LEASE PORTFOLIO MANAGEMENT AND RETENTION

Build a process for full life cycle management for your clients.

Most stores think about their lease retention process in the last 30 days of a customer’s lease. Portfolio Management and Retention starts the moment a client buys a car and continues through each service appointment and into their maturity date. We will help build a process as well as deliver schedules and call guides for full life cycle management for your clients.

This onsite workshop will combine our “between the sale” communication and appreciation strategies with an understanding of your products and services, as well as your competitive landscape. At the end of this workshop, you will have the resources you need to roll-out your new customer retention strategies.

Sales Performance
Sales Force

Pre-Workshop

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A review of your existing strategies as they apply to the customer lifecycle and ownership experience

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An overview of our proven customer retention strategies, tactics, and resources

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A collaborative approach to applying our methodologies to your business processes

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The creation of resources and materials packaged for introduction to your teams

Workshop

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Full Customer Lifecycle Management

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Learn processes to help drive Lead Retention

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Learn outbound email and phone call best strategies

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Selling conquest lease retention to service drive and data base customers

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Sales skills for service, conquest and potential lost customers

Post-Workshop

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Access to trainers for feedback

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Content creation, call guides, process maps, CRM guidance

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Additional onsite days if desired

Contact us to discuss a customized workshop for your team!

Workshops attendees will receive call guides, word tracks, email and voicemail templates as well as our Lease Portfolio Management and Retention workbook.