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Key Contacts & Escalation Pathway

This quick-reference guide outlines who to contact for specific issues or questions within Surge. Use it to ensure your message reaches the right team quickly and avoids duplication across channels.

Updated over 2 months ago

General Support

Topic

Contact

Method

General questions, account help, payout inquiries

Surge Support

Technical issues or login problems

Platform Support (Intercom)

In-platform chat, bottom right corner

Policy clarification or compliance questions

Compliance Team

Sales or project workflow guidance

Your Mentor or Sponsor

Direct message or team chat


Escalation Pathway

When an issue cannot be resolved through your Mentor or support channels, follow the escalation pathway below. Each tier ensures the right person or team addresses the issue efficiently.

Level

Type of Issue

Escalate To

Contact

1

Platform, login, or dashboard issues

Support Team

[email protected] or Intercom

2

Payment, commission, or contract discrepancies

Finance Team

3

Policy, compliance, or code of conduct concerns

Compliance Team

[email protected] with "Compliance" in subject line

4

Leadership disputes, communication breakdowns

Chief People Officer (CPO), CEO if necessary

5

Strategic or confidential matters

CEO / Executive Team

By appointment through CEO


Leadership & Program Contacts

Area

Primary Contact

Notes

Member Empowerment and Support

CPO

Leads Surge sales team member success

Software Platform Development

CTO

Guides development of Surge platform & tech

Sales & Field Leadership

CSO

Oversees sales training, team performance, and pipeline growth

Partnerships & Projects

COO

Manages vendor, EPC, and product relationships and project operations

Advisory & Strategy

CAO

Liaison between field leadership and executives

Executive Leadership

CEO

Strategic vision, executive initiatives, company direction & growth


Advisory Council Communication

The Advisory Council functions as the bridge between the field and the executive team. If you’re part of the Council, share updates or feedback through the official leadership channels:

  • Advisory Council Group Chat

  • Monthly Council Meeting

  • Direct summary email to CAO & CEO

Do not communicate internal Council matters through public channels, social media, or member group chats.


Urgent Issues

If a situation is urgent (for example: time-sensitive compliance issues, client disputes, or system outages), email [email protected] with the subject line:

“URGENT – [Short Description]”

Your message will be prioritized and routed to the appropriate team immediately.


Summary

Category

Contact

Channel

General Support

Email

Platform Help

Intercom

In-Platform Chat

Compliance

Compliance Team

Leadership

CPO or Mentor

Direct Email

Strategic / Confidential

CEO / Executive Team

Appointment via CEO

The fastest resolution comes from clear communication — use the right path, and Surge moves with you.

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