AIIA Service Call SOP

For managers preparing clients before their AIIA service call.

Why we have this SOP

Past sign-ups ran into problems because of missing apps, slow Wi-Fi, name mismatches on wires, and clients trying to do things on their own. This SOP prevents all of that.

Before You Send the Booking Link

Do all of these with the client BEFORE giving them the booking link:

• Help them install Coinbase, Telegram, and BonChat on their phone (not just computer — phone required).
• Coinbase must be installed using the AIIA referral link: https://coinbase.com/join/6AK7X8H?src=ios-link
• Help them create accounts + sign in to all three apps on their phone.
• Add them to the BG 101 Telegram group chat.
• Confirm the name matches exactly across: government ID, bank account, Coinbase account. (See Name Match below.)
• Tell them: wire transfer must include an extra 5% to cover fees.
• Tell them: the call takes 30–60 minutes.
• Tell them: don't click anything on their own during the call — wait for AIIA instructions every step.
• Warn them: if they try to set up on their own and break something, recovery is $50/hour.

Name Match (Required Before Wire)

The name on all three must match exactly:

• Government ID (driver's license or passport) — this is the final authority.
• Bank account name.
• Coinbase account name.

Wire Transfer (Complete BEFORE Sending Booking Link)

The wire transfer must be sent and confirmed before the client books the service call. The booking link is only sent once funds are on the way.

• Name on bank + Coinbase matches ID (Name Match above).
• Wire amount = full service amount plus 5% for fees.
• Client handles the bank conversation. Manager can accompany but cannot speak for the client.
• Save the wire confirmation number. Do not photograph account statements or IDs.

📸 How to Get Wire Info From Coinbase

Show these to the client on their phone, then have them take this info to their bank in person.

1. Tap Deposit on home screen.

2. Tap Wire transfer (For large transfers).

3. Verify Coinbase name matches bank name exactly. Tap It's a match!.

4. Take this info to the bank in person: Recipient name, address, account #, routing #, bank name.

Send the Booking Link (Only After Wire Is Initiated)

When all steps above are done, copy the booking link (bottom of page) and send it to the client so they book the appointment (not you).

The DSJ website link comes directly from AIIA — do not send it yourself.

No Self-Service Rule

Clients are not allowed to do account setup on their own. If they do it alone and run into problems, AIIA will charge $50 per hour to fix it (recovery calls, troubleshooting, coordinating with banks / Coinbase support).

Confirmation

Send the client this message: