Refund and Save by Georgelen Labiaga
Offerring Giftcard
30% Discount
50% Discount
Accepted Offer
Physio Tru- Refund and Save 50% Discount by James Pico
Bright Naturals- New Subscription Sale by Jesy Arciaga
WOW Call Factors
Be Prepared: Agent reviewed the customer’s history, verified two separate Glycevia orders (Dec 11 and Dec 14), and confirmed email, name, and shipping address before processing.
Lead with Warmth: Agent greeted the customer perfectly per script, using a friendly tone: "Thank you for calling Bright Naturals… support your wellness goals today?"
Listen & Acknowledge: Agent carefully untangled the customer’s confusion regarding failed vs. successful orders, confirmed the total of 12 bottles, and clarified the double-charge concern.
Deliver Value: Agent explained pricing clearly, including the down-sell from 6 to 3 bottles of Keto Burn, helping the customer understand options without pressure.
Personalize Solutions: Agent recommended complementary products tailored to the customer’s goal (sugar balance → Keto Burn), adjusting the offer based on the customer’s comfort with bundle size.
Stay Compliant: Agent paused the recording to take credit card info securely, complying with PCI standards, and confirmed all order details before finalizing.
Upsell Success: Agent successfully added a 3-bottle Keto Burn subscription ($112.09 revenue), turning a potential billing complaint into additional sales.
Close Strong: Agent confirmed the total order (12 Glycevia bottles + 3 Keto Burn), summarized the subscription setup for March 2026, and ensured the customer understood all charges.
WOW Call Factors
Be Prepared: Agent checked customer history and verified order details before processing.
Lead with Warmth: Agent used a friendly tone, stayed polite, and patiently confirmed spellings.
Listen & Acknowledge: Agent confirmed the customer’s product choices and shipping info clearly.
Deliver Value: Agent explained pricing options; could highlight product benefits more next time.
Personalize Solutions: Agent offered tailored options like one-time purchases and address changes.
Stay Compliant: Agent confirmed total cost, shipping, and billing info before finalizing the order.
Upsell Success: Agent suggested and successfully added an extra product before closing the call.
Close Strong: Agent summarized the order, gave the order number, and confirmed the email clearly.
WOW Call Factors
Be Prepared: The agent verified the customer’s email, address, and order history before proceeding, ensuring accurate information before processing the order.
Lead with Warmth: The agent used a polite, friendly, and professional tone throughout the call.
Listen & Acknowledge: The agent clarified concerns about the missing spout order, confirmed subscription details, and verified shipping information accurately.
Deliver Value: The agent explained existing subscriptions, shipping timelines (7–10 days), automatic renewals, and ongoing promotions (e.g., six bags for $65.94 with the “buy four, get two free” offer).
Personalize Solutions: The agent helped place a new spout order over the phone while confirming total cost, shipping, and delivery timelines.
Upsell Attempt: The agent offered a free cookbook with shipping cost. The customer declined, but the agent successfully added the spout order, showing initiative.
Stay Compliant: The agent reconfirmed total charges, billing, and shipping details before processing payment.
Close Strong: The agent summarized the order, provided the order number, confirmed email instructions, next shipment date, and ended the call warmly..
WOW Call Factors
Be Prepared: The agent verified the customer’s email and name before accessing the account.
Lead with Warmth: Used polite, friendly language like “I’m more than happy to help” and “Oh, I’m so happy to hear that.”
Listen & Acknowledge: Listened carefully when the customer explained financial constraints and the need to delay shipments.
Deliver Value: Rescheduled the subscription to the exact date requested (August 31st) and ensured billing would align with the customer’s deposit schedule.
Personalize Solutions: Customized the shipping date instead of canceling the subscription completely, keeping the customer with Ava Jane’s Kitchen.
Stay Compliant: Confirmed details, verified account info, and promised a confirmation email for transparency.
Save the Sale: Instead of canceling, the agent paused and rescheduled the order, preventing customer churn and retaining future revenue.
Close Strong: Ended the call warmly with appreciation for the customer’s feedback and loyalty.
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WOW Call Factors
Be Prepared: The agent verified the customer’s name, email, order details, subscription history, and reward points before assisting with her concerns.
Lead with Warmth: Maintained a polite, professional, and empathetic tone, thanking the customer for her patience and engagement while resolving the issue.
Listen & Acknowledge: Listened attentively to the customer’s confusion about applying her redeemed reward points to her subscription and clarified each step along the way.
Deliver Value: Explained in detail how to apply the redemption code to the customer’s upcoming subscription order, confirmed shipment details, and educated her on maximizing rewards points for future purchases.
Personalize Solutions: Guided the customer step-by-step through her account settings, subscription management tools, and reward redemption process, tailoring instructions based on what she was seeing on her screen.
Stay Compliant: Followed all company protocols by confirming account ownership, mentioning call recording for quality assurance, and ensuring accurate information was provided.
Upsell Check: There was no direct upsell attempt during the call. However, the agent did highlight the benefits of accumulating points as a subscriber, which indirectly encourages future purchases to reach higher rewards tiers.
Close Strong: Summarized the resolution, thanked the customer for her loyalty, confirmed next steps for applying discounts, and encouraged her to call back if she needed further assistance.
WOW Call Factors
Be Prepared:
The agent confidently discussed product details and current promotions without needing to place the customer on hold.
Demonstrated solid product knowledge about Physio Omega and its benefits.
Lead with Warmth:
The agent used a polite, calm, and friendly tone throughout the call, making the customer feel comfortable and engaged.
Responded enthusiastically with “Yes, ma’am,” and “Thank you so much,” creating a respectful and professional atmosphere.
Listen & Acknowledge:
Carefully listened to the customer’s questions about pricing, warranty, and subscriptions without interrupting.
Repeated information for clarity and reassurance.
Deliver Value:
Clearly explained the product’s benefits (supports heart and blood pressure health).
Highlighted the value of promotions like “Buy 2, Get 1 Free” and the 60-day money-back guarantee.
Personalize Solutions:
Tailored the offer by explaining both one-time and subscription options and their respective savings.
Reinforced flexibility by stating the subscription can be paused or modified anytime.
Stay Compliant:
Properly clarified pricing differences and subscription renewal timelines (every 3 months).
Avoided misleading claims and ensured transparency on promotional offers.
Win Back / Upsell with Care:
The call wasn’t a cancellation but became a conversion opportunity — the agent successfully guided the customer toward purchasing online through education and reassurance.
Close Strong:
Ended on a positive and warm note, thanking the customer and encouraging them to try the product.
Built a genuine connection by acknowledging the customer’s closing comment respectfully.
Be Prepared: Review customer history and call purpose.
Lead with Warmth: Use a confident, friendly, and empathetic tone.
Listen & Acknowledge: Show genuine care for the customer’s needs.
Deliver Value: Confirm product use, share success tips, and reinforce their “why.”
Personalize Solutions: Offer clear, tailored next steps.
Win Back with Care (Refund Calls): Empathize → Educate → Recommend → Offer alternatives.
Stay Compliant: Follow company and regulatory standards.
Close Strong: Summarize, confirm next steps, and document the call.
LINK: CXRS-WOW CALL SOP
WOW Call Factors
Be Prepared: The agent verified customer details (name, email, address) before discussing the account and order.
Lead with Warmth: The agent stayed polite and empathetic, acknowledging the customer’s concerns with phrases like “I totally understand.”
Listen & Acknowledge: Carefully listened to the customer’s reasons for canceling (cost, uncertainty about product results).
Deliver Value: The agent explained proper product use (take Glycevia after meals) to improve results and reinforced the benefit of consistent use.
Personalize Solutions: Offered to put the subscription on hold until December 8, 2025 instead of canceling completely, giving the customer flexibility.
Stay Compliant: Confirmed there would be no charges until December and that an email notification would be sent before the next shipment.
Win Back with Care: Empathized, educated on product usage, and offered a risk-free pause rather than losing the customer entirely.
Upsell Opportunity: While no additional product was sold, the subscription save itself counts as a win for retention.
Close Strong: The agent summarized the action taken and ended the call warmly, thanking the customer for the chance to help.
WOW Call Factors
Be Prepared: The agent verified the customer’s name, email, order details, and subscription history before addressing the concerns.
Lead with Warmth: Maintained a polite, empathetic tone throughout the call, thanking the customer for her patience and loyalty despite her frustrations.
Listen & Acknowledge: Listened carefully to the customer’s concerns about delayed shipments, difficulty contacting support, pricing confusion, and subscription scheduling issues.
Deliver Value: Confirmed the order was already shipped, explained the pricing breakdown including taxes, and educated the customer about subscription settings and shipment timelines.
Personalize Solutions: Suggested monitoring the email for the tracking number and explained how to adjust future subscription dates to avoid delays or product shortages.
Stay Compliant: Followed company procedures by notifying the customer about call recording, confirming account ownership, and ensuring correct information before making changes.
Save the Sale: Retained the customer by confirming shipment details, providing education about her account, and assuring escalation for future subscription issues instead of processing a cancellation.
Close Strong: Ended the call with appreciation for the customer’s loyalty, confirmed next steps (tracking email, escalation), and reassured her about future orders.