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"!

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Services

Some Clients Who Took this Service

Nissan Canada Finance

Park Mazda

Island Honda

What they are saying...

  • Had Peter come to our dealership, money well spent. Absolutely amazing presentation and very knowledgeable information that can very easily be applied in everyone's process. Very very recommended

    Ralf Himself

  • Thank you for everything Peter!

    Brenda West

  • This was amazing for sales development! All aspects of this training I can apply to my work day and tweak aspects of how I do things to better myself.

    Abel Glass

  • Through the help of Peter, and everything he put together with his T3 program for myself and the rest of my sales team, I feel more confident in what I do moving forward. Very easy to follow, fantastic information, and lead by a man who truly wants everyone to succeed. Thanks again Peter!

    JR Hutchinson

  • Peter puts on a great training session and keeps you engaged during the whole time. Very good information and stays in touch after for any hep needed. We at Bourgeois Nissan in Midland were very happy with our time with Peter. Thanks again.

    Chris Horton

  • I attended Peter’s training and I have learned a lot from him. I’m using his formula for best payment VS best transaction and I love it.

    Abdulatif Daghmach

  • Recently had a course with Peter. It was a great class. he has great knowledge in sales and personal development. He speaks slowly and makes sure to answer and objectify all questions presented. I really enjoy his over all presence he brings to a room. I would highly recommend taking a course.

    Katie Froment

  • Fantastic training experience, I leaned a lot of valuable information from these sessions. Thank you Peter!

    Stelios Spiliotopolous

  • Peter provides effective and easy to implement changes to enhance client facing interactions. Really positive workshop.

    Clarence Yue

  • Peter brings a professional, highly motivating and personal approach to sales training. His ability to clearly convey his message is refreshing and appreciated. If you are interested in hiring Peter as a mentor to your sales team, I highly recommend it.

    Joe Ong

  • Peter is innovative, insightful and truly passionate about his craft. My team has taken very well to his training and I will most certainly continue to use Peter throughout our building process.

    David James

  • I have been lucky enough to have been in a couple of Peter's sales training courses. Everytime I take in something new. His classes are upbeat and engaging, while maintaining a professional environment.

    Hope Mcleod

  • Look forward to his training sessions every year !!! Always something new to learn. Full of energy and enthusiasm!

    Nesrin Darrat

  • Peter's program kept me engaged from the very beginning. He really provided a lot of insight and knowledge from all his years of experience. His training was the first I had that kept me awake and engaged throughout the entire process. Best training I've received in a very long time. Highly recommend Peter and T3 Engagement to better advance yourself!!

    Mina Guirguis

  • Peter is engaging and charismatic. He was very thorough in teaching us how to help ourselves more proficient in developing a customer base that will keep us in control of our workloads. There was a lot of material but it was presented in a manner that made for easy learning and application in the interview process.

    Shayne Menecola

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