New COW Sub Orders:
30-60 days: Update credit card using Internal form, or set-up a new Subscription ES115 for monthly or ES116 for annual. Before running transaction make sure:
More than 60 Days:
Use checkout page on MT.com $299 restart fee and then $99 per month (check out page)
Make sure they get the GALA Subscriber tag and Tag for the owner of the GALA key and also check the appropriate boxes as well. Then add the correct tag for the owner of the key to the person receiving. GALA subscribers should be contact type customer.
NEW MEMBER ON-BOARDING
As we are modifying our process for new members let's make sure we are all on the same page:
After the initial call at day 4, all other 2-wk check ins, figure out if they have attended the New Member On-boarding Webinar (look for tags):
If they've attended the webinar, send them an email touching base to see if they have any questions, if they have not yet sent you their custom logos remind them to do so and then remind the best place to get started in the "Getting Started" course. If they've completed that then Kick-start & PAC.
If they have NOT attended the webinar, CALL them to invite them to attend the next new member on-boarding webinar (include the date of the next one to be specific) and also send an email with link to New Member On-boarding Webinar page on members website so they can sign-up or watch the recording
Credit Card Updates
Referral Center Map
Customer = Circle of Wealth Member paying us for their subscription
Link for Compliance to Review Videos moneytrax.com/videos
Add correct domain to Wistia ([email protected] account)
Update Domain URL field in OP (remove www., http:// or https://)
Discount codes for $250 off start-up fee (they are case sensitive):
COW Lite for NLG
For brand new NLG agents the intent of the program is that National Life representative does the training to learn how to use the "lite" version of the Circle of Wealth®. And there is no referral credit offered since the price of the system to get started is greatly reduced.)
Because you are getting your training from National Life we are able to let you get started for only $50 per month (with no start-up fee) for the first six months. Then after the initial six month period is up, your subscription will upgrade to the full Circle of Wealth PRO version and you will pay $99 per month thereafter (again having no start-up fee).
To manually set someone's branding...
1) Set the appropriate branding code flag in the "Branding Code" field of their OP contact record (Contact Info page, Serial Info block, middle column)
blank = moneytrax
securian = Securian
natlifegrp = National Life Group
simplicity = Simplicity
COW Lite for NLG = cowlitenlg
Fairway Mortgage = fairway
2) Notify the licensing server by applying the OP Sequence: ZAPI: PINGURL: Set Branding Code
Buddy Referral Coupons
Existing Store Credit