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MM slash DD slash YYYY
LAST THING SAID FROM SALES MANUAL
ONCE EVERYTHING IS IN THE PROSELECT CART, AND THE ORDER IS COMPLETE AND AGREED ON, SAY THIS:
It will just take Jeannie a few moments to write this up and get everything typed in the computer.
Jeannie, could you go ahead and do that?
Let me know when you are finished.
ORDERING SESSION - INVOICE, COLLECTING PAYMENT, ETC.
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CHECK the appropriate option below so the correct fields will show in the form!
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This is a SHORT CHEAT SHEET. For DETAILS, go below to COMPLETE THE PROSELECT ORDER.
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This is a SHORT CHEAT SHEET. For DETAILS, go below to COMPLETE THE PROSELECT ORDER.
STUDIO'S ORDERING SESSION ZOOM LINK - https://bit.ly/32cihAc
NOTE: USE THE ACUITY LINK THAT IS INSIDE THE GOOGLE CALENDAR APPOINTMENT FOR THE CLIENT'S ORDERING SESSION
COMPLETE THE PROSELECT CART/INVOICE
JEANNIE - TELL CLIENT THE TOTAL, DISCUSS PAYMENT OPTIONS & COLLECT PAYMENT
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GIVE CLIENT A VERBAL CHOICE OF HOW TO PAY THE INVOICE.
So the total of your order comes to $$$. Just so you know, we are also going to email you a copy.
Our preferred method of payment is Cash or Check. So MELIO, VENMO or ZELLE would work. In fact, you save 3.5% by doing so.
(Then SHUT UP, so hopefully they will pay by CASH/MELIO/VENMO/ZELLE or CHECK.)
(ALLOW FOR RESPONSE)
IF THEY DO FULLY PAY BY CASH/MELIO/VENMO/ZELLE OR CHECK, REMOVE THE 3.5% AMOUNT FROM THE PROSELECT INVOICE, AND SAY:
Your new total, saving you 3.5%, is $$$.
THEN REFER TO THE SECTIONS BELOW FOR INSTRUCTIONS ON WHAT TO DO WITH EACH PAYMENT CHOICE!
IF THEY DO NOT WANT TO PAY BY CASH/MELIO/VENMO/ZELLE OR CHECK, SAY:
We do accept Visa, MasterCard, AMEX. Discover. Which card would you like to use?
(ALLOW FOR RESPONSE.)
THEN REFER TO THE SECTIONS BELOW FOR INSTRUCTIONS ON WHAT TO DO WITH EACH PAYMENT CHOICE!
IF THERE IS HESITATION ON PAYING THE FULL AMOUNT OR THEY SEEM TO WANT A PAYMENT PLAN, SKIP DOWN TO THE "PAYMENT CHOICE - LAYAWAY PLAN" SECTION OF THIS FORM.
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GIVE CLIENT A VERBAL CHOICE OF HOW TO PAY THE INVOICE.
So the total of your order comes to $$$. Just so you know, we are also going to email you a copy.
Our preferred method of payment is CASH. So MELIO, VENMO or ZELLE would work. In fact, you save 3.5% by doing so.
(Then SHUT UP, so hopefully they will pay by CASH via MELIO, VENMO or ZELLE.)
(ALLOW FOR RESPONSE)
IF THEY DO WANT TO FULLY PAY BY CASH/MELIO/VENMO/ZELLE, REMOVE THE 3.5% AMOUNT FROM THE PROSELECT INVOICE, AND SAY:
Your new total, saving you 3.5%, is $$$.
THEN REFER TO THE SECTIONS BELOW FOR INSTRUCTIONS ON WHAT TO DO WITH EACH PAYMENT CHOICE!
IF THEY DO NOT WANT TO PAY BY CASH/VENMO/ZELLE, SAY:
We do accept Visa, MasterCard, AMEX, Discover. Which card would you like to use?
(ALLOW FOR RESPONSE.)
THEN REFER TO THE SECTIONS BELOW FOR INSTRUCTIONS ON WHAT TO DO WITH EACH PAYMENT CHOICE!
IF THERE IS HESITATION ON PAYING THE FULL AMOUNT OR THEY SEEM TO WANT A PAYMENT PLAN, SKIP DOWN TO THE "PAYMENT CHOICE - LAYAWAY PLAN" SECTION OF THIS FORM.
JEANNIE - PRESENT THE INVOICE TOTAL
Great.
SAY WHAT IT IS (EMOTIONAL WORDING)
SAY WHERE IT GOES
SAY RETAIL PRICE
SAY ANYTHING DEDUCTED
SAY THAT COMES TO $$$$
GO THROUGH ALL THE WALL ART
THEN MOVE ON TO OTHER PRODUCTS
DON'T GO INTO SHIPPING OR PROCESSING FEES
THEN SAY THE FINAL TOTAL
EXAMPLE - LIMITED EDITION INVOICE REVIEW
So the way that it comes out is the I WANT IT ALL TWO COLLECTION is 5750.
We're adding on the matte finish for $189.50.
And then upgrading to high resolution for $295.
And the color and the black and white, Digital's are included with that.
And then we add on tax,
and we take off your deposit of $100,
your project credit of $100.
So your total then comes to $6,576.90.
Did you want to pay in full or did you want to hear more about the installment options?
EXAMPLE REGULAR INVOICE
So the way that it comes out is
You chose a gorgeous family portrait STATEMENT COLLECTION in the LEGACY MASTERPIECE (or LEGACY SIGNATURE, or DESIGNER STEEL, etc.), and has 5 portraits, the family portrait in the center and it's surrounded by 4 portraits of your children (or child with parent, etc.)
That is going to look amazing in your home! (over your living room couch, etc.)
It was originally $8500
After applying your $2,000 WALL ART CREDIT
that comes to $6500.
We have the triptych COMPANION COLLECTION in the XXX FINISH.
That's going to go in (the hallway/Master Bedroom/etc.)
After applying your 50% OFF add-on bonus
that comes to XXXXX.
You also chose the Portrait Box/Album (whatever they chose) in our LEGACY/DESIGNER line. I know you're going to love having that Portrait Box and showing off those portraits!
IF THEY PREPAID:
You prepaid $3500, so you have THREE bonus products, and you chose STEEL/ICE for those.
I've applied your
prepayment,
your $2000 COLLECTION spending credit,
Each addition Wall Art piece was 50% off
and the Album/Portrait Box was also 50% off.
Am I missing anything?
(ALLOW FOR RESPONSE)
Okay. So the total of your order and the balance due today comes to $$$.
MINDY - DISCUSS PAYMENT OPTIONS & COLLECT PAYMENT
MINDY - DISCUSS PAYMENT OPTIONS
Okay. So the total of your order and the balance due today comes to $$$.
PAUSE FOR REACTION, listen for the reaction after that
(And if there is no reaction, I'm not going to just let this be silent in the room)
Did you want to pay in full or did you want to hear more about the installment options?
Just so you know, we are also going to email you a copy of this, too.
(ALLOW FOR RESPONSE)
IF THE HUSBAND AND WIFE ARE IN TWO DIFFERENT ZOOM LOCATIONS, BE SURE TO ASK THEM THE QUESTION:
I WANT TO MAKE SURE YOU ARE BOTH IN AGREEMENT
- MARY, THE INVOICE IS THIS MUCH - ARE YOU GOOD WITH THAT?
JACK, ARE YOU GOOD WITH THAT?
(ALLOW FOR RESPONSE.(
Great. So let me tell you what happens next.
Orders are final and cannot be changed or canceled.
Once we end this zoom, there are no changes, edits or cancellations to the order. That's why I That's why I asked you if you loved them.
You guys both good with that?
(ALLOW FOR RESPONSE.)
ONCE EVERYTHING IS IN THE PROSELECT CART, AND THE ORDER IS COMPLETE AND AGREED ON, SAY THIS:
GIVE CLIENT A VERBAL CHOICE OF HOW TO PAY THE INVOICE.
Our preferred method of payment is CASH -
So MELIO, VENMO or ZELLE would work.
IF IT'S IN-PERSON: We also accept a CHECK.
In fact, you save 3.5% by doing so.
(Then SHUT UP, so hopefully they will pay by CASH via MELIO, VENMO or ZELLE.)
(ALLOW FOR RESPONSE)
If they say YES to CASH OR CHECK, THEN REFER TO THE "PAYMENT CHOICES" SECTION BELOW FOR INSTRUCTIONS ON WHAT TO DO WITH EACH PAYMENT CHOICE!
IF THEY DO NOT WANT TO PAY BY CASH/VENMO/ZELLE, SAY:
We do accept Visa, MasterCard, AMEX, Discover - one of the benefits of that, is that you will get your portraits sooner. Which card would you like to use?
(ALLOW FOR RESPONSE.)
THEN REFER TO THE SECTIONS BELOW FOR INSTRUCTIONS ON WHAT TO DO WITH EACH PAYMENT CHOICE!
IF THERE IS HESITATION ON PAYING THE FULL AMOUNT OR THEY SEEM TO WANT A PAYMENT PLAN, SKIP DOWN TO "PAYMENT CHOICES" and "PAYMENT CHOICE - LAYAWAY PLAN".
NOTE: IF THEY ARE USING CASH FOR THE DOWN PAYMENT BUT ARE DOING LAYAWAY FOR THE REST, REFER TO "LAYAWAY PLAN" BELOW.
IF THEY DO WANT TO FULLY PAY BY CASH, REMOVE THE 3.5% AMOUNT FROM THE INVOICE!
In the Cart, click on the CC Processing Fee (3.5%) line item, and then click on the DELETE button.
When it asks if you want to delete the 1 selected line item, click on YES.
TO CLIENT, SAY THIS:
Your new total, saving you 3.5%, is $$$.
SAY THIS AS YOU ARE TAKING PAYMENT TO HELP PREVENT BUYERS REMORSE:
I think it’s AMAZING that you’re doing this for your family! I'll email your receipt.
NEXT, MOVE ON TO THE "COMPLETE & SUBMIT THE ORDERING SESSION PAYMENT FORM" SECTION OF THIS FORM.
NOTE: IF THEY ARE USING MELO FOR THE DOWN PAYMENT BUT ARE DOING LAYAWAY FOR THE REST, REFER TO "LAYAWAY PLAN" BELOW.
IF THEY DO WANT TO FULLY PAY BY MELIO, REMOVE THE 3.5% AMOUNT FROM THE INVOICE!
In the Cart, click on the CC Processing Fee (3.5%) line item, and then click on the DELETE button.
When it asks if you want to delete the 1 selected line item, click on YES.
TO CLIENT, SAY THIS:
Your new total, saving you 3.5%, is $$$.
SAY THIS AS YOU ARE TAKING PAYMENT TO HELP PREVENT BUYERS REMORSE:
I think it’s AMAZING that you’re doing this for your family! I'll email your receipt.
To take CASH through MELIO, say this
You can pay using a bank transfer, a credit card or a debit card through Melio. IF you use a bank transfer, there is NO FEE.
For MELIO, PASTE this link into the ZOOM chat window to have the clients use it to pay:
https://app.meliopayments.com/meliome/pay/everafterportraits
FOR MELIO PAYMENTS, in the ZOOM CHAT, paste
AMOUNT DUE
and
INVOICE (YEAR/MONTH/DAY_CLIENT NAME) .
Example: $2,305.57, 2022/10/11_JONES FAMILY.
WHEN you take the MELIO, to CONFIRM PAYMENT, say this:
Once you've made the payment through MELIO, please TAKE A SCREENSHOT of your confirmation screen, showing your payment went through and TEXT IT TO ME at 571.434.0009. Thank you so much!
CHECK JUSTCALL SMS UNDER "MAIN PHONE NUMBER" FOR THAT SCREENSHOT.
NEXT, MOVE ON TO THE "COMPLETE & SUBMIT THE ORDERING SESSION PAYMENT FORM" SECTION OF THIS FORM.
NOTE: IF THEY ARE USING VENMO FOR THE DOWN PAYMENT BUT ARE DOING LAYAWAY FOR THE REST, REFER TO "LAYAWAY PLAN" BELOW.
IF THEY DO WANT TO FULLY PAY BY VENMO, REMOVE THE 3.5% AMOUNT FROM THE INVOICE!
In the Cart, click on the CC Processing Fee (3.5%) line item, and then click on the DELETE button.
When it asks if you want to delete the 1 selected line item, click on YES.
TO CLIENT, SAY THIS:
Your new total, saving you 3.5%, is $$$.
SAY THIS AS YOU ARE TAKING PAYMENT TO HELP PREVENT BUYERS REMORSE:
I think it’s AMAZING that you’re doing this for your family! I'll email your receipt.
To take CASH through VENMO, say this:
If you'd like to pay using VENMO, here is the email address or phone number to use
For VENMO, PASTE this into the ZOOM chat window:
@Mindy-Belcher-1 OR 7035010777
FOR VENMO PAYMENTS, in the ZOOM CHAT, paste
AMOUNT DUE
and
INVOICE (YEAR/MONTH/DAY_CLIENT NAME) .
Example: $2,305.57, 2022/10/11_JONES FAMILY.
WHEN you take the VENMO, to CONFIRM PAYMENT, say this:
Once you've made the payment through VENMO, please TAKE A SCREENSHOT of your confirmation screen, showing your payment went through and TEXT IT TO ME at 571.434.0009. Thank you so much!
CHECK JUSTCALL SMS UNDER "MAIN PHONE NUMBER" FOR THAT SCREENSHOT.
NEXT, MOVE ON TO THE "COMPLETE & SUBMIT THE ORDERING SESSION PAYMENT FORM" SECTION OF THIS FORM.
NOTE: IF THEY ARE USING ZELLE FOR THE DOWN PAYMENT BUT ARE DOING LAYAWAY FOR THE REST, REFER TO "LAYAWAY PLAN" BELOW.
IF THEY DO WANT TO FULLY PAY BY ZELLE, REMOVE THE 3.5% AMOUNT FROM THE INVOICE!
In the Cart, click on the CC Processing Fee (3.5%) line item, and then click on the DELETE button.
When it asks if you want to delete the 1 selected line item, click on YES.
TO CLIENT, SAY THIS:
Your new total, saving you 3.5%, is $$$.
SAY THIS AS YOU ARE TAKING PAYMENT TO HELP PREVENT BUYERS REMORSE:
I think it’s AMAZING that you’re doing this for your family! I'll email your receipt.
To take CASH through ZELLE, say this:
If you'd like to pay using ZELLE, here is the email address or phone number to use.
For ZELLE, PASTE this into the ZOOM chat window:
[email protected] OR 7035010777
FOR ZELLE PAYMENTS, in the ZOOM CHAT, paste
AMOUNT DUE
and
INVOICE (YEAR/MONTH/DAY_CLIENT NAME) .
Example: $2,305.57, 2022/10/11_JONES FAMILY.
WHEN you take the ZELLE, to CONFIRM PAYMENT, say this:
Once you've made the payment through ZELLE, please TAKE A SCREENSHOT of your confirmation screen, showing your payment went through and TEXT IT TO ME at 571.434.0009. Thank you so much!
CHECK JUSTCALL SMS UNDER "MAIN PHONE NUMBER" FOR THAT SCREENSHOT.
NEXT, MOVE ON TO THE "COMPLETE & SUBMIT THE ORDERING SESSION PAYMENT FORM" SECTION OF THIS FORM.
NOTE: IF THEY ARE USING A CHECK FOR THE DOWN PAYMENT BUT ARE DOING LAYAWAY FOR THE REST, REFER TO "LAYAWAY PLAN" BELOW.
IF THEY DO WANT TO FULLY PAY BY CHECK, REMOVE THE 3.5% AMOUNT FROM THE INVOICE!
In the Cart, click on the CC Processing Fee (3.5%) line item, and then click on the DELETE button.
When it asks if you want to delete the 1 selected line item, click on YES.
TO CLIENT, SAY THIS:
Your new total, saving you 3.5%, is $$$.
Take the CHECK.
SAY THIS AS YOU ARE TAKING PAYMENT TO HELP PREVENT BUYERS REMORSE:
I think it’s AMAZING that you’re doing this for your family! I'll email your receipt.
NEXT, MOVE ON TO THE "COMPLETE & SUBMIT THE ORDERING SESSION PAYMENT FORM" SECTION OF THIS FORM.
NOTE: IF THEY ARE USING A CREDIT CARD FOR THE DOWN PAYMENT BUT ARE DOING LAYAWAY FOR THE REST, REFER TO "PAYMENT CHOICE - LAYAWAY PLAN" BELOW.
IF THEY ARE PAYING IN FULL WITH A CREDIT CARD,
SAY THIS AS YOU ARE TAKING PAYMENT TO HELP PREVENT BUYERS REMORSE:
Listen, we'd love to help you get these sooner. If you have a card, we're happy to put this on it.
I think it’s AMAZING that you’re doing this for your family!
NEXT, MOVE ON TO THE "COMPLETE & SUBMIT THE ORDERING SESSION PAYMENT FORM" SECTION OF THIS FORM.
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NOTE: IF THEY ARE USING A CREDIT CARD FOR THE DOWN PAYMENT BUT ARE DOING LAYAWAY FOR THE REST, REFER TO "PAYMENT CHOICE - LAYAWAY PLAN" BELOW.
PAYMENT CHOICE - OFFER CHOICE OF AFFIRM OR A LAYAWAY PLAN
OFFER A CHOICE OF AFFIRM OR A PLAN. SAY THIS:
If it helps you breathe, I do have two payment plans - We have two different ways to do it
But I'm gonna ask you, do you shop on Amazon?
(ALLOW FOR RESPONSE)
Yeah at night I'm shopping and my husband is saying "what did you buy?"
Do you know when you add to the cart, there are two options. One says "with credit card" and the other one, says "AFFIRM." Are you familiar with that?
(ALLOW FOR RESPONSE) - (Some will even say they have the APP)
It's all over. Affirm is the biggest one - and Amazon works with them. And WE work with them too.
If you go with Affirm, you can pick your own payment plan. They have options, and you pick the best one for you.
It's super easy and takes less than 2 minutes.
The advantage to you is that your order is shipped as soon as it's ready, so you will get it right away - and you pay however YOU set it up with Affirm.
The second option, if you don't like what you get from Affirm, is you can do our LAYAWAY PLAN.
The way that works is you pay a down payment TODAY - and when you pay the last payment, then the order will ship.
Really, what it comes down to is how soon you want it.
Why don't I send you an AFFIRM link, so you can see what options are and we'll go from there?
Affirm will come back privately to you with the number of payments and interest options. It could offer interest-free choices and also choices with interest, and then you get to choose what works best for you.
There are no prepayment penalties if you pay it off early.
It might give you the option to autopay but it's not required.
(ALLOW FOR RESPONSE)
(SEND THEM THE LINK.)
IF THEY CHOOSE THIS AFFIRM OPTION, FOLLOW THE "AFFIRM PROCESS STEP BY STEP" BELOW AND SEND THEM THE LINK THROUGH THE ZOOM CHAT or JUSTCALL.
(They will be asked to enter name, mobile phone number, and address They will check and see what their options are.
WHEN YOU SEND THE LINK, SAY THIS:
Now, when you enter your name be sure to use your name as it's shown on a government-issued ID. Let me work that up and send you that link.
WATCH FOR ONE THING: if the CLIENT says, "There is nothing available for us," then say:
What do you mean by nothing available for you guys? Can I see it?
(Have them turn the phone so you can see the front) (is it saying that there is NO AVAILABILITY or is it saying that they have to pay a LARGE DOWNPAYMENT. So if the link is for a total of 4,000 and it comes back to them that they have to pay $1,000 today, that means they are qualified up to $3,000.)
(BREAK UP the down payment with HALF TODAY and then the other half within 30 days by saying:
Can we take a down payment today of HALF?
And then can you take care of OTHER HALF within the next 30 days?
(Just make sure that the dates don't overlap or they will be paying you and AFFIRM.
ELENA: Sometimes they will let them space out the down payment, too - BUT make sure client understands there will be two payments.)
MAKE A NEW AFFIRM LINK for the $3,000 and send it, get approval.
Take the $500 down payment.
Set up the other $500 payment for a date,get the card.
IF THEY NEED TO HAVE OUR LAYAWAY PLAN. SAY THIS:
Let me tell you about our LAYAWAY PAYMENT PLAN.
(ALLOW FOR RESPONSE)
It's just between you and me - no credit check.
I'm just going to take a card - and you and I decide how much each month you're going to pay on that card.
It's going to be a set amount, and it will be automatic.
And then, just like any other layaway plan, when that's all paid for, your portraits will be delivered.
Does that work for you?
(ALLOW FOR RESPONSE.)
IF THEY WANT LAYAWAY, say this:
How much would you like to put down today?
LET THEM REPLY! They may say “half." BUT they MUST put at least 25% down.
VERY IMPORTANT: IF THEY WANT TO PUT DOWN LESS THAN 25%, SAY THIS:
Thank you for letting me know that - we DO like to do 25% down. That would be $$$$ today.
(ALLOW FOR RESPONSE.)
Okay. So you’re paying $$$$ today. How many payments would you like to break the rest up into? I would say most people would like to have their products within 3 to 6 months - to do that, we can break it up into 3, 4, 5 monthly payments. Which would you prefer?
HOPEFULLY, THEY’LL SAY 2 OR 3 OR SOMETHING SHORT-TERM.
(ALLOW FOR RESPONSE)
We don’t charge interest for our layaway plan - but we do have a processing fee, just so you know. And we do ask that you provide TWO credit cards for payment plans, a Primary and a Secondary.
The Secondary Card will ONLY be charged if the Primary card is declined for some reason.
(ALLOW FOR RESPONSE)
Great!
SAY THIS AS YOU ARE TAKING PAYMENT TO HELP PREVENT BUYERS REMORSE:
I think it’s AMAZING that you’re doing this for your family!
NEXT, MOVE ON TO THE "COMPLETE & SUBMIT THE ORDERING SESSION PAYMENT FORM" SECTION OF THIS FORM.
PAYMENT CHOICE - AFFIRM, STEP BY STEP PROCESS INSTRUCTIONS
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WORDING WE WILL USE TO OFFER AFFIRM FINANCING TO A CLIENT:
Our IN-HOUSE FINANCING PLAN is through AFFIRM which is part of Stripe.
It's super easy and takes less than 2 minutes.
I will give you a link and you enter your name, your mobile phone number, and your address
and then Affirm will come back privately to you with the number of payments and interest options. It could offer interest free choices and also choices with interest, and then you get to choose what works best for you.
There are no prepayment penalties if you pay it off early.
It might give you the option to autopay but it's not required.
Would you like to use our in-house financing?
IF THEY SAY YES, SAY THIS:
Great! Now, when you enter your name be sure to use your name as it's shown on a government-issued ID. Let me work that up and send you that link.
IF THEY CHOOSE THIS IN-HOUSE FINANCING OPTION, FOLLOW THE "AFFIRM PROCESS STEP BY STEP" BELOW AND SEND THEM THE LINK THROUGH THE ZOOM CHAT.
AFFIRM LINK
https://dashboard.stripe.com/dashboard
TALK THEM THROUGH THE BEGINNING OF THE PROCESS:
Click on the link to open it. Did it open for you?
(ALLOW FOR RESPONSE)
Great! Now under PAYMENT METHOD, you may see a "CARD" tab and an "AFFIRM" tab. Be sure to click on the AFFIRM tab. That's the in-house financing.
You'll then put in your email, your name, mobile phone number, and address, and then continue on with it.
Let me know if you have any questions.
ALLOW THEM TO COMPLETE THE PROCESS AND CHOOSE A PAYMENT OPTION
IF THEY ARE APPROVED BY AFFIRM AND IT GOES THROUGH ON AFFIRM, SAY THIS:
By the way, the best way to manage it is to download the Affirm app - that way you can manage everything there.
IF THEY ARE APPROVED AND USING FINANCING THROUGH AFFIRM, AND THEY PURCHASED A PORTRAIT BOX, SAY THIS:
So just so you know, your Portrait Box will probably be delivered before anything else. Your portraits will come separately.
INTERNAL NOTE:
DROPSHIP their portrait box.
IF THEY ARE IN PERSON - GIVE THEM A box or Portrait Light and send that home with clients.
1. CAN'T VERIFY IDENTITY OR THEY ARE NOT ELIBIGLE:
If you/they receive the message from Affirm that they can't verify someone's identity and/or they are not eligible:
A. RECHECK that the name on the Affirm form is exactly the same as their government issued ID - resubmit if it is different.
B. Make sure their phone number matches the phone number they used to apply
C. Submit using the name of the spouse.
2. APPROVED FOR A LESSER AMOUNT:
(What I love about it is that if they are denied but approved for a lower amount it will tell them. Which opens the opportunity for cash down and finance the rest or rework the work to meet their spending level.)
IF THEY SAY "I was approved for a lower amount": If client applies for an amount and the amount is conditional upon them paying "X" amount today, then whatever amount they are being asked to put down is the amount they WERE NOT approved for.
FOR EXAMPLE, if the Client's invoice came to $3500 and you submitted that as the "Product price" into the Affirm Payment Link,
and then Affirm comes back to the Client and approves only $2,000 and says that the Client is approved based on them paying $1500 today on a card, and the Client DOES NOT want to do that,
YOUR NEXT STEP IS TO SAY THIS:
Awesome! Affirm is going to take care of $2000, so you only have $1500 left to pay on your invoice.
Give me a moment to redo the Payment Link for you so Affirm will take care of the $2000.
Then we'll put the rest on Layaway! How does that sound?
(ALLOW FOR RESPONSE.)
Great - I'll just make that link for you.
MAKE A NEW AFFIRM PRODUCT PAYMENT LINK FOR CLIENT FOR THE $2000 AMOUNT, AND SEND IT TO CLIENT.
ONCE THEY HAVE GONE THROUGH AND ACCEPTED THAT THROUGH AFFIRM, SAY THIS:
For the remaining balance of $1500, you can break it up with a LAYAWAY plan. Typically we do 3 equal monthly payments, or would 4 payments work better for you?
REFER TO "PAYMENT CHOICE - LAYAWAY PLAN" SECTION ABOVE FOR DETAILS ON WHAT TO DO.
NOTE: IN THIS CASE, THE $2000 FROM AFFIRM IS THE "DOWN PAYMENT" FOR THE LAYAWAY PLAN.
3. IF THEY SAY "I was DENIED completely,":
REFER BACK TO THE A, B, C STEPS ABOVE.
IF THEY ARE STILL DENIED, SAY THIS:
I understand. Let's work out a layaway payment plan that works for you.
REFER TO THE "PAYMENT CHOICE - LAYAWAY PLAN" SECTION ABOVE.
COMPLETE & SUBMIT THE ORDERING SESSION PAYMENT FORM
THANK THE CLIENT
AFTER THE PAYMENT HAS BEEN MADE, SAY THIS:
Great! You will get an EMAILED RECEIPT for that.
First off, THANK YOU, (name). I know this was an investment for you.
It makes a difference to me too.
This is how we live, and this is how we pay our team.
I really, really appreciate it.
So let's just REVIEW YOUR ORDER quickly.
Jeannie, could you do that?
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IF WE ARE GIVING THEM A "PORTRAIT RENEWAL," MENTION IT NOW AND ADD IT TO THE CART.
IN GENERAL, WITH LOVE/SPECIAL EVENT CLIENTS DO NOT RECEIVE A PORTRAIT RENEWAL.
GUARANTEE AND NON-CANCELLATION POLICY
GUARANTEE AND NON-CANCELLATION POLICY, SAY THIS
This is a CUSTOM Portrait Order, and we are going to start work on your portraits IMMEDIATELY.
All work is 100% GUARANTEED and the Studio will do any correction necessary until you are completely satisfied.
This is a FINAL and CUSTOM order that CANNOT be REFUNDED, CANCELLED, REDUCED or CHANGED.
IF ON ZOOM, ADD THIS:
So there are no misunderstandings, that's one reason all Zoom ordering sessions are recorded.
All good with that?
(ALLOW FOR RESPONSE)
Great! Next, I need to get you to SIGN OUR AGREEMENT.
We need to first verify some information.
Jeannie, could you do that?
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ORDERING SESSION AGREEMENT - GET CLIENT'S SIGNATURE
You will ALWAYS print a PDF version of the Proselect Invoice.
BUT if ORDERING SESSION is IN PERSON, also print a HARD COPY for the Client to sign.
THIS REFERS TO THE "ORDERING SESSION AGREEMENT" FORM.
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ADDRESS BUYER'S REMORSE, AFTER ORDERING SESSION AGREEMENT IS SIGNED and SUBMITTED
XXX, you've just done something incredibly meaningful for your family! How do you feel?
(ALLOW FOR RESPONSE, Give them a chance to voice any hesitation)
I know that this might be more than you first intended to spend.
You know, portraits like these are the kind of thing people run into burning buildings for!
And if I came back in 5/10/20 years and said "Here's your money. I'm going to buy this back from you and take all the joy and connection you've gotten from this with me," you'd say, "OVER MY DEAD BODY!"
Just remember what an incredible gift this is for your children and how great an impact it is going to have on them!
Are you comfortable, happy with all of your choices today?
(ALLOW FOR RESPONSE - IT SHOULD BE POSITIVE)
I'm so glad!
As we said previously, orders are sent off right away, and because of that they can't be changed or cancelled. Cool?
(YES)
Any other questions for me?
(ALLOW FOR RESPONSE)
Fantastic! Thank you so much!
PREP CLIENT FOR QUICK RETOUCH APPROVAL
So let me tell you what's going to happen next.
Now, remember, Everything gets our SIGNATURE RETOUCHING but we also have ARTIST LEVEL MASTER RETOUCHING for WALL ART portraits.
And even when I do payment plans, we immediately send everything out to our artist. What we really need from you is a QUICK APPROVAL.
We will give you a projected delivery date - and here is the most important part - it is based on retouching being approved within 24 hours. If you take longer than that, it will push your delivery date out.
Typically getting everything retouched and approved takes less than two weeks, and then from your final approval allow 3 weeks for production and delivery.
ADD THIS FOR PAINTED/DESIGNED PRODUCTS:
Your order includes painted/designed products, add an additional two weeks for that process.
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THIS DOES NOT APPLY TO WITH LOVE/SPECIAL EVENT PORTRAIT SESSIONS.
All REGULAR clients who purchase Legacy or Designer Wall Art get a JOURNALING KIT.
LEGACY and DESIGNER Wall Art get Certificates of Authenticity.
There will be Certificates of Authenticity for each LEGACY/DESIGNER Portrait. The certificates have Mindy's signature.
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All REGULAR clients who purchase Wall Art get a JOURNALING KIT.
LEGACY and DESIGNER Wall Art get Certificates of Authenticity.
There will be Certificates of Authenticity for each LEGACY/DESIGNER Portrait. The certificates have Mindy's signature.
TESTIMONIAL QUESTIONS
You guys know we are a small, family owned business and we have chosen to be low volume so we can give the best service.
So while Jeannie is finishing up the last bit of the paperwork, can I just ask: How do you feel about the experience you have had with US?
(ALLOW FOR RESPONSE.)
I'm just curious and you don't HAVE to answer...but could I ask just three quick questions? It will only take a minute....that would be so valuable to us...would that be okay?
(ALLOW FOR RESPONSE.)
1. What was your biggest fear BEFORE hiring us? Did it come true, and if not, what happened instead?
(ALLOW FOR RESPONSE.)
2. What, specifically, was your favorite part of your experience with us and why?
(ALLOW FOR RESPONSE.)
3. If you were to recommend us to your best friend, what would you say?
(ALLOW FOR RESPONSE.)
4. Is there anything else you'd like to add...
(ALLOW FOR RESPONSE.)
OMG, I so appreciate you sharing all of that with me...
I wanted to ask - would you be willing to help others know what we do? Would you feel comfortable recommending us?
(ALLOW FOR RESPONSE)
What I would like to do is make that easy for you ...since we are on zoom, if we send what you just said back to you would you be willing to post them as a 5 star review?...Would you be okay with that?
(ALLOW FOR RESPONSE.)
Okay, cool, I will be sure to do that. Like I said, as a small family owned business, 5 star reviews really mean the world to us. I appreciate that you would take the time to do that.
So, do you have any questions or concerns?
(ALLOW FOR RESPONSE.)
(if they have any, thank them and tell them, We will definitely make a note of that and use it to update our process.)
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(DON'T ASK ALL OF THESE QUESTIONS...
CHOOSE 4-6 quetions and then skip to the end in bold)
As you know, we are a small, family owned business and we have chosen to be low volume so we can give clients the best service.
Can I just ask: How do you feel about the experience you have had with US?
(ALLOW FOR RESPONSE.)
I'm just curious and you don't have to answer...but I would love to pick your brain with just FOUR questions and get some feedback about your experience with us...that would be so valuable to us...would that be okay?
(ALLOW FOR RESPONSE.)
1. When you realized you wanted portraits, what things did you have concerns about...maybe things you are unsure about...
(ALLOW FOR RESPONSE.)
2. What was it that made you decide to choose Ever After Portraits...
(ALLOW FOR RESPONSE.)
3. So I'd love to know what you loved the most about working with Ever After...
(ALLOW FOR RESPONSE.)
4. I would LOVE to know...for you, did the Ever After experience feel like a DIFFERENT experience from your past family photography sessions...
(ALLOW FOR RESPONSE.)
5. The phone calls...can I get your thoughts on how the phone calls enhanced the experience for you...
(ALLOW FOR RESPONSE.)
6. For you, in what ways was the Ever After experience MORE than just a photo session...
(ALLOW FOR RESPONSE.)
7. During the Ordering Session, technology let you see exactly how your portraits will live on your walls. What value did being able to do that have for you?
(ALLOW FOR RESPONSE.)
8. How did seeing the Wall Art Portraits like that help you see the best of your family...
(ALLOW FOR RESPONSE.)
9. You purchased some beautiful art work...what are your thoughts about the quality of the artwork you saw on display in the studio...
(ALLOW FOR RESPONSE.)
10. If a friend asked you why should I do business with Ever After, like, if maybe they were on the fence about making time for an Ever After Portrait experience, what would you say to them...
(ALLOW FOR RESPONSE.)
11. Is there anything else you'd like to add...
(ALLOW FOR RESPONSE.)
12. You know, they say the biggest room in the world is the room for improvement. Is there anything that you feel like we could improve in?
(ALLOW FOR RESPONSE.)
OMG, I so appreciate you sharing all of that with me...
I wanted to ask - would you be willing to help others know what we do? Would you feel comfortable recommending us?
(ALLOW FOR RESPONSE)
What I would like to do is make that easy for you to do...since we are on zoom, if we send what you just said back to you would you be willing to post them as a 5 star review?...Would you be okay with that?
(ALLOW FOR RESPONSE.)
Okay, cool, I will be sure to do that. Like I said, as a small family owned business, 5 star reviews really mean the world to us. I appreciate that you would take the time to do that.
So, do you have any questions or concerns?
(ALLOW FOR RESPONSE.)
(if they have any, thank them and tell them, We will definitely make a note of that and use it to update our process.)
CLOSING - WHAT'S NEXT and ANY QUESTIONS
Okay, so let me tell you what's going to happen next.
We'll get started on your portraits.
Your order goes to our artist immediately.
Going forward, you will hear from us a couple of times.
IF THEY ARE GOING TO APPROVE THE PROOFS, SAY THIS:
Once when we have the proofs ready, we’ll send that over for your approval before it goes to print. Please get back to me as soon as possible because your artwork will not be ordered until you approve it.
Then we'll also contact you when we have a tracking number for you and to schedule installation.
IF THEY ARE NOT GOING TO APPROVE THE PROOFS, SAY THIS:
You'll hear from us when we have a tracking number for you and to schedule installation.
Do you have any questions for me?
(ALLOW FOR RESPONSE, AND ANSWER QUESTIONS THEY HAVE.)
EMOTIONAL CLOSE - CUSTOMER SERVICE WHEN THEY LEAVE TO MAKE THEM FEEL AMAZING ABOUT THEIR PURCHASE:
I just want to let you know you are very, very fortunate because not every man would spend that kind of money on his family - and the fact that you have a husband that loves his family so much that he is willing to do something like that, I just think that is very fortunate and you guys are lucky to have each other!
I think that's it.
Do you have any questions before we end our zoom?
It was it was a pleasure to meet all three of you. We appreciate you participating in the project. And also as a little side note, if you do think of any questions, feel free to reach out to me. Texting is always best only because I'm always on the phone or an ordering sessions. Or you're welcome to call the studio directly and ask any questions there as well.
I've had such a wonderful time with you today. You guys have a great rest of your day!
AFTER THE ORDERING SESSION ENDS / CLIENT LEAVES
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THIS APPEARS TO BE FIXED AS OF 2022, SO HIDING THIS SECTION BUT KEEPING IT IN CASE THERE ARE ANY FURTHER ISSUES.
NOTE: As of September 2021, there is a GLITCH in Proselect when the XML is exported.
If the product or item is in the ADD ORDER ADJUSTMENT section of the invoice, the PRODUCT CODE is randomly NOT being included in the XML!!
For now, the XML MUST BE MANUALLY CORRECTED before importing the XML into Airtable.
(FROM FAMILY SESSION - THIS IS FOR THANK YOU CARD THAT WILL BE SENT ONE YEAR LATER)
Keep in mind that the "photocard" image must exist for the thankyou card to send. - Mitch
FYI: If the client is a FREEBY client or an otherwise "BAD" client, DO NOT upload a Family Photocard image.
That way they WILL NOT get a Thank You card a year later.
THROUGH AIRTABLE
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NOTE: If there are multiple photoshoots for a family, such as Bebe Coterie, after uploading the XML, check to ensure that the correct products are assigned to the correct photoshoot.
You can do this in the PRODUCTS table.
It might not be an issue in the future because Mitch has it set to check for the most recent photoshoot and add the products to it, but we still need to be aware that it COULD happen.
But for old photoshoots, I had a problem with importing the XML for the Bebe Coterie because it wanted to put all of the products on the first Bebe Coterie shoot.
If you find that the Products are assigned to the WRONG Photoshoot, simply change the Photoshoot the Product is assigned to.
RECORD ID: This is the ID for this photoshoot and will be used to rename the Zoom Recording folder below.
INTEGROMAT - ZOOM RECORDINGS - what happens, Part 1 - https://www.integromat.com/scenario/1671817
This captures the zoom recording and puts it on the zoom table in airtable
Runs every day at 1:00am
INTEGROMAT - ZOOM RECORDINGS - what happens, Part 2 -https://www.integromat.com/scenario/2279523
This watches for when you rename the folder. IF the folder starts with "rec" (all airtable records start with that) then it finds the photoshoot and maps that to the zoom recording in the table in airtable.
Runs every day at 1:00am
Quick question, Mitch, about the Zoom Folder and the Zoom Recordings field. I just did a test Zoom session with a test client, and the recording IS in the GDrive Zoom Folder.
You said below: I've changed the logic to just extract the name and the date and then create the record in AT, you can then manually assign it as needed.
What is the timing on when the record is created in AT?
daily at 1am your local
I didn't see a need for it to be more frequent than that, figured you'd assign the recordings on the following day most likely
ORDERING SESSION PAYMENT FORM
COMPLETE AND SUBMIT THE "ORDERING SESSION PAYMENT FORM" IF IT HAS NOT YET BEEN SUBMITED -- SUCH AS FOR A ZERO ORDER.
Even if it is a ZERO ORDER, and they paid NOTHING, the ORDERING SESSION PAYMENT Form MUST be submitted.
ORDERING SESSION FORM - INTERNAL
COMPLETE AND SUBMIT THE "ORDERING SESSION FORM - INTERNAL"
FYI: If the client is a FREEBY client or an otherwise "BAD" client, DO NOT upload a Family Photocard image. That way they WILL NOT get a Thank You card 1 year later.
From Mitch: keep in mind that the "photocard" image must exist for the thankyou card to send.
It'll just skip that photoshoot from getting a thankyou card. I have an ignore error handler for this (error is ignored rather than causing an actual error).
THANK YOU EMAIL: There will also be a Thank You email sent to client shortly after the ordering session thanking them and telling them the next step, that the portraits have gone to the artist through this AC Automation:
ActiveCampaign Automations / Ordering Internal - Completed - https://everaftervisuals72078.activehosted.com/series/148
It's triggered when the "ordering_internal_completed" tag is added.
IN AIRTABLE
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NOTE: If the client paid by SYNCHRONY, you have saved a copy of the SYNCHRONY RECEIPT to the client's folder on the Ordering PC.
ZERO ORDER: If an order is submitted with a ZERO balance, such as for a FREEBIE, when it goes into Airtable, it WILL go to the 10 - ORDERING SESSION INVOICING > ----PAYMENT PLANS view and show a pending payment of 0.00.
This is a checks and balances step to ensure that we don't miss a payment OR accidentally enter a ZERO.
Simply go into the PAYMENTS tab, find the zero dollar amount payment for the photoshoot and MANUALLY change the payment to PAID to remove it from the PAYMENT PLANS view. (Mitch: I think it is wise to keep the zero payment as UNPAID and to manually mark it as paid as a check and balance on your end.)
ORDERING SESSION STATUS
This will AUTOMATICALLY change to COMPLETED when all steps are done in 10 - Ordering Session Invoicing.
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