Ortega Pulse Standard Operating Procedure
Ortega Pulse Standard Operating Procedure
Ortega Pulse Standard Operating Procedure
1. New Lead: record business and contact; determine the tap goal; demonstrate the card; recommend without overselling.
2. Customer Chooses Plan: confirm one-time or monthly price; collect only what is needed; never request Google, social, banking, payment-system, or other passwords—only public URLs.
3. Collect Customer Information: business name, contact details, public links, logo/branding; confirm spelling and links before publishing.
4. Build and Program: create page if included; test every button; program the correct URL; test NFC on a compatible phone and QR if included.
5. Customer Approval: show the finished page/card; verify branding, name, and links; correct as needed.
6. Delivery: deliver/install; demonstrate tapping; explain no app is required and placement guidance.
7. Monthly Maintenance: track plan, process link changes, test changed links, keep page active while subscribed.
8. Cancellation/Downgrade: explain landing-page outcome, never redirect to unrelated advertising, and offer a reasonable rewrite to a single destination.
9. Quality Control: verify each URL, customer page, NFC, QR if included, spelling, and never permanently lock a card without approval.
1. New Lead: record business and contact; determine the tap goal; demonstrate the card; recommend without overselling.
2. Customer Chooses Plan: confirm one-time or monthly price; collect only what is needed; never request Google, social, banking, payment-system, or other passwords—only public URLs.
3. Collect Customer Information: business name, contact details, public links, logo/branding; confirm spelling and links before publishing.
4. Build and Program: create page if included; test every button; program the correct URL; test NFC on a compatible phone and QR if included.
5. Customer Approval: show the finished page/card; verify branding, name, and links; correct as needed.
6. Delivery: deliver/install; demonstrate tapping; explain no app is required and placement guidance.
7. Monthly Maintenance: track plan, process link changes, test changed links, keep page active while subscribed.
8. Cancellation/Downgrade: explain landing-page outcome, never redirect to unrelated advertising, and offer a reasonable rewrite to a single destination.
9. Quality Control: verify each URL, customer page, NFC, QR if included, spelling, and never permanently lock a card without approval.
Before Delivery Checklist
Correct business name; correct plan; correct NFC destination; all page buttons tested; QR tested if included; phone/email links tested; mobile layout checked; customer approval received.
Before Delivery Checklist
Correct business name; correct plan; correct NFC destination; all page buttons tested; QR tested if included; phone/email links tested; mobile layout checked; customer approval received.