Finance Explainer Sheet
PROBLEM
Customer Service reps had taken many calls from frustrated new clients who were upset because sales reps in the field didn't make them completely aware of some of the details of how the service worked. They needed to be better informed of how this financing process works.
SOLUTION
I talked with a sales rep and the customer service manager to figure out what clients didn't know and where the communication gaps were. Based on that information, I put together this info sheet that sales reps could hand new or potential clients in order to make sure they were informed, reducing the amount of frustrated calls to customer service.
I also created an FAQ section on the website with similar information.