FinRev Gold MAX

This is a short-term FinRev offer with a high-volatility setting, designed to take advantage of the bull run. We offer

  • 6 months access to FinRev Gold MAX for $997 (Trend Following Only)
  • Refund policy: 30 day money-back-guarantee
  • No renewals will be offered at the end of the 6-month term

Marketing Funnels



FinRev Gold MAX Activations

  • To view the purchase, go to Ontraport and search for the client's Contact Record (search by email address or full name)
  • Go to 'Purchases' to view the purchase transaction:


  • After a trial purchase takes place, a Deal will be created in Ontraport and the customer will be sent a 'FinRev Gold MAX' contract to sign
  • After the contract is signed, the customer will receive a welcome email and and onboarding workflow
  • The customer will be offered self-onboarding only. Support calls can be purchased if the customer requests one (see TypeDesk).
  • All activation enquiries should be sent to Rhod

Sales Saver

Part 1: Research and Note Preparation

  1. Tag the HelpScout ticket with "FR-Gold-MAX-refund'
  2. Start a Note in HelpScout
  3. Go to Ontraport and search for the client by their email address*.
  4. Check the 'Purchases' and 'Deals' tabs to find out if the client owns any variation of FinRev: Platinum, Gold, Gold MaX or  a FinRev Trial package. Ensure you search thoroughly as per the *NOTE below.
  5. Write a note in HelpScout and include the following:
    1. Purchase Date
    2. Refund Request date (as per HelpScout. State the timezone in brackets, ensuring you have the same timezone for Ontraport and HelpScout): e.g. 17 Jan 2026 (EST)
    3. Offer and Price: e.g. FinRev Gold MAX $997
    4. Time in program: (days)
    5. Other Products:

      1. FinRev Trial: Yes/No. If Yes, include purchase date and specify if full FinRev: Platinum, Gold or FinRev Trial.

        If you've located a purchase for either product under a different email address, you can add the following comment to the HelpScout note:

        "FinRev (full)/FinRev Trial purchase most likely under [email address]. Not yet confirmed with client."

  6. Tag Caroline and Ian in the note
  7. Send the note internally.

Part 2: Send the Sales Saver to the Client

  • Try to find out why the client is requesting a refund and offer a Tech Support call
  • Use TypeDesk response:

Refunds

Card Refunds

For Card Refunds, select the transaction and click on 'Refund transaction'. Access will be deactivated automatically and off-boarding instructions will be sent.



Cryptocurrency Refunds

  • Locate cryptocurrency purchases by going to the Ontraport contact record:
    • Locate a FinRev Gold MAX purchase record on the 'Purchases' tab
    • Search the 'Payment Confirmations/Requests' tab for a corresponding crypto verification (offer will be 'FinRev Gold MAX', not YF10)


    • Once confirmed, and after asking why they're leaving, send the following message to the client in HelpScout:

      "Please complete the following form to submit your USDC wallet address on the Arbitrum network. Your refund will be processed within 5 business days. https://op.finrev.ai/USDC_Arbitrum"


    • Once the form has been submitted, tag Caroline Labour in a HelpScout note to process the refund. Please include:
      • The client's contact profile URL
      • Offer purchase
      • Start Date

    • Caroline will complete the refund process including:
      • Sending the cryptocurrency transfer
      • Going to the 'Purchases' tab and refunding the transaction (it will not issue a $ refund, however it will deactivate the offer).
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