Customer Retention & CRM Program

DAY ONE (1/2 Day):       Introduction / Workshop

Powerpoint Presentation

Overview and Benefits of Relationship Marketing

Current State of the Building Site

Retaining Wall Objectives

How You Can Build a Retaining Wall

Preparing the Site

The Tools

Why Build a Retaining Wall? 12 Elements of Retention
Current Situations
Solutions

What Does a Retaining Wall Look Like

Great customer service
Current retention programs
CRM initiatives – how are they working
How you would make it work

DAY TWO:  Workshops

Content:  Current Site Condition Quick Start Assessment

10 Ways to Think about 1 to 1

 S.W.O.T.

The Gaps

1 to 1 Gap Tool

The 4 keys: Identify, Differentiate, Interact, Customise

Setting Objectives

Establishing Priorities

Inhibitor Exercise

Quick Start Ideas

How to Build the Retaining Wall

Review Quick Start Results

Establish Bricks & Mortar Components

DAY THREE (1/2 Day):    Workshops

Content:  Grabbing the Tools 8 Essential Building Blocks (Strategies)
Architectural Requirements
Designing the Wall
Getting To Work Create Bricks & Mortar Program Schedule
Define Tools Required
Create Teams & Responsibilities

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