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 236.458.7216 so that you can "stop waiting" and "start creating"!



2. RETAIL SECTOR

Please give Peter Herbert a call at 236.458.7216 so that you can "stop waiting" and "start creating"!



3. HOSPITALITY SECTOR

Please give Peter Herbert a call at 236.458.7216 so that you can "stop waiting" and "start creating"!