Handling Business Account inbound — what the team needs to know

Operating · Business Accounts

AR
Operating · Business Accounts

Handling Business Account inbound — what the team needs to know

By ·Updated 20 hours ago·0 uses last 30d

Business Accounts — handling guide

A Business Account is a single corporate customer (Sterling Capital Partners, Aurora Ventures, Meridian Holdings as of launch) with multiple authorized riders, bookers, and one designated admin.

Identifying a business booking

  • ·Caller mentions a company name, "my EA booked", "charge to corporate"
  • ·Pickup or drop-off is a Park Avenue / Hudson Yards / Madison Avenue corporate address
  • ·Caller email matches a @sterlingcap.com, @auroraventures.com, @meridian.fam domain (current launch accounts)

What changes vs. an individual booking

  • ·No card on file — the trip is billed monthly to the account. Do not ask for card info.
  • ·Cost center may apply — booker may volunteer a code (EXEC, OPS, CLIENT, etc.). Capture it. If the booker doesn't know, default to the account's default cost center.
  • ·PO# may be required — Sterling Capital requires a PO# for any trip over $2,000. Ask before confirming.
  • ·Policy check — vehicle class + trip cost are checked against the account's policy. If out-of-policy, the booking is queued for approval (not auto-confirmed).

What never changes

  • ·The car still arrives at the right minute. Specifics over adjectives.
  • ·The driver still doesn't introduce himself unless asked.
  • ·Discretion still applies — don't share other riders' info, even within the same account.

In doubt: route to dispatch

"Let me put a person on for that. One moment."