The TurboTax call flow is designed to follow
the IDEAL Model
the TurboTax AnswerXchange
the Intuit Code of Conduct and Ethics
A PIR statement is given to the customer after
you have completed the resolution phase of your call.
the customer states their issue(s) whether it is at the beginning of the call or later in the call.
during the closing portion of the call.
Which of the following statements below is not a PIR statement?
"I'd be glad to help you with that...."
"I am committed to solving your problem today."
" I need to check my resources....."
It is not necessary for you to follow a call flow while resolving a customer issue.
It is not necessary to follow PII protocols when gathering the customer data.
Slang words and jargon are acceptable in your conversation with the customer.
Customers don't understand terms such as Tier 2, IC Client, EFE, or QBN.
Which of the following statements is an example of setting customer expectations
I'm glad I was able to resolve your issues today.
It was a pleasure speaking with you today. Thank you for choosing TurboTax.
Mr. Customer, I need to check my additional resources. You may hear moments of silence but I am here….just give me a shout out if you need me. I will check back in with you if my research takes more than 2 -3 minutes. Is that okay with you?
It is not necessary to mention the recap email and survey on all calls, except for transfers.
In the survey portion of the call, you can ask the customer to give you a 9 or a 10 because you did such an awesome job resolving their issue.
If the customer does not think you resolved their issue, you would
thank them for using TurboTax and hangup.
find out what additional questions or issues the customer has and, with positive framing, help the customer feel more satisfied with our product and services.
transfer the call to Tier 2
Documenting the call can be done at any time during or after the call.
Paraphrasing the customer issue is a part of the IDEAL model.
Which of the following should be included in your conversation with the customer
Please, thank you, and may I
Um, uh-uh, yep, and nope
Sorry, but I can't help you with that.
An examples of an empathy statement is
You shouldn't have done that, now your return is really messed up
You should have called us sooner
“I am sorry for the frustration this created for you…”