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:

Name Match (Required Before Wire)

The name on all three must match exactly:

If they don't match: the client must fix the mismatch at the bank / with Coinbase before transferring. Manager can go with them but client talks to the bank. Never photograph or save a copy of their ID — just look at it.

Send the Booking Link (Only After Everything Above)

When all steps above are done, send the client this link so they book the appointment (not you):

https://calendly.com/byuhaiiaclub/aiia-service-call

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

Before the call, confirm with the client verbally:

No signatures needed. Just a clear spoken yes.

CLIENT READY?

Send them this link

Book AIIA Service Call →

https://calendly.com/byuhaiiaclub/aiia-service-call