WORKSHOPS
Lease Portfolio
Management and Retention
Maximizing Your Service
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.
Pre-Workshop
A review of your existing strategies as they apply to the customer lifecycle and ownership experience
An overview of our proven customer retention strategies, tactics, and resources
A collaborative approach to applying our methodologies to your business processes
The creation of resources and materials packaged for introduction to your teams
Workshop
Full Customer Lifecycle Management
Learn processes to help drive Lead Retention
Learn outbound email and phone call best strategies
Selling conquest lease retention to service drive and data base customers
Sales skills for service, conquest and potential lost customers
Post-Workshop
Access to trainers for feedback
Content creation, call guides, process maps, CRM guidance
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.