Do you manage requests for event refunds effectively?
Rules to Successful Sales and Account Management|9a612c8f-3282-427c-a5a0-56868bd7170d
v4.0
Posted at
1/12/2015 2:39 PM by
Ulysses Maclaren
Rule Intro
Every now and then, a client will purchase training or event passes and be unable to attend. In this scenario, 2 things should occur in order:
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- They should be offered an alternative. This is important as if they needed the training, they may well appreciate being given the option. This requires a conversation with the client and the alternative options are:
- A different date that the same course is being run.
- A different course that interests them.
- An equivalent dollar value of developer time to come onsite.
- If they decline and ask for a refund instead, then this should be processed immediately. This is absolutely vital as delaying giving a client their money back rapidly decreases their opinion of the integrity of your company.
As an example, this means that the Accountant can always issue a refund for an event immediately, without any further approval needed from the boss, so long as at least 1 alternative has been verbally offered to the client (normally by the Account Manager)
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Do you feel this rule needs an update?
