Are you sure your customer knows how to invest? | Partner Work Methodology
The customer has accepted your offer and is ready to invest. You have achieved your goal and earned your reward!
Do you think the customer will now be able to figure out how to do it, because everything is very clear and simple in the back office? Then look at the surprising challenges that customers sometimes face:
• a person has added funds to the account and thinks he or she already owns the shares,
• a person has registered in the back office and thinks they have already completed verification,
• a person has made the first installment payment and is confident that the remaining payments will be automatically deducted from their bank card, etc.
It is best if you go through the basic steps together with each customer on their first purchase: registration, verification, investment. Help your customer navigate through the tools in the back office! Explain why they need to perform these actions.
Why register?
• To gain access to the back office and have comprehensive information and a full range of tools at your disposal at any time, in any language.
• To perform any action: verify, add funds, make a payment, get support, register for an event, sign the partnership agreement and do partner business, etc.
Why get verified?
• To legally own your shares.
• To safeguard yourself and your account - after the verification procedure, the customer becomes the owner of the resource (the account in the back office), and no destructive action can be performed against them, etc.
Why choose a package?
• To take into account individual plans and capacities of the customer, to calculate the benefits and not to overpay. Together with the customer, check the table of packages available for purchase. Tell them about each button!
• To understand how the discount is reduced, how to pay in installments, how to get the bonus shares.
• To understand how to add funds to your account, learn how to make payments and ask for support if needed, etc.
Remember: people are very different. Their experience or lack of experience is different from yours, and the customer's questions are not always the same as those you had when you made your first investment.
It is therefore better to explain everything in as much detail as possible in advance, even what the customer already knows - to rule out a mistake. And emphasise that you are ready to answer any question the customer may have later on.
Your customer has invested and figured out how to make payments on their own? Now you can finally heave a sigh of relief. Your job now is to keep in touch with the customer and make them aware of other opportunities in the project.
Would you like more details? Go to "Partner Work Methodology".