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Background: Occasionally, an irate customer may request to speak with leadership or require special handling for their complaint or concern. This SOP outlines the procedures for these situations to ensure effective and professional management.

...

  • Protocol Adherence: Follow the specific steps outlined in this SOP to ensure proper escalation and resolution. You are truly the best source to help each unique customer interaction.

Process:

Note

If you are a Back Office Support Agent handling an email from a customer providing supporting documentation for an escalated case (Click Here)

Step

Event/Action

IF

Then

1

  • Is the customer upset/refusing assistance and requesting a lead or supervisor and/or does the customer’s concern qualify for additional review by a resolution specialist?

Info

Click Here to determine if it qualifies for additional review or not

Warning

We never OFFER to escalate unless they ask for a situation to be escalated.

YES:

NO:

  • Follow the appropriate SOP/Process and Stop

2

  • Is there any open case related with this complaint?

YES

If the case HAS BEEN UPDATEDhas been updated

  • Provide any existing updates to the customer

If

the customer is satisfied with

the

update provided then; Stop Here

  • If the customer still requesting escalation then; Tag the case Owner in the case feed asking to please contact the customer back with new updates

    • Let the customer know that you have submitted an internal request and that the case owner will be contacting them back as soon as possible within the next 24-48 Business Hours

    • If customer Agrees to wait; Stop Here

    • If customer Refuses to wait (Click Here)

    If the case HAS NOTcase has not been updated

    • Tag the Case Owner in the case Feed asking to please contact the customer back with new updates

    • Let the customer know that there is an open case and that the case owner will be contacting them back as soon as possible within the next 24-48 Business hours

    Info

    • If Customer agrees to wait; Stop Here

    • If Customer refuses to wait (Click Here)

    NO:

    • Ask the customer if they would allow us the opportunity to review the concern further and contact them with an update within 24-48 business hours

    Info

    • If Customer agrees to wait for a

    follow-up
    Here

    • here)

    • If Customer refuses to wait

    for a follow-up

    How to proceed If customer agrees to wait for a Follow up:

    Note

    If you are a Back Office Support Agent handling an email from a customer providing supporting documentation for an escalated case (Click Here)

    Step

    Action

    1

    • Agent must gather a detailed overview from the customer by asking the following questions

    CLICK HERE TO UNDERSTAND THE DETAILED OVERVIEW

    2

    • Once you have the detailed overview then Create a case in Salesforce

    (How to create a case in salesforce)

    Customer Request TypePrimary Reason:

    • Complaints

    Case Description:

    • Include the Detailed Overview of the call/interaction.

    • Include the installer/sales rep POV.

    • CXone recording or interaction ID.

    • Key Points of the interaction:

      • What type of escalated concern it is.

      • What red flags did you see when reviewing their concern?

      • What other items raised concern?

      • Does the voice in the welcome call match to your interaction with the homeowner?

      • Review the Certificate of Completion.

    3

    • Create a case assignment and assign to the Resolution Team and then Stop

    (How to create a Case Assignment)

    Panel
    panelIconIdatlassian-warning
    panelIcon:warning:
    bgColor#FFEBE6

    NOTE: If a Case Assignment to a Resolution Specialist is rejected or returned, the case owner should close the case, making sure to also change the Closed Reason to "Case Voided" before clicking "Save”

    		image-20250106-141331.pngImage Added

    How to proceed if customer refuses to wait for a Follow-Up:

    2

    Step

    Action

    IF

    Then

    1

    • Agent will check if a Tier 2 Escalation Agent is available under the “Phone-HO Tier 2” Transfer Skill

    Available:

    Agent will WARM TRANSFER to the “Phone-HO Tier 2” Skill and wait for 30 seconds to respond

    If they do NOT Answer:

    • Go to step 2

    If they Answer:

    • Provide all the details related with your interaction and once the Tier 2 Agent is ready; complete the transfer

    Unavailable:

    Go to Step 2

    Note

    DO NOT transfer the call if no Tier 2 Agent is available. The “Phone-HO Tier2” skill does NOT have voicemail capabilities, so if the call is transferred and no one answers, the call will be missed.

    • Attempt to connect the customer with a Resolution Lead

    Tip

    Check if they are available under the transfer skill

    Available:

    Agent will Warm Transfer to the “Resolution Lead” Skill and wait for 30 seconds to respond.

    Info

    Explain to the customer that you will transfer the call and if in case no one is available they will be prompted to leave a voicemail

    If they do NOT Answer:

    • Complete the transfer

    • Stop Here

    If they Answer:

    • Provide all the details related with your interaction and once the Tier 2 Resolution Lead Agent is ready; complete the transfer

    • Stop Here

    Unavailable:

    Info

    Explain to the customer that you will transfer the call and if in case no one is available they will be prompted to leave a voicemail

    • Complete the transfer

    • Stop Here

    Qualifiers for Additional Review

    (Go back To the Main Process)

    • Retained or contacted a lawyer/legal counsel

    • Slander

    • Fraudulent claims

    • Better Business Bureau complaint

    • Illegal actions

    • Social media complaint

    • Agreement violations

    • Unlicensed contractor

    • Falsified records

    • Foreclosure notice

    • Mischaracterization

    • Lien requests from creditors against installers or homeowners

    • Nonregistered company

    • Customer privacy concerns

    ...

    Step

    Action

    Reference

    1

    • You will gather and verify the following information from the Customer:

    • What is your Email Address?

    Info

    If they Don't have one then ask:

    • Did the Sales Rep create one for them?

    • Do they have access to the email address?

    • Was the email address created on the sales representative’s device or the homeowner’s personal device?

    If they provide you or say a different Email address than the one we have on file:

    • Did you ever have access to the email address on file?

    2

    Gather the following Information based on the customer’s concern

    Claiming Fraud

    • Did the sales representative promise the system would be free?

    • Did the homeowner ever receive the contract?

    • Continue asking the questions located in “Sales Representative”

    Info

    If they have supporting documentation (phone calls, text messages, screen shots, Emails, Etc) ; advise the customer to email it to “Support@myeverbright.com”

    Promises from the Installer

    • Has the system worked as intended/Is it currently operational?

    • Were you promised something outside of the contract?

    1. Was the promise verbal?

    2. Do they have documentation?

    Info

    If they have supporting documentation (phone calls, text messages, screen shots, Emails, Etc) ; advise the customer to email it to “Support@myeverbright.com” and attention to “Lead Resolution”

    Any promises made by the installer is the installer’s responsibility. Provide the customer with the installer’s contact information.

    If the installer have been unresponsive then follow the following SOP

    Sales Representative

    • Who did the sales representative say they worked for?

    • What did the sales representative tell them they were signing up for?

    • What did the sales representative tell you would happen afterward?

    • Have you had any other contact with the sales representative after they first came to your home?

      • Are you in contact with them?

    • Did the sales rep make an email for you?

      • If yes;

        • Did they give you the login info?

        • Did you ever have access to the email?

    Info

    If they have supporting documentation (phone calls, text messages, screen shots, Emails, Etc) ; advise the customer to email it to “Support@myeverbright.com”

    Contract

    • Do you remember receiving anything via email?

    • Do you remember reviewing any documentation on your device or the sales representative's device?

    • Did you receive a copy of your agreement?

      • Were you promised to receive it and never did?

    • Did the documentation you received seem off to you?

      • Did you realize it was a credit
        application or contract?

    • Do you remember answering any yes or no questions (completing welcome call) using your phone or the sales representative’s phone?

    System

    If it is related with utility bills do we want the lead res to handle it. or tier 2 If so instead of tagging in feed maybe create a task and set the task with the original interaction’s owner or res lead and include in the task note to please review it/ case vs task
    Info

    If they have supporting documentation (phone calls, text messages, screen shots, Emails, Etc) ; advise the customer to email it to “Support@myeverbright.com”

    System / Production

    • Has the system been installed?

    • Does the system cover your energy needs or are you still getting a high utility bill?
      [Check offset versus monitoring. Is the system making what was promised]

    Info

    If they have supporting documentation (such as their Utility Bills) advise the customer to email it to “Support@myeverbright.com”

    Credit Consent

    • Was the sales rep and/or installer physically present?

      • Ask the HO If they have the names of the parties present?

    • Did you receive the customer credit application via email and acknowledge it through your device?

    • Was the customer credit application clicked and acknowledged onsite via the installer/sales rep's mobile device?

    • What did the installer/sales rep advise on what would happen?

    • Was there anything that occurred that was not advised?

    • Was there anything confusing during the credit application?

    Closing the interaction

    Advice the customer : “We take your concerns seriously and we will be investigating your concerns. We also highly recommend you calling your installer and notifying them of your concerns. As we are partnered with your installer, but they do not work for Everbright.”

    If requested by the customer: Provide the Installer’s Information

    (Go back to “How To proceed if customer agrees to wait for a Follow Up”)

    Back Office Support Procedure:

    Step

    Action

    1

    If you are a back office support agent receiving an Email coming from a customer providing Supporting Documentation related with an existing case

    • Locate the Related Case in Sales Force

    • Upload the corresponding documentation into the case

    • Add a comment stating that supporting documentation has been attached

    image-20240917-200742.pngImage Added

    2

    • Once the Documentation has been uploaded; click on “Log a Task”

    image-20240917-201215.pngImage Added

    3

    Complete the following information accordingly:

    • Subject: Document Review

    • Assign to: Add the agent that owns the case

    • Name: The Customer’s Name

    • Relates To: The Case

    image-20240917-201744.pngImage Added

    4

    • Once Completed; click on “Save”

    image-20240917-202220.pngImage Added