AM Hub

Account Management

Internal operating console

  • Training Calls & Materials
  • Funnels
  • Offers
  • AIA Products Breakdown
  • Deliverables
  • Fulfillment
  • Pre-launch SOPs
  • Helpful How-Tos
  • Pricing
  • Slack Channels
  • Web to B2B Transitions
  • GHL Training
  • Refund Request Process
  • Onboarding
  • Recommended Niches
  • Project Confidence
  • Example of Calls
  • Closer Placements
  • Resources

v1.0 · Internal

Training Calls & MaterialsFunnelsOffersAIA Products BreakdownDeliverablesFulfillmentPre-launch SOPsHelpful How-TosPricingSlack ChannelsWeb to B2B TransitionsGHL TrainingRefund Request ProcessOnboardingRecommended NichesProject ConfidenceExample of CallsCloser PlacementsResources
AM Hub

Refund Request Process

The full written process and a video walkthrough for handling and submitting refund requests.

Written process

Refund Request Process — Google Doc

Step-by-step written playbook covering when, how, and where to submit a refund request.

Video walkthrough

Full Loom Walkthrough

Screen-recorded end-to-end walkthrough of the refund submission flow.