Obtain Clearance for Account Management

Created

The following situations require clearance from Account Management (AM)- Client Relations- Client Termination & Retention Process 

  • When a client has not provided a reason for terminating service (left blank).

  • When a client indicates they are leaving Brands but does not specify a reason.

  • When a client states they are switching service providers

Clearance timeline:

  • AM must provide clearance or denial (denial means that they were able to save the client) within 3 business days.

  • If the client cannot be reached within 3 business days, AM will post a link to the ticket wih their outreach attempt. At that point, an extension of another 3 business days will be added for AM to continue trying to schedule a call with the client.

  • Once the second extension expires, the termination ticket should be closed with no further action

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