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What if a Client Requests Checks Over the Phone?

September 14, 2022
September 14, 2022
Customer Experience, Standard Operating Procedures
Ordering Checks, Checks, Check Order, Check Request
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Phone requests must be accompanied by a written request

  1. Send an email to the client while on the phone
  2. Include the order details for the client to verify
  3. Once the client replies with confirmation, the checks ordering process can begin

For more information:

Which Account(s) are Eligible for Checks?
What Snippets to Include in Check Order/ReOrder HubSpot Tickets?