30 May 2023 
Support Center » Knowledgebase » Technical FAQs » Sales Funnel Automation » Having customer service reps use Nanacast to perform membership account maintenance
 Having customer service reps use Nanacast to perform membership account maintenance

1. Since Nanacast automates downsells, the traditional process is:

- Prospect opts in for free front end offer or buys paid front end offer. They are then offered an upsell.
- If prospect rejects upsell, they are then offered a downsell.
- If prospect accepts downsell, they can be offered another upsell-- if they reject downsell, they can see another downsell etc.
- There are infinite possibilities with the tree based upsell/downsell structure we offer. We also offer an optional linear based upsell/downsell structure.

2. If you are asking how a customer service rep can offer a client a downsell when a client calls on the phone, etc., to cancel a service:

There are a lot of options...

- You can cancel the current subscription or refund a purchase and offer them something else and the rep could take their order over the phone and fill in an order form for them if the person gives them their billing info and agrees to the order.

- You can create a membership group and set a lesser version like bronze vs. silver to cancel the higher version when the lesser is signed up for. Again the rep could take the person's billing info and fill in an order form for them if the person agrees to order.

You are really only limited by your own creativity....

You could even provide reps coupons that give free trials to offer to the clients for lesser versions.

Keywords: Coupons,

Article Details
Article ID: 71
Created On: 24 Mar 2010 12:44 PM

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