Easy ways to increase sales and improve customer service!
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a. Write a list of what needs to get done the next day before you leave
b. Do the hardest thing first
c. Check email only 2-3 times per day
d. Put away your phone!
e. Reduce distractions
f. time blocking
a. It takes days, months, sometimes years to get a client
b. One wrong move can lose their business in minutes – and their friends business!
c. Be a problem solver
a. People want to talk to a real person that knows what they are doing
b. If you aren’t there to answer a question, is there a back-up?
c. Return calls within 24 hours
a. Is your office professional looking?
b. Is your staff cross trained? What happens if you are out of town?
c. Excited they are there?
a. Encourage your clients to leave reviews
b. Update photos of your location and information each month
c. Feature staff photos
a. How do you fill your pipeline with new prospects?
a. Check in to see if they need anything in 2019
b. Are they making any changes?
c. What new products or services you are offering in 2019 that might give them the competitive
a. Practice listening and rephrasing
b. Follow up after your meeting to make show that you heard them
-Share your email style!
c. Pricing changes
a. Customer Service begins in the office. Treat your staff well and they will tell everyone!
b. Ask them what motivates them
c. What are their goals for the year
a. PWI encourages this but please get approval prior to launching your own business page.
b. People want to tag you and refer you
c. Be on LinkedIn, Facebook, and Instagram because they all have messaging capabilities
d. Join social media pages like – Bozeman Moms, Secret Bozeman, what else?
a. Some departments within PWI have quarterly client outreach initiatives (Thank you cards,
birthday cards/cupcake, etc).
b. Wish them Happy birthday in an email or on social media
c. Reach out to them if you see something that might be beneficial for their situation – if you see
them post something on social media reach out to see how you can help.
a. This is left up to individual PWI teams to decide what to do.
b. PWI does not have a customer referral program right now.
c. Teams need to keep in mind rebating laws in MT.
a. Create a competition within your team to win a prize
b. PWI has upsell/cross sell incentives as well as annual incentives for meeting sales goals.
a. At the end of the day, do the right things for your clients and they will be loyal to you