Choose the submission path

Identify where an eligible customer would be instructed to provide any required information under the eventual programme. Do not ask staff to invent a shared-drive collection process or gather documents in a broad sales chat because the service is still being prepared. Keep customer questions and actual document submission as different tasks.

Rehearse the redirection

Give sales and support teams a clear response when a customer sends sensitive material through the wrong channel. The response should identify the approved route without repeating the material unnecessarily. Tap Tap Go’s proposed vIBAN and crypto-to-bank services are coming soon; actual documentation requirements and handling channels must come from the confirmed arrangement.

Imagine this

An illustrative future scenario

Imagine a prospect offering to send identity documents to a territory group chat before the future programme is active. The team directs the person to wait for the confirmed process and does not circulate the documents as part of the sales follow-up.

Make it practical.

Use this checklist as you read. Checks are not stored.

Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.