Portfolio Management

T3 is very excited to provide Portfolio Management Services to Companies that understand the importance of "The Client".

Without the Client, 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 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 your Team to make sure that you are always finding ways to let Clients 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 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 Stores don't hold their Teams 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 both the Team and for the Shareholders.

Are you aware that 10% of your RGA's will turn into "APPOINTMENTS / VISITS", that 50% of them will SHOW (70% if CONFIRMED by Management and 80% if RECONFIRMED by the Showroom Representatives) 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 to create the "Showroom Traffic" that no longer just comes walking through the door.

Please give Peter Herbert a call at 778.319.7216 or Shane Bichin at 778.229.3338 so that you can "stop waiting" and "start creating"!

Check all the services I have available

Services

Some Clients Who Took this Service

Campus Honda

Mazda Canada Inc. - Atlantic Region

Half-Way Motors Nissan

What they are saying...

  • 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

  • Today I learned how to protect against depreciation – I liked Peter’s personality, engagement and relevant info and really liked seeing the Options Review

    Mike Hurd, Sales Consultant, Steele Mazda

  • 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 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

  • I loved the words and the mental images. Peter is very well informed and knows what it is like on the floor. Thanks Peter.

    Matthew Andrade, Sales Consultant

  • I liked learning about how we should spend more time on closing before closing and understand where customers are coming from - Peter has a great tone of voice and I really enjoyed how he explained everything - great job Peter

    Sales Consultant - Yorkdale Dufferin Mazda

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

    Denis Kirk, Brand Specialist, Audi Kelowna

  • Peter is all about professionalism in our business - I really liked his professionalism and upfront attitude - he is very confident and has a strong understanding of the business

    General Sales Manager - Mazda Of Stoney Creek

  • thanks to Peter I have a better understanding of what a Lease is and its benefits - Peter has a great tone, he is very approachable and welcoming - he was able to explain things in a way that made sense to me - great visuals and examples

    Thomas Henry, Brand Specialist - Clarkdale VW

  • 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

  • Peter broke things down very nicely especially when it came to making the phone calls to invite Clients in for an Options Review

    Trevor Scheidl, General Sales Manager - Clarkdale VW

  • Peter provided us with more product knowledge and ideas on dealing with clients and gaining their interest and trust - he was very engaging and made us all feel involved
    - Sales Manager, Thoen's Chrysler

    Training & Sales Development

  • 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

  • Peter helped remind me of getting back to basics and slowing down the process and thinking more. He is very engaging.

    Mac Skanes, Sales Consultant

  • Peter thoroughly explained the benefits of leasing and made it seem like a one on one situation as he made sure that everyone was on the same page

    Sales Consultant - Moffatt’s Mazda

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