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GZ Pay Rates - Customer Negotiation

Updated

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:

  1. Verify GZ Pay rates in tenant + Maxio + original contract OR most recent signed quote in HubSpot
  2. Discuss rates/expectations with customer
  3. Reach out to CSM manager to access the GZ Payment Dashboard tool
  4. Grab screenshot of prior year (include current year if customer started with GZ Pay last year for a more complete visual)
  5. Can negotiate if yearly volume > $90,000 OR Net Take on dashboard > 0.75%
  6. Send email to Integrated Payment Director
    1. CC CSM Manager
    2. Subject : GZ Pay Rates - Negotiation - Tenant Name
    3. Add any further information on customer situation
    4. Add screenshots of GZ Payment Dashboard
  7. Once negotiated rates are received, go to HubSpot
  8. Create Deal in Hubspot using GZ Retention Pipeline
  9. 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
  10. Send Quote to customer
  11. 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.