Search this site
Embedded Files
Skip to main content
Skip to navigation
Retention Shield Academy
Home
Operations Dashboard
SLAs & KPIs
Ava Jane's Kitchen
Earth Echo Foods
PhysioTru
Paleohacks
Bright Naturals
Schedule
Employee Info
Human Resources
CXRS-Attendance Policy
CXRS-Training Contract
CXRS-W8BEN
Time Adjustment Request
Holiday Pay Eligibility and Attendance Requirement
Reliability Point System
Payroll Calendar
SOP's
CXRS -Phone Protocol SOP
CXRS-Refund Validations – Phone Team to CS Escalation
CXRS-Retention and Save Integrity
CXRS-WOW Call SOP
Standard Operating Procedures
New Orders
Upsells & Cross-Sells
Refund & Cancellation Policy
Order & Shipping Status
System Navigation
CXRS Team
CXRS-Certificate
Client Programs
Group of Brands
Mesa Cookware
Product Matrix
New Order Script
Retention Script
Cross Selling Mesa
AJK to Mesa Magic Pot
Paleo Hacks to Mesa Magic Pot
Ava Janes Kitchen
AJK Product Combinations
Ava Jane's Kitchen Overview
Retention Script
New Order Script
Product Matrix
Save Protocol
Money Back Guarantee
Manual Orders
Bright Naturals
BN Product Combinations
Bright Naturals-Overview
New Order Script
Retention Script
Money Back Guarantee
Manual Orders
Product Matrix
Bright Naturals-Products and Others
Bright Naturals Overview
Bright Naturals- Subscription Cancellation
Bright Naturals-GlucoBalance Pro V2 FAQ's
Bright Naturals -Keto Burn FAQ's
Bright Naturals-Thyroid Renew FAQ's
Earth Echos
Earth Echo-Overview
Retention Script
New Order Script
Product Matrix
Money Back Guarantee
Manual Orders
Earth Echo-Products and Others
Earth Echo-Cacao Bliss
Earth Echo-Cacao Bliss Box
Earth Eco-Golden Bliss
Earth Echo-Multi- Collagen Peptides
Earth Echo-Accessories
Earth Echo-Serving Size for each product
Earth Echo Loyalty Program FAQ's
Earth Echo-Sleep
Earth Echo -Shipping
Earth Echo-Caffeine
Earth Echo-Weight Loss
Earth Echo-Too Expensive
Earth Echo-Safety
Earth Echo-Sweetener
Earth Echo-Bitter Taste
Earth Echo-Benefits
Earth Echo-Recipes
Earth Echo-Prop65
Earth Echo-Lifestyles
Earth Echo-Shopify: BuyGoods
Earth Echo Shopify: BuyGoods
Earth Echo- Shopify: Taxes
Earth Echo-Add to SMS List
Earth Echo- Payment over the Phone Guidelines
Earth Echo-Save the Sale Process
Earth Echo Satisfaction Guarantee Return Requests
Earth Echo-Discontinued Products
Earth Echo-Standard Responses: Cacao Bliss
Earth Echo-Standard Responses: Golden Bliss
Earth Echo-Manage Subscriptions
Earth Echo-Overview
PaleoHacks
PaleoHacks & Paleo Plan-Overview
Retention Script
New Order Script
Product Matrix
Cook Book List
Money Back Guarantee
Manual Orders
Paleohacks-Other Information
PaleoHacks-Can't Find Digital Download Page
PaleoHacks & Paleo Plan -Customer Service Overview
Paleohacks- Plan Membership
Paleohacks-Remove from Recipe Club Membership
Paleohacks-Testimonials
Paleohacks-Unsubscribe Customer from Maropost
Paleoplan -Cancellation SOP
PhysioTru
PT Product Combinations
New Order Script
Retention Script
Product Matrix
Money Back Guarantee
Product Matrix
Manual Orders
PhysioTru -Products and Others
Physio Pulse FAQ's
Physio Omega FAQ's
Physio Flora FAQ's
Physio Neuro FAQ's
PhysioTru-Physio Collagen FAQ's
Physio Vision FAQ's
Physio Fit FAQ's
Physio Complete
General FAQ's
Return Policy
Order Handling
NoFraud Management SOP
Shipping Policy
Nofraud SOP's
Unsubscribe from PhysioTru Emails
GOB SOPs
PBS
(PBS)-How to place a manual order
(PBS)-Address Validations
(PBS)-Canceling an Unshipped Order
(PBS)-How CS Handles Backorders
(PBS) - Updating an Address in PBS
(PBS) - FAQs
(PBS) - How to cancel an order
(PBS) -Preshipment
Sticky.io
(Sticky.io)- How to place a manual order
(Sticky.io) - How to Process a Refund
(Sticky.io) - Looking Up a Tracking/Order Status
(Sticky.io) - Managing Subscriptions in Sticky
(Sticky.io) - PayPal Cancellation Email SOP
(Sticky.io) - LVT and CS
(Sticky.io) - Understanding Order Status
(Sticky.io) - Updating an Address on an Order
General / Multi-Tool
Adverse Reaction SOP
Shopify
Creating an Order
Shopify-How to place a manual order
Shopify - Updating an Address in Shopify
Shopify - How to Process a Refund
Shopify - Looking Up Tracking/Order Status
Shopify - Checking Customer Lifetime Value (LTV) Before Refunds
Shopify - Managing Subscriptions (via Recharge app)
Shopify - Applying Discount Codes (Shopify/ClickBank)
Shopify - Shopify Workflows / Blacklist
Shopify-Manager: Creating Discount Codes
Shopify-Discount Codes
Shopify-eGift Cards
Recharge
Recharge - Managing Subscriptions in Recharge
Recharge - Updating an Address in Recharge
Recharge-Applying Discount Codes
Maropost
Maropost - Adding a New Customer to a List
Maropost - Do Not Mail List Management
Maropost - Editing Customer Contact Fields
Maropost - Finding a Customer
Maropost - Managing Lists
Maropost - Viewing Customer Journeys & Sent Emails
Klaviyo
Klaviyo - Adding Customers to Segments
Klaviyo - Finding a Customer in Klaviyo
Klaviyo - Handling Bounced Emails & Spam
Klaviyo - Helping Customers Subscribe
Klaviyo - Re-sending Missed Messages
Klaviyo - Resubscribe Process
MemberMouse (WordPress) - Paleoplan Cancellation SOP
ClickBank
ClickBank - Canceling Subscriptions
ClickBank - Checking Customer Lifetime Value (LTV) Before Refunds
ClickBank & Shopify-Discount Codes
Google Sheets/Shared Docs
Google Sheets / Shared Docs - Declined Sales Spreadsheet
General / Multi-Tool
General / Multi-Tool - Adverse Reaction Handling
General / Multi-Tool - Compliance SOP
General / Multi-Tool - Handling Customer Requests for Data Deletion / Priva
General / Multi-Tool - Internal Tools Knowledge Base
General / Multi-Tool - KPI for Customer Service
General / Multi-Tool - Order Management & Fulfillment Overview
General / Multi-Tool - Scam Complaint SOP
Aircall
Aircall-(Manager)
Others
GOB'S-Scam Complain SOP
Product Quality Complaint -Process
Canceling Unshipped Orders
Data Deletion and Privacy Compliance
Loyalty/Rewards (Okendo) - Loyalty Lion / Okendo Rewards Program
Loyalty and Rewards
Earth Echo -Loyalty Program FAQ's
PaleoHacks SOP
Gorgias
Ticket Fields
Global Shipping SOP
Call Handling Tips
Call Flow
Mastering STS Ladder
Subscription and Save
Mastering Sales Offer
Upwellness
Product Combinations
Upwellness Product Matrix
UPW New order script
UPW Retention Script
UPW Moneyback Guarantee
Product FAQs
Cross Selling Script
UPW SOPs
Email SOP
Shopify SOP
SocMed SOP
Order SOP
UpWellness SOPs
Product Status Update
Return SOP
Chargeback Prevention SOP
Escalation Process
Processed Order Refund
Missing/incorrect/Damaged/Expired Item Process
Out of Scope Process
Authentication Process
Cheque Payment/Refund
UPW Tools
UltraCart
ShipBob
Shopify
Recharge
Tools
Email to Phone Handover
YOTPO Process
UltraCart Order Management
Shopify Order Management & Processing SOP
Recharge Subscription Management SOP
Customer User Portal Guide (UpWellness)
Replacements & Order Exceptions Handling SOP
Shipping & Delivery Management
Process FAQ
Refunds, Cancellations & Billing FAQ
Orders & Fulfillment Management FAQ
Tracking & Returns
Payments & Subscriptions
Fraud & Unauthorized Orders
Amazon / FBA Orders
Special Cases FAQ
RespiClear
Retention Script
New Order Script
Product Matrix
Money Back Guarantee
Price Matrix
Product Combinations
Call Handling Tips
RSC SOPs
Courier Tracking Guide
Inner Botanica
New Order Call Flow
Objection Handling
Product Matrix
FAQs - Products
Awaken
Indulge
Stability
FAQs - Process
Save Protocol
Money Back Guarantee
LS Intake
QA Guidelines
GOB QA Guidelines
Ava Jane's Kitchen
Bright Naturals & PhysioTru
Earth Echo
UPW QA Guidelines
UPW QA Scorecard
Chargeback Prevention and Resolution
Refund Requests through Email SOP
Retention Playbook
Mindset
Objection Handling
Call Journey
Cross-selling
Retention Ninja Training
Value Proposition
Closing
Product Knowledge
Sales Modules
Validation and Dispositions
QA & Coaching
QA Hot Tips
FDA,FTC and PCI -Guidelines
Compliance - FDA, FTC, PCI
Cheat Sheet -FDA & Zero Tolerance Complaint Language
QA Insights to Action
Training Library
New Hires Training
Group Of Brands
Paleo Hacks
Earth Echo
Ava Jane's Kitchen
PhysioTru
Bright Naturals
Mesa Cookware
RespiClear
Email Support
Inner Botanica
UpWellness
WoW Call!
GOB-Training Calls
Ava Jane's Kitchen-Training Call Samples
Bright Naturals-Training Call Samples
Earth Echo-Training Call Samples
Paleohacks- Training Call Samples
PhysioTru-Training Call Samples
UpWellness
Job Aids
Call Form Tutorial
Acing Your CSAT!
Feedback
Process Optimization
Documenting the Call
Intercom Tool
Intercom Basics
Intercom: Email Handling (SOP)
Intercom Macros
Tagging SOP – Consolidated Tags & Definitions NEW
Email Refund-Cancellation Flow SOP
CS Assist
Intercom Tips
Ultra Cart
Retention Shield Academy
Home
Operations Dashboard
SLAs & KPIs
Ava Jane's Kitchen
Earth Echo Foods
PhysioTru
Paleohacks
Bright Naturals
Schedule
Employee Info
Human Resources
CXRS-Attendance Policy
CXRS-Training Contract
CXRS-W8BEN
Time Adjustment Request
Holiday Pay Eligibility and Attendance Requirement
Reliability Point System
Payroll Calendar
SOP's
CXRS -Phone Protocol SOP
CXRS-Refund Validations – Phone Team to CS Escalation
CXRS-Retention and Save Integrity
CXRS-WOW Call SOP
Standard Operating Procedures
New Orders
Upsells & Cross-Sells
Refund & Cancellation Policy
Order & Shipping Status
System Navigation
CXRS Team
CXRS-Certificate
Client Programs
Group of Brands
Mesa Cookware
Product Matrix
New Order Script
Retention Script
Cross Selling Mesa
AJK to Mesa Magic Pot
Paleo Hacks to Mesa Magic Pot
Ava Janes Kitchen
AJK Product Combinations
Ava Jane's Kitchen Overview
Retention Script
New Order Script
Product Matrix
Save Protocol
Money Back Guarantee
Manual Orders
Bright Naturals
BN Product Combinations
Bright Naturals-Overview
New Order Script
Retention Script
Money Back Guarantee
Manual Orders
Product Matrix
Bright Naturals-Products and Others
Bright Naturals Overview
Bright Naturals- Subscription Cancellation
Bright Naturals-GlucoBalance Pro V2 FAQ's
Bright Naturals -Keto Burn FAQ's
Bright Naturals-Thyroid Renew FAQ's
Earth Echos
Earth Echo-Overview
Retention Script
New Order Script
Product Matrix
Money Back Guarantee
Manual Orders
Earth Echo-Products and Others
Earth Echo-Cacao Bliss
Earth Echo-Cacao Bliss Box
Earth Eco-Golden Bliss
Earth Echo-Multi- Collagen Peptides
Earth Echo-Accessories
Earth Echo-Serving Size for each product
Earth Echo Loyalty Program FAQ's
Earth Echo-Sleep
Earth Echo -Shipping
Earth Echo-Caffeine
Earth Echo-Weight Loss
Earth Echo-Too Expensive
Earth Echo-Safety
Earth Echo-Sweetener
Earth Echo-Bitter Taste
Earth Echo-Benefits
Earth Echo-Recipes
Earth Echo-Prop65
Earth Echo-Lifestyles
Earth Echo-Shopify: BuyGoods
Earth Echo Shopify: BuyGoods
Earth Echo- Shopify: Taxes
Earth Echo-Add to SMS List
Earth Echo- Payment over the Phone Guidelines
Earth Echo-Save the Sale Process
Earth Echo Satisfaction Guarantee Return Requests
Earth Echo-Discontinued Products
Earth Echo-Standard Responses: Cacao Bliss
Earth Echo-Standard Responses: Golden Bliss
Earth Echo-Manage Subscriptions
Earth Echo-Overview
PaleoHacks
PaleoHacks & Paleo Plan-Overview
Retention Script
New Order Script
Product Matrix
Cook Book List
Money Back Guarantee
Manual Orders
Paleohacks-Other Information
PaleoHacks-Can't Find Digital Download Page
PaleoHacks & Paleo Plan -Customer Service Overview
Paleohacks- Plan Membership
Paleohacks-Remove from Recipe Club Membership
Paleohacks-Testimonials
Paleohacks-Unsubscribe Customer from Maropost
Paleoplan -Cancellation SOP
PhysioTru
PT Product Combinations
New Order Script
Retention Script
Product Matrix
Money Back Guarantee
Product Matrix
Manual Orders
PhysioTru -Products and Others
Physio Pulse FAQ's
Physio Omega FAQ's
Physio Flora FAQ's
Physio Neuro FAQ's
PhysioTru-Physio Collagen FAQ's
Physio Vision FAQ's
Physio Fit FAQ's
Physio Complete
General FAQ's
Return Policy
Order Handling
NoFraud Management SOP
Shipping Policy
Nofraud SOP's
Unsubscribe from PhysioTru Emails
GOB SOPs
PBS
(PBS)-How to place a manual order
(PBS)-Address Validations
(PBS)-Canceling an Unshipped Order
(PBS)-How CS Handles Backorders
(PBS) - Updating an Address in PBS
(PBS) - FAQs
(PBS) - How to cancel an order
(PBS) -Preshipment
Sticky.io
(Sticky.io)- How to place a manual order
(Sticky.io) - How to Process a Refund
(Sticky.io) - Looking Up a Tracking/Order Status
(Sticky.io) - Managing Subscriptions in Sticky
(Sticky.io) - PayPal Cancellation Email SOP
(Sticky.io) - LVT and CS
(Sticky.io) - Understanding Order Status
(Sticky.io) - Updating an Address on an Order
General / Multi-Tool
Adverse Reaction SOP
Shopify
Creating an Order
Shopify-How to place a manual order
Shopify - Updating an Address in Shopify
Shopify - How to Process a Refund
Shopify - Looking Up Tracking/Order Status
Shopify - Checking Customer Lifetime Value (LTV) Before Refunds
Shopify - Managing Subscriptions (via Recharge app)
Shopify - Applying Discount Codes (Shopify/ClickBank)
Shopify - Shopify Workflows / Blacklist
Shopify-Manager: Creating Discount Codes
Shopify-Discount Codes
Shopify-eGift Cards
Recharge
Recharge - Managing Subscriptions in Recharge
Recharge - Updating an Address in Recharge
Recharge-Applying Discount Codes
Maropost
Maropost - Adding a New Customer to a List
Maropost - Do Not Mail List Management
Maropost - Editing Customer Contact Fields
Maropost - Finding a Customer
Maropost - Managing Lists
Maropost - Viewing Customer Journeys & Sent Emails
Klaviyo
Klaviyo - Adding Customers to Segments
Klaviyo - Finding a Customer in Klaviyo
Klaviyo - Handling Bounced Emails & Spam
Klaviyo - Helping Customers Subscribe
Klaviyo - Re-sending Missed Messages
Klaviyo - Resubscribe Process
MemberMouse (WordPress) - Paleoplan Cancellation SOP
ClickBank
ClickBank - Canceling Subscriptions
ClickBank - Checking Customer Lifetime Value (LTV) Before Refunds
ClickBank & Shopify-Discount Codes
Google Sheets/Shared Docs
Google Sheets / Shared Docs - Declined Sales Spreadsheet
General / Multi-Tool
General / Multi-Tool - Adverse Reaction Handling
General / Multi-Tool - Compliance SOP
General / Multi-Tool - Handling Customer Requests for Data Deletion / Priva
General / Multi-Tool - Internal Tools Knowledge Base
General / Multi-Tool - KPI for Customer Service
General / Multi-Tool - Order Management & Fulfillment Overview
General / Multi-Tool - Scam Complaint SOP
Aircall
Aircall-(Manager)
Others
GOB'S-Scam Complain SOP
Product Quality Complaint -Process
Canceling Unshipped Orders
Data Deletion and Privacy Compliance
Loyalty/Rewards (Okendo) - Loyalty Lion / Okendo Rewards Program
Loyalty and Rewards
Earth Echo -Loyalty Program FAQ's
PaleoHacks SOP
Gorgias
Ticket Fields
Global Shipping SOP
Call Handling Tips
Call Flow
Mastering STS Ladder
Subscription and Save
Mastering Sales Offer
Upwellness
Product Combinations
Upwellness Product Matrix
UPW New order script
UPW Retention Script
UPW Moneyback Guarantee
Product FAQs
Cross Selling Script
UPW SOPs
Email SOP
Shopify SOP
SocMed SOP
Order SOP
UpWellness SOPs
Product Status Update
Return SOP
Chargeback Prevention SOP
Escalation Process
Processed Order Refund
Missing/incorrect/Damaged/Expired Item Process
Out of Scope Process
Authentication Process
Cheque Payment/Refund
UPW Tools
UltraCart
ShipBob
Shopify
Recharge
Tools
Email to Phone Handover
YOTPO Process
UltraCart Order Management
Shopify Order Management & Processing SOP
Recharge Subscription Management SOP
Customer User Portal Guide (UpWellness)
Replacements & Order Exceptions Handling SOP
Shipping & Delivery Management
Process FAQ
Refunds, Cancellations & Billing FAQ
Orders & Fulfillment Management FAQ
Tracking & Returns
Payments & Subscriptions
Fraud & Unauthorized Orders
Amazon / FBA Orders
Special Cases FAQ
RespiClear
Retention Script
New Order Script
Product Matrix
Money Back Guarantee
Price Matrix
Product Combinations
Call Handling Tips
RSC SOPs
Courier Tracking Guide
Inner Botanica
New Order Call Flow
Objection Handling
Product Matrix
FAQs - Products
Awaken
Indulge
Stability
FAQs - Process
Save Protocol
Money Back Guarantee
LS Intake
QA Guidelines
GOB QA Guidelines
Ava Jane's Kitchen
Bright Naturals & PhysioTru
Earth Echo
UPW QA Guidelines
UPW QA Scorecard
Chargeback Prevention and Resolution
Refund Requests through Email SOP
Retention Playbook
Mindset
Objection Handling
Call Journey
Cross-selling
Retention Ninja Training
Value Proposition
Closing
Product Knowledge
Sales Modules
Validation and Dispositions
QA & Coaching
QA Hot Tips
FDA,FTC and PCI -Guidelines
Compliance - FDA, FTC, PCI
Cheat Sheet -FDA & Zero Tolerance Complaint Language
QA Insights to Action
Training Library
New Hires Training
Group Of Brands
Paleo Hacks
Earth Echo
Ava Jane's Kitchen
PhysioTru
Bright Naturals
Mesa Cookware
RespiClear
Email Support
Inner Botanica
UpWellness
WoW Call!
GOB-Training Calls
Ava Jane's Kitchen-Training Call Samples
Bright Naturals-Training Call Samples
Earth Echo-Training Call Samples
Paleohacks- Training Call Samples
PhysioTru-Training Call Samples
UpWellness
Job Aids
Call Form Tutorial
Acing Your CSAT!
Feedback
Process Optimization
Documenting the Call
Intercom Tool
Intercom Basics
Intercom: Email Handling (SOP)
Intercom Macros
Tagging SOP – Consolidated Tags & Definitions NEW
Email Refund-Cancellation Flow SOP
CS Assist
Intercom Tips
Ultra Cart
More
Home
Operations Dashboard
SLAs & KPIs
Ava Jane's Kitchen
Earth Echo Foods
PhysioTru
Paleohacks
Bright Naturals
Schedule
Employee Info
Human Resources
CXRS-Attendance Policy
CXRS-Training Contract
CXRS-W8BEN
Time Adjustment Request
Holiday Pay Eligibility and Attendance Requirement
Reliability Point System
Payroll Calendar
SOP's
CXRS -Phone Protocol SOP
CXRS-Refund Validations – Phone Team to CS Escalation
CXRS-Retention and Save Integrity
CXRS-WOW Call SOP
Standard Operating Procedures
New Orders
Upsells & Cross-Sells
Refund & Cancellation Policy
Order & Shipping Status
System Navigation
CXRS Team
CXRS-Certificate
Client Programs
Group of Brands
Mesa Cookware
Product Matrix
New Order Script
Retention Script
Cross Selling Mesa
AJK to Mesa Magic Pot
Paleo Hacks to Mesa Magic Pot
Ava Janes Kitchen
AJK Product Combinations
Ava Jane's Kitchen Overview
Retention Script
New Order Script
Product Matrix
Save Protocol
Money Back Guarantee
Manual Orders
Bright Naturals
BN Product Combinations
Bright Naturals-Overview
New Order Script
Retention Script
Money Back Guarantee
Manual Orders
Product Matrix
Bright Naturals-Products and Others
Bright Naturals Overview
Bright Naturals- Subscription Cancellation
Bright Naturals-GlucoBalance Pro V2 FAQ's
Bright Naturals -Keto Burn FAQ's
Bright Naturals-Thyroid Renew FAQ's
Earth Echos
Earth Echo-Overview
Retention Script
New Order Script
Product Matrix
Money Back Guarantee
Manual Orders
Earth Echo-Products and Others
Earth Echo-Cacao Bliss
Earth Echo-Cacao Bliss Box
Earth Eco-Golden Bliss
Earth Echo-Multi- Collagen Peptides
Earth Echo-Accessories
Earth Echo-Serving Size for each product
Earth Echo Loyalty Program FAQ's
Earth Echo-Sleep
Earth Echo -Shipping
Earth Echo-Caffeine
Earth Echo-Weight Loss
Earth Echo-Too Expensive
Earth Echo-Safety
Earth Echo-Sweetener
Earth Echo-Bitter Taste
Earth Echo-Benefits
Earth Echo-Recipes
Earth Echo-Prop65
Earth Echo-Lifestyles
Earth Echo-Shopify: BuyGoods
Earth Echo Shopify: BuyGoods
Earth Echo- Shopify: Taxes
Earth Echo-Add to SMS List
Earth Echo- Payment over the Phone Guidelines
Earth Echo-Save the Sale Process
Earth Echo Satisfaction Guarantee Return Requests
Earth Echo-Discontinued Products
Earth Echo-Standard Responses: Cacao Bliss
Earth Echo-Standard Responses: Golden Bliss
Earth Echo-Manage Subscriptions
Earth Echo-Overview
PaleoHacks
PaleoHacks & Paleo Plan-Overview
Retention Script
New Order Script
Product Matrix
Cook Book List
Money Back Guarantee
Manual Orders
Paleohacks-Other Information
PaleoHacks-Can't Find Digital Download Page
PaleoHacks & Paleo Plan -Customer Service Overview
Paleohacks- Plan Membership
Paleohacks-Remove from Recipe Club Membership
Paleohacks-Testimonials
Paleohacks-Unsubscribe Customer from Maropost
Paleoplan -Cancellation SOP
PhysioTru
PT Product Combinations
New Order Script
Retention Script
Product Matrix
Money Back Guarantee
Product Matrix
Manual Orders
PhysioTru -Products and Others
Physio Pulse FAQ's
Physio Omega FAQ's
Physio Flora FAQ's
Physio Neuro FAQ's
PhysioTru-Physio Collagen FAQ's
Physio Vision FAQ's
Physio Fit FAQ's
Physio Complete
General FAQ's
Return Policy
Order Handling
NoFraud Management SOP
Shipping Policy
Nofraud SOP's
Unsubscribe from PhysioTru Emails
GOB SOPs
PBS
(PBS)-How to place a manual order
(PBS)-Address Validations
(PBS)-Canceling an Unshipped Order
(PBS)-How CS Handles Backorders
(PBS) - Updating an Address in PBS
(PBS) - FAQs
(PBS) - How to cancel an order
(PBS) -Preshipment
Sticky.io
(Sticky.io)- How to place a manual order
(Sticky.io) - How to Process a Refund
(Sticky.io) - Looking Up a Tracking/Order Status
(Sticky.io) - Managing Subscriptions in Sticky
(Sticky.io) - PayPal Cancellation Email SOP
(Sticky.io) - LVT and CS
(Sticky.io) - Understanding Order Status
(Sticky.io) - Updating an Address on an Order
General / Multi-Tool
Adverse Reaction SOP
Shopify
Creating an Order
Shopify-How to place a manual order
Shopify - Updating an Address in Shopify
Shopify - How to Process a Refund
Shopify - Looking Up Tracking/Order Status
Shopify - Checking Customer Lifetime Value (LTV) Before Refunds
Shopify - Managing Subscriptions (via Recharge app)
Shopify - Applying Discount Codes (Shopify/ClickBank)
Shopify - Shopify Workflows / Blacklist
Shopify-Manager: Creating Discount Codes
Shopify-Discount Codes
Shopify-eGift Cards
Recharge
Recharge - Managing Subscriptions in Recharge
Recharge - Updating an Address in Recharge
Recharge-Applying Discount Codes
Maropost
Maropost - Adding a New Customer to a List
Maropost - Do Not Mail List Management
Maropost - Editing Customer Contact Fields
Maropost - Finding a Customer
Maropost - Managing Lists
Maropost - Viewing Customer Journeys & Sent Emails
Klaviyo
Klaviyo - Adding Customers to Segments
Klaviyo - Finding a Customer in Klaviyo
Klaviyo - Handling Bounced Emails & Spam
Klaviyo - Helping Customers Subscribe
Klaviyo - Re-sending Missed Messages
Klaviyo - Resubscribe Process
MemberMouse (WordPress) - Paleoplan Cancellation SOP
ClickBank
ClickBank - Canceling Subscriptions
ClickBank - Checking Customer Lifetime Value (LTV) Before Refunds
ClickBank & Shopify-Discount Codes
Google Sheets/Shared Docs
Google Sheets / Shared Docs - Declined Sales Spreadsheet
General / Multi-Tool
General / Multi-Tool - Adverse Reaction Handling
General / Multi-Tool - Compliance SOP
General / Multi-Tool - Handling Customer Requests for Data Deletion / Priva
General / Multi-Tool - Internal Tools Knowledge Base
General / Multi-Tool - KPI for Customer Service
General / Multi-Tool - Order Management & Fulfillment Overview
General / Multi-Tool - Scam Complaint SOP
Aircall
Aircall-(Manager)
Others
GOB'S-Scam Complain SOP
Product Quality Complaint -Process
Canceling Unshipped Orders
Data Deletion and Privacy Compliance
Loyalty/Rewards (Okendo) - Loyalty Lion / Okendo Rewards Program
Loyalty and Rewards
Earth Echo -Loyalty Program FAQ's
PaleoHacks SOP
Gorgias
Ticket Fields
Global Shipping SOP
Call Handling Tips
Call Flow
Mastering STS Ladder
Subscription and Save
Mastering Sales Offer
Upwellness
Product Combinations
Upwellness Product Matrix
UPW New order script
UPW Retention Script
UPW Moneyback Guarantee
Product FAQs
Cross Selling Script
UPW SOPs
Email SOP
Shopify SOP
SocMed SOP
Order SOP
UpWellness SOPs
Product Status Update
Return SOP
Chargeback Prevention SOP
Escalation Process
Processed Order Refund
Missing/incorrect/Damaged/Expired Item Process
Out of Scope Process
Authentication Process
Cheque Payment/Refund
UPW Tools
UltraCart
ShipBob
Shopify
Recharge
Tools
Email to Phone Handover
YOTPO Process
UltraCart Order Management
Shopify Order Management & Processing SOP
Recharge Subscription Management SOP
Customer User Portal Guide (UpWellness)
Replacements & Order Exceptions Handling SOP
Shipping & Delivery Management
Process FAQ
Refunds, Cancellations & Billing FAQ
Orders & Fulfillment Management FAQ
Tracking & Returns
Payments & Subscriptions
Fraud & Unauthorized Orders
Amazon / FBA Orders
Special Cases FAQ
RespiClear
Retention Script
New Order Script
Product Matrix
Money Back Guarantee
Price Matrix
Product Combinations
Call Handling Tips
RSC SOPs
Courier Tracking Guide
Inner Botanica
New Order Call Flow
Objection Handling
Product Matrix
FAQs - Products
Awaken
Indulge
Stability
FAQs - Process
Save Protocol
Money Back Guarantee
LS Intake
QA Guidelines
GOB QA Guidelines
Ava Jane's Kitchen
Bright Naturals & PhysioTru
Earth Echo
UPW QA Guidelines
UPW QA Scorecard
Chargeback Prevention and Resolution
Refund Requests through Email SOP
Retention Playbook
Mindset
Objection Handling
Call Journey
Cross-selling
Retention Ninja Training
Value Proposition
Closing
Product Knowledge
Sales Modules
Validation and Dispositions
QA & Coaching
QA Hot Tips
FDA,FTC and PCI -Guidelines
Compliance - FDA, FTC, PCI
Cheat Sheet -FDA & Zero Tolerance Complaint Language
QA Insights to Action
Training Library
New Hires Training
Group Of Brands
Paleo Hacks
Earth Echo
Ava Jane's Kitchen
PhysioTru
Bright Naturals
Mesa Cookware
RespiClear
Email Support
Inner Botanica
UpWellness
WoW Call!
GOB-Training Calls
Ava Jane's Kitchen-Training Call Samples
Bright Naturals-Training Call Samples
Earth Echo-Training Call Samples
Paleohacks- Training Call Samples
PhysioTru-Training Call Samples
UpWellness
Job Aids
Call Form Tutorial
Acing Your CSAT!
Feedback
Process Optimization
Documenting the Call
Intercom Tool
Intercom Basics
Intercom: Email Handling (SOP)
Intercom Macros
Tagging SOP – Consolidated Tags & Definitions NEW
Email Refund-Cancellation Flow SOP
CS Assist
Intercom Tips
Ultra Cart
Organizational Performance Dashboard
Report abuse
Page details
Page updated
Report abuse
