Transcript Slide 1

WiMAX Sales
Order Entry
Order Entry Process
Step 1: Login
Step 2: Pre-qualification
Step 3: Credit check
Step 4: Select service plan
Step 5: Complete the sale
Step 6: Add services
sales.clearwire.com
Enter Username
and Password,
then click “Login”
Sales OE Portal
Verify you are logged
in correctly
For new customers,
click “Start New
Order”
Cheetah scores &
Training Materials
Refer a Friend,
2.2.2.5 Tracker and
CQ
Add additional
services to existing
customer
Your Name Here
Order Entry Process
Step 1: Login
Step 2: Pre-qualification
Step 3: Credit check
Step 4: Select service plan
Step 5: Complete the sale
Step 6: Add services
Customer Pre-Qualification
To verify customer is
in a serviceable
market, enter their
complete primary
service address
Select “credit check”
option or “no
commitment” option
as appropriate *
Click “Search” to
continue
* All Business rate plans require a credit check!
Customer Pre-Qualification
Possible address matches
appear and are selectable - click
on one of the radio buttons for
submission to pre-qual
Your Name Here
If one of the choices is not the
prospect’s address, address can
be adjusted and resubmitted
If you don’t know address for
certain – go to “Find Address on
a Map”
Ensure you select the right address!
Credit Check
Enter and confirm
customer’s SSN for
credit check (credit
check not required for
“No Commitment”
plans)
Note: “Business as
Individual” checks SSN
instead of Tax ID
Your Name Here
Credit Check
Your Name Here
Non-passing scores of D, E, & N must
select a “No Commitment” plan
Credit-Based Plans
• Credit check on two-year agreements and business plans only
• D, E, & N customers must do “No commitment” option with
activation fee
• Response of * (an asterisk) means customer has fraud alert on
their identify
– Has to be verified by our fraud team before being entered
– Request Manual Review via CQ ticket
• Activation waived for contract plans
– Clear Modems, Clear USB Modems, and Clear 4G+ Mobile USBs all have
lease and purchase options depending on contract vs. no contract
• Accepted payment methods:
– Credit & Debit Cards (All Sales channels)
– Cash (Retail Sales channel only)
Credit-Based Plans
Credit
Check
Response
Activation
Fee:
No
Commitment
Activation
Fee:
2-yr
Contract
A
$35.00
$0.00
Yes on 2-yr
Contract
B
$35.00
$0.00
Yes on 2-yr
Contract
C
$35.00
$0.00
Clear
Modem
Clear USB
Modem
Clear 4G+
Mobile USB
Lease:
$4.99/mo
Lease:
$4.99/mo
Lease:
$5.99/mo
Purchase:
$79.99
Purchase:
$59.99
Purchase:
$224.99
Eligible for
Promotions?
Yes on 2-yr
Contract
D
$35.00
Not Eligible
Not Eligible
E
$35.00
Not Eligible
Not Eligible
N
$35.00
Not Eligible
Not Eligible
*
Customer has a fraud alert on their identity. This must be verified by the fraud team –
request a Manual Review via a CQ ticket.
ETF
• Begins at $120
• Decreases by $4 each month over life of contract
• No ETF for “No Commitment” plans
Months Completed
0
1
2
3
4
5
6
7
8
9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
ETF
120 116 112 108 104 100 96 92 88 84 80 76 72 68 64 60 56 52 48 44 40 36 32 28
($)
Pre-Qualification Completed
Once customer is
qualified, available plans
are displayed
Order Entry Process
Step 1: Login
Step 2: Pre-qualification
Step 3: Credit check
Step 4: Select service plan
Step 5: Complete the sale
Step 6: Add services
WiMAX Gate Page
After address is verified,
available plan options
will be shown - click on
one of the “Start Order”
buttons to begin
WiMAX Plan Page
Choose Plan (or Choose Combo)
Choose Plan Options
• Equipment
• Contract length
• Security and hardware add-ons
Add Voice service
Add Features and Accessories
(not shown) and then review with
customer
M2M Plans
If a month-to-month plan is needed,
click here to display those options
WiMAX Combo
Select Combo type
Choose plan options under “Home” or “Mobile”
WiMAX Plan Page
When contract length is selected
(if applicable) the activation fee
discount will be cited
Provisioning Hardware
Your Name Here
Verify your name and
location so you get
credit for the sale
Note any options, offers
and/or discounts
Order Entry Process
Step 1: Login
Step 2: Pre-qualification
Step 3: Credit check
Step 4: Select service plan
Step 5: Complete the sale
Step 6: Add services
Customer Information
Enter all valid customer
information
Select whether or not
customer will receive
emails about CLEAR
Select how customer
heard about CLEAR from
drop down menu or
type in referral code
Billing Information
Enter customer name as it appears on
their credit card and enter credit card
address
Enter credit card number (must be
repeated to customer to meet legal
requirements; billing address must be
same as credit card address)
Enter three- or four-digit security code
Authorization Hold Policy
• For New Activations & Add-on Activations:
– Small authorization of $1 occurs during payment method entry to verify card is valid
– Big authorization of $20 or amount of sale (whichever is greater) plus 15% or 20%
of purchase (for estimated taxes) occurs at end of activation process when order is
submitted
• Sales tax estimate (based on market) is submitted at time of activation
– If taxable address is part of non-taxable market, no tax estimate will be assessed
• How long does it takes for a hold to fall off?
– VISA – known to fall off between 3-5 business days from date of transaction
– MasterCard and Pre-paid Cards – known to take between 3-30 business days from
date of transaction
• Why does CLEAR hold the Pre-Auth for so long?
– CLEAR does NOT hold the pre-authorization
– The customer’s Financial Institution (i.e., bank that issued the card account) has
internal rules that determine the length of time a pre-authorization remains on a
customer’s bank account
Security Information
Enter the customer’s requested
service name/MyAccount login
An alternate email address is
required
Options Example: Hardware Protection Program
Confirmation that the Hardware
Protection Program was added can
be viewed on Checkout screen
If features need to be removed
or added, click “Change plan or
options”
Terms and Conditions
“By activating or using the Clearwire service
or equipment, you agree to be bound by
Clearwire's standard Terms and Conditions
set out at our website: www.clear.com.
The standard Term for all of our customers
is 2 years.
If you stop making payments before the
end of your term, you may be responsible
for an early termination fee. If you remain a
customer after the period ends, no
termination fee will be required.
You are also responsible to return the
equipment in proper working order at the
end of term or you may be charged a
replacement fee.”
Review Order
“You’ve agreed to a two-year
term of ________ service. The
first ________will be discounted
to $ (remember promotion).
After that, the monthly cost of
the service, including
equipment, will be $_______.
Taxes are applicable only to the
equipment lease fee. The
shipping fee for the modem is
(if applicable) $9.99 and the
cost of activation is $________.”
Click “Place Order”
Your Name Here
John Doe
Confirm Order
“Here are a couple numbers for
your reference. Your Order ID is
______________. Your
Customer ID is _____________.
If you need to contact us for any
reason, email us via our
website, www.clear.com, or call
1-888-888-3113.
Thank you for choosing CLEAR.
Is there anything else I can do
for you?”
Click here to print
Your Name Here
Your Name Here
John Doe
Order Entry Process
Step 1: Login
Step 2: Pre-qualification
Step 3: Credit check
Step 4: Select service plan
Step 5: Complete the sale
Step 6: Add services
Add Services
If adding service to an Existing
Account, click “Add Services”
Add Services: Multiple Accounts
• Allows customers to have multiple hardware solutions on a
single billing account
• Single credit checks for new customer who is going to open
multiple CLEAR accounts
• One bill with all account details
Add Services: Multiple Accounts
Sales partners need to enter
the MyAccount username and
last four digits of customer’s
billing method
Your Name Here
Customer requesting services
must have administrative
account access - otherwise this
error will appear
Adding Clear Voice
Once logged in, click on the link to
add new Digital Voice Service
Clear Voice: Customer Information
Select plan and equipment option
Note whether additional lines
and/or local number porting are
needed
Clear Voice: Hardware Information
Enter MAC address of supplied
Clear Voice Adapter (or choose
to ship device to the customer)
and select Adapter model
MAC address is available on outside of the box or on
the bottom of the device
911 Registered Location
Information provided to public safety
officials in the event of an
emergency – verify with customer
that information is correct
Enter customer 911 address –
information is broken down to
ensure 100% accuracy
Failed 911 Registration
Address submitted for 911
registration will be validated - if
address is submitted incorrectly or is
unrecognizable, an error will be
returned
911 Terms of Service & CPNI
Along with standard Terms of Service,
customer must also acknowledge
limitations of 911 service – review with
customer before proceeding
Customer must also read and
acknowledge the CPNI Notifications
Complete eLOA
When porting, customer must
read and agree to our Electronic
Letter of Agency (eLOA)
Thank you for
attending!
NOTES PAGE
NOTES PAGE