide log-in information for Trader’s website.
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