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Clear Internet & Voice Sign Up Process Logging In Address Pre-qualification Soft Credit Check Select Service Plan Business Cards Welcome Email

Order entry training guide

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Page 1: Order entry training guide

Clear Internet & Voice Sign Up Process

Logging InAddress Pre-qualificationSoft Credit CheckSelect Service PlanBusiness CardsWelcome Email

Page 2: Order entry training guide

Logging In

Step 1: Login

Step 2: Pre-qualification

Step 3: Credit check

Step 4: Select service plan

Step 5: Complete the sale

Step 6: Add services

Page 3: Order entry training guide

http://sales.clearwire.com

Enter Username: id6829 Enter Password: clearXid6829 “Login”

Id6829

clearXid6829

Page 4: Order entry training guide

Your Name Here

Sales Portal

For new customers, click “Start New Order”

Verify you are logged in correctly

Add additional services to existing customer

Cheetah scores & Training Materials

Page 5: Order entry training guide

Address Pre-Qualification

Step 1: Login

Step 2: Pre-qualification

Step 3: Credit check

Step 4: Select service plan

Step 5: Complete the sale

Step 6: Add services

Page 6: Order entry training guide

Address Signal Pre-Qualification

To verify customer is in a serviceable market, enter their complete primary service address

Select “credit check” option or “no commitment” option as appropriate *

Click “Search” to continue

* All Business rate plans require a credit check!

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Address Qualifies

Your Name Here

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Error: No Clearwire Service

If you get this error message and you are inside the home with a signal then do the following:•Perform a Cheetah test•If score is 18 you will need to do a manual override by having your team lead call the MOR hotline.

Do not fill this out. Unless you want t

Page 9: Order entry training guide

Error: Can’t Validate Address

First check to make sure everything is spelled correctly. If it is, you will need to contact your team lead for a manual override.

If you don’t know address for certain – go to “Find Address on a Map”

Page 10: Order entry training guide

Error: Multiple Address Options

Your Name Here

Possible address matches appear and are selectable - click on one of the radio buttons for submission to pre-qual

If one of the choices is not the prospect’s address, address can be adjusted and resubmitted

Ensure you select the right address!

If you don’t know address for certain – go to “Find Address on a Map”

Page 11: Order entry training guide

Soft Credit Check

Step 1: Login

Step 2: Pre-qualification

Step 3: Credit check

Step 4: Select service plan

Step 5: Complete the sale

Step 6: Add services

Page 12: Order entry training guide

Soft Credit Check

Enter nine 9’s in for the social security. As long as you have the address and birth date correct, most of the time you will not need their SS#

Note: “Business as Individual” checks SSN instead of Tax ID Your Name Here

Page 13: Order entry training guide

Credit Qualifies

Page 14: Order entry training guide

Your Name Here

Credit Fails

Non-passing scores of D, E, & N must select a “No Commitment” plan

Page 15: Order entry training guide

Credit-Based Plans

Credit Check

ResponseActivation Fee:

No CommitmentActivation Fee:2-yr Contract

Clear Modem

Clear USB Modem

Eligible for Promotions?

A $35.00 $0.00

Lease: $4.99/mo

Purchase: $79.99

Lease:$4.99/mo

Purchase: $59.99

Yes on 2-yr Contract

B $35.00 $0.00 Yes on 2-yr Contract

C $35.00 $0.00 Yes on 2-yr Contract

D $35.00 Not Eligible Not Eligible

E $35.00 Not Eligible Not Eligible

N $35.00 Not Eligible Not Eligible

* Customer has a fraud alert on their identify. This must be verified by the fraud team – request a Manual Review via a CQ ticket.

Page 16: Order entry training guide

ETF

• Begins at $120• Decreases by $4 each month over life of contract• No ETF for “No Commitment” plans

Months Completed

0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23ETF ($) 120 116 112 108 104 100 96 92 88 84 80 76 72 68 64 60 56 52 48 44 40 36 32 28

Page 17: Order entry training guide

Select Service Plan

Step 1: Login

Step 2: Pre-qualification

Step 3: Credit check

Step 4: Select service plan

Step 5: Complete the sale

Step 6: Add services

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Service Type

After address is verified, available plan options will be shown - click on one of the “Start Order” buttons to begin

Once customer is qualified, available plans are displayed

Page 19: Order entry training guide

Select Plan Options

Choose Plan (or Choose Combo)

Choose Plan Options• Equipment• Contract length• Security and hardware add-ons

Add Features and Accessories (not shown) and then review with customer

Add Voice service

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Change to M2M Plans

If a month-to-month plan is needed, click here to display those options

Page 21: Order entry training guide

Combo Packages

Select Combo type

Choose plan options under “Home” or “Mobile”

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Lease or Purchase Equipment

When contract length is selected (if applicable) the activation fee discount will be cited

Select to lease or purchase the equipment. Check the box for hardware protection if they select that as an option.

Page 23: Order entry training guide

Your Name Here

Provisioning Hardware

Enter the MAC ID address found on the back of the box.

Verify your name and location so you get credit for the sale

Page 24: Order entry training guide

Complete the Sale

Step 4: Select service plan

Step 6: Add services

Step 1: Login

Step 2: Pre-qualification

Step 3: Credit check

Step 5: Complete the sale

Page 25: Order entry training guide

Customer Information

Check the boxes if the address for billing and shipping are the same as the address above.

Verify all valid customer information. This should automatically pull through.

Leave all of the rest of the information blank and click “next”.

Page 26: Order entry training guide

Billing Information

Enter customer name as it appears on their credit card and enter credit card address

Enter credit card number (must be repeated to customer to meet legal requirements; billing address must be same as credit card address)

Enter three- or four-digit security code

Page 27: Order entry training guide

Authorization Hold Policy

• For New Activations & Add-on Activations:– Small authorization of $1 occurs during payment method entry to verify card is valid– Big authorization of $20 or amount of sale (whichever is greater) plus 15% or 20%

of purchase (for estimated taxes) occurs at end of activation process when order is submitted

• Sales tax estimate (based on market) is submitted at time of activation– If taxable address is part of non-taxable market, no tax estimate will be assessed

• How long does it takes for a hold to fall off?– VISA – known to fall off between 3-5 business days from date of transaction– MasterCard and Pre-paid Cards – known to take between 3-30 business days from

date of transaction

• Why does CLEAR hold the Pre-Auth for so long?– CLEAR does NOT hold the pre-authorization– The customer’s Financial Institution (i.e., bank that issued the card account) has

internal rules that determine the length of time a pre-authorization remains on a customer’s bank account

Page 28: Order entry training guide

Security Information

Enter the customer’s requested service name/MyAccount login

An alternate email address is required

Page 29: Order entry training guide

Terms and Conditions

“By activating or using the Clearwire service or equipment, you agree to be bound by Clearwire's standard Terms and Conditions set out at our website: www.clear.com.The standard Term for all of our customers is 2 years.If you stop making payments before the end of your term, you may be responsible for an early termination fee. If you remain a customer after the period ends, no termination fee will be required.You are also responsible to return the equipment in proper working order at the end of term or you may be charged a replacement fee.”

Page 30: Order entry training guide

Review Order

Your Name Here

John Doe

“You’ve agreed to a two-year term of ________ service. The first ________will be discounted to $ (remember promotion). After that, the monthly cost of the service, including equipment, will be $_______. Taxes are applicable only to the equipment lease fee. The shipping fee for the modem is (if applicable) $9.99 and the cost of activation is $________.”

Click “Place Order”

Page 31: Order entry training guide

Confirm Order

“Here are a couple numbers for your reference. Your Order ID is ______________. Your Customer ID is _____________.If you need to contact us for any reason, email us via our website, www.clear.com, or call 1-888-888-3113.Thank you for choosing CLEAR. Is there anything else I can do for you?”

Click here to print

Your Name Here

John Doe

Your Name Here

If you can’t print, please copy down the ID numbers for your records.

Page 32: Order entry training guide

Finalize Setup at www.clear.com

Click on “My Account”

Page 33: Order entry training guide

Finalize Setup at www.clear.com

Click on “First Time Logging In”

Page 34: Order entry training guide

Finalize Setup at www.clear.comEnter the username that you just created in the sales process and the last four digits of the card you just used to take their first months payment”

Next you will connect their new modem to their computer. Once connected you will want to accept all service agreements and make sure the internet is live before wrapping up the sale.

Page 35: Order entry training guide

Welcome Email• Ongoing Welcome email is

sent to all new customers. Versioned by service, and customer type: (Standard customer, business, conversion, prize winners, day pass, and embedded trial.)

• Provides helpful tips for getting started in an easy-to-follow format

• Creates “save-worthy” email• Promotes Referral program

and Clear365

Page 36: Order entry training guide

Clear365.com

Page 37: Order entry training guide

Add Services

Step 5: Complete the sale

Step 4: Select service plan

Step 1: Login

Step 2: Pre-qualification

Step 3: Credit check

Step 6: Add services

Page 38: Order entry training guide

Add Services

If adding service to an Existing Account, click “Add Services”

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Add Services: Multiple Accounts

• Allows customers to have multiple hardware solutions on a single billing account

• Single credit checks for new customer who is going to open multiple CLEAR accounts

• One bill with all account details

Page 40: Order entry training guide

Add Services: Multiple Accounts

Your Name Here

Customer requesting services must have administrative account access - otherwise this error will appear

Sales partners need to enter the MyAccount username and last four digits of customer’s billing method

Page 41: Order entry training guide

Adding ClearVoice

Once logged in, click on the link to add new Digital Voice Service

Page 42: Order entry training guide

ClearVoice: Customer Information

Select plan and equipment option Note whether additional lines and/or local number porting are needed

Page 43: Order entry training guide

ClearVoice: Hardware Information

MAC address is available on outside of the box or on the bottom of the device

Enter MAC address of supplied ClearVoice Adapter (or choose to ship device to the customer) and select Adapter model

Page 44: Order entry training guide

911 Registered Location

Information provided to public safety officials in the event of an emergency – verify with customer that information is correct

Enter customer 911 address – information is broken down to ensure 100% accuracy

Page 45: Order entry training guide

Failed 911 Registration

Address submitted for 911 registration will be validated - if address is submitted incorrectly or is unrecognizable, an error will be returned

Page 46: Order entry training guide

911 Terms of Service & CPNI

Along with standard Terms of Service, customer must also acknowledge limitations of 911 service – review with customer before proceeding

Customer must also read and acknowledge the CPNI Notifications

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Local Number Portability

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Complete eLOA

When porting, customer must read and agree to our Electronic Letter of Agency (eLOA)