Final Knowledge Check

Before beginning a SoCalGas enrollment, which set of items must you verify?

The training material identifies the required Billing Account Number and Meter Number information as 10 digits.

A rep writes down a 7-digit Billing Account Number from memory after the customer puts the bill away. What is the error?

A customer asks, “Are you with SoCalGas?” What is the compliant response?

It is acceptable to let a customer believe you represent SoCalGas if they assume it on their own.

What must the customer understand before enrollment is completed?

Autopay enrollment is required for the SoCalGas / Spark Energy offer covered in this training.

An enrollment is submitted to the utility on September 10. When does service begin under the training rule?

An enrollment is submitted on September 20. Under the training rule, service begins:

What does the TPV confirm before the customer verifies?

Mid-TPV the customer asks, “What should I answer here?” You should:

The customer offers you their phone during TPV. You should:

You may return to the door during or after the TPV process to add something you forgot.

In the TPV workflow, the customer signature is captured:

Which is required of a field sales representative?