Monitoring Task Guide: Resolving Client Issues

This guide outlines the process of addressing and resolving monitoring issues for clients. You will learn how to identify clients with issues, contact them, and update their status in the system. The expected outcome is the effective resolution of monitoring issues and accurate status updates.

Access the "Monitoring Issues" tab in the Excel sheet to find the list of clients experiencing issues.

Clients may face various issues such as needing to update billing information, purchasing a new credit report, INVALID LOGINS, account lockouts, or needing a new credit monitoring account.

Use the OOMA tool to dial the client's number. If the client answers, greet them warmly and explain the reason for the call. \ \ If there is no answer, leave a voice message and send a follow-up text message.( SENT WITH GHL) MAKE SURE TO PUT FOLLOW-UP TEMPLATE

Once the issue is resolved, update the status in the GHL,EXCEL SHEET, and CRC systems. \ \ Start with Go High Level, navigate to the contact status, and mark it as resolved. ( UPDATE DESCRIPTION)\ \ UPDATE CRC ( UPDATE DESCRIPTION)\ \ Then update the Excel sheet, changing the status to "No Issue" and highlighting the row in green.

( UPDATE DESCRIPTION)

This guide provides a structured approach to resolving client monitoring issues. By following these steps and updating the necessary systems, you ensure that client issues are addressed promptly and accurately.