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"!

Check all the services I have available

Services

Some Clients Who Took this Service

Strait-Way Kia

Murray Chrysler Strathmore

Myers Barrhaven Nissan

What they are saying...

  • 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

  • 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

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

    Denis Kirk, Brand Specialist, Audi Kelowna

  • the nice thing about Peter is that he is open to discussion and involving the entire class - awesome job Peter
    - Sales Consultant, Superior Chrysler

    Training & Sales Development

  • 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

  • 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

  • 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

  • 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

  • after this Workshop I will be changing my word track to get more “yes” from customers - Peter presented many ideas today and he is very detailed with great ideas for customer engagement - the material was great and Peter is one of the first presenters that makes me want to review his material

    Alan Gordon, Sales Consultant, Centennial Mazda

  • Peter provided lots of ideas to implement and the importance supporting Lease with my Team – he has great ideas and a great belief system that is about “helping people” – great topics

    Mandy Tamaki, Financial Services Manager, Turner VW

  • after today’s session I will make more time to work harder and smarter thanks to Peter - he is really good at presenting the facts about our business and is very easy to follow - today was great
    - Sales Consultant, Varsity Chrysler

    Training & Sales Development

  • 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 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

  • 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

  • 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

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