Support : If a customer reaches out about negotiating their GZ Pay CC fees, please change ticket category to CSM + set status to New + un-assign from yourself. Please add notes on customer temperature as needed.
CSM:
To negotiate the GZ Pay Rates, follow the below steps:
- Verify GZ Pay rates in tenant + Maxio + original contract OR most recent signed quote in HubSpot
- Discuss rates/expectations with customer
- Reach out to CSM manager to access the GZ Payment Dashboard tool
- Grab screenshot of prior year (include current year if customer started with GZ Pay last year for a more complete visual)
- Can negotiate if yearly volume > $90,000 OR Net Take on dashboard > 0.75%
- Send email to Integrated Payment Director
- CC CSM Manager
- Subject : GZ Pay Rates - Negotiation - Tenant Name
- Add any further information on customer situation
- Add screenshots of GZ Payment Dashboard
- Once negotiated rates are received, go to HubSpot
- Create Deal in Hubspot using GZ Retention Pipeline
- Create Quote within Deal and use GZ GZ Pay Rates > click on the item name once added > adjust description to add in the new fees
- Send Quote to customer
- Once Quote is signed, Change Deal status to downgraded in HubSpot and set the new rates within the tenant database under Setup > GrowthZone Staff Only Tools > GZ Pay Settings > Save.