SETTING UP A PO/INVOICE FOR RIC MEMBERSHIP:
- Get the P.O. number, and we will create an invoice for them in QuickBooks that reflects the P.O. number and what they want to purchase.
- Send the Literacy Club School Purchaser AirTable form: https://airtable.com/appccpTq8eL0c3pgL/shr5OrEuen5ZVCI1O
- Send them an invoice that allows them to pay (we should set NET 30 as the payment terms, so they pay within 30 days). Be sure to followup to ensure PO has been paid. Reach out to Alison if a PO is overdue to see if she received the payment.
- Manually add member(s) in Kajabi and add Purchase Order tag
FOLLOW UP FOR RENEWAL:
- This process is handled through a task in Asana.
Reminder 1. ONE MONTH prior to deactivation date. Reach out and ask if the member wants to continue the membership.
Reminder 2. TWO WEEKS prior to the deactivation date, if the member has not renewed, please send an email informing them how to download their materials before they lose access on X date.
Reminder 3. DEACTIVATION DATE - See below if customer does not renew or does and proceed accordingly:
-If the customer does NOT renew, they must have the Exit Survey tag added and have had their access revoked in Kajabi
-If the customer DOES renew, please contact Operations so that an invoice can be prepared and sent.