Portfolio Management

These Workshops are designed to better assist you and your Team with fostering your existing Client / Guest / Patron Relationships and show how to “find” future business.

T3 is very excited to provide Portfolio Management Services to Individuals and Companies that understand the importance of "The Client / The Guest / The Patron".

Without the Client / Guest / Patron, you don't have anything and they are the most important part of your Business next to your Team.

If your Team doesn't understand that they are valued by you and the integral role that they play in making sure that Clients / Guests/ Patrons see that they are also valued and appreciated, your Business will not go as far as it is meant to go.

T3 assists by working with you and your Team to make sure that you are always finding ways to let your Clients / Guests / Patrons know just how much you value them and their business.

We can help you set up a Portfolio Management Department or we can do the Client / Guest / Patron Relations for you because we are ready to do the Revenue Generating Activity (RGA) that is required to help grow your Business even more.

When it comes to RGA, many People and Teams aren’t held accountable to make sure that a certain amount of "activities" are being done every day.

Daily Activity is defined as:
- Incoming Phone Calls

- Outgoing Phone Calls

- Responding to E-mail Requests

- Outgoing Follow Up Email

- Mailouts

- Prospecting


What are your current Daily Activities or RGA's looking like?

- 100 per day (3000 per month)

- 150 per day (4500 per month)

- 200 per day (6000 per month)

- 250 per day (7500 per month)

- 300 per day (9000 per month)


This is something that you should know because RGA, when done effectively, does just that, GENERATE REVENUE for you, the Team and for the Shareholders.

Are you aware that 10% of your RGA's will turn into "APPOINTMENTS / VISITS / STAYS", that 50% of them will SHOW (70% if CONFIRMED by Management and 80% if RECONFIRMED by the Showroom Representative / Sales Associate / Front Of The House Team), and 50% will BUY?

Are you and your Team generating as much as you possibly can?

T3 will educate and provide solutions to help you Follow Up and set Appointments / Visits / Stays to create the "Traffic" that no longer just comes walking through your doors.


PORTFOLIO MANAGEMENT IS OFFERED IN THE FOLLOWING SECTORS:

1. Automotive Sector
2. Retail Sector
3. Hospitality Sectors

*Please refer to the information below to see how The Portfolio Management is catered to each particular Sector.


1. AUTOMOTIVE SECTOR

Please give Peter Herbert a call at 778.319.7216 so that you can "stop waiting" and "start creating"!



2. RETAIL SECTOR

Please give Peter Herbert a call at 778.319.7216 so that you can "stop waiting" and "start creating"!



3. HOSPITALITY SECTOR

Please give Peter Herbert a call at 778.319.7216 so that you can "stop waiting" and "start creating"!

Check all the services I have available

Services

Some Clients Who Took this Service

Wolfe Langley Subaru

Hickman Chrysler Dodge Jeep Ram Fiat

O'Neill Nissan

What they are saying...

  • I liked learning about delivery and presentation and how to get people sold before showing them vehicle - I must say that I have been to many presentations like this and this was the best by far - thanks Peter
    - Sales Consultant, Varsity Chrysler

    Training & Sales Development

  • I liked the idea’s that were shared on how to still sell products in Leases and how to convert Cash and Finance deals to Leases - Peter provided a detailed explanation and great content for why Leasing makes more sense

    Deepinder Sachdeva, Financial Services Manager - Jim Pattison VW

  • I liked the wording and sincerely asking very obvious “yes” questions to provoke thought - Peter has sincerity and is very clear and honest – this was very informative and interesting – I loved it

    Ashton Hickson, Brand Specialist, Audi Kelowna

  • I really liked the “Best Payment” versus the “Best Transaction” verbiage - Peter is very professional, soft spoken and factual

    Cyndy Stone, Financial Services Manager - Clarkdale VW

  • from the start to the end, every piece of information was very important and the negotiating part was the best - Peter made the whole experience very enjoyable and I really liked the related stories
    - Sales Consultant, Yorkdale Dufferin Mazda

    Training & Sales Development

  • there is so much that I will take away from this session - the leasing breakdown, objection handling, making sure that we are in form and are practicing and that we go to work to work - Peter it was a true pleasure meeting you - you provided, by far, the best training and motivational session that I ever had as a salesperson - thank you and god bless you and your beautiful family

    Sales Consultant - Gyro Mazda

  • I really liked how Peter talked about “Choice” - Peter is very calm and gives an excellent presentation
    - Pre-Owned Sales Manager, Bannister Honda

    Lease Development Workshop

  • Peter shared so much with us today that I don’t know where to start other than by saying thank you - I love your enthusiasm and you have an excellent presentation style - I really like how you reflected on a lot of the day to day events that happen in the dealership
    - Sales Consultant, Eastside Dodge

    Training & Sales Development

  • Great job of explaining how effort translates into results. I liked the closing techniques. Peter is more relatable and the content was great.

    Anusanth Lagonathan, Sales Consultant

  • I really liked the Options Review, Options Review, Options Review and Best Transaction – Peter is calm and to the point – this was eye opening

    Will Avila, Assistant Sales Manager, Turner VW

  • I can now better explain the benefits of Leasing to potential customers – Peter has a positive energy and is well spoken – this was my first workshop with Mazda and Peter was spectacular

    Trevor Janes, Sales Consultant, Western Mazda

  • Peter talks in an easy to understand lingo as well as going into details on how things work and why they make sense - great session
    - Sales Consultant, Courtesy Chrysler

    Training & Sales Development

  • Peter has the ability to impart information in a manner that sticks

    Denis Kirk, Brand Specialist, Audi Kelowna

  • Peter provided real world examples to help change attitudes and helped us to understand the importance of learning and growing
    - Sales Consultant, Varsity Chrysler

    Training & Sales Development

  • Peter covered more than just leasing and discussed all aspects of the sales process. He is very calm and I can tell that he has done well during his career.

    Goran Gligorovic, Sales Consultant

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