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