BUSINESS RETENTION AND

EXPANSION - WEBINAR

MEET “JOE”

A BUSINESS RETENTION &

EXPANSION (BR&E) PROFESSIONAL

The

Pro

HE NEEDS TO KNOW HIS CLIENTS

BETTER

The

Pro

SO THAT HE CAN FOCUS HIS

EFFORTS ON MEETING THEIR NEEDS

The

Pro

I need

help!

The

Pro

HE MAKES FREQUENT APPOINTMENTS

WITH HIS CLIENTS TO MEET THEM AND

COLLECT INFORMATION

The

Pro

BUT THERE ARE HUNDREDS OF

CLIENTS AND ONLY 1 JOE.

The

Pro

THIS MAKES IT DIFFICULT TO ESTABLISH A

PERSONAL RAPPORT WITH ALL OF HIS

CLIENTS.

HelpHelp

Help

Help

Help Help

Help

Help

The

Pro

AND IT’S TOO DIFFICULT TO COLLECT

CLIENT-SPECIFIC INFORMATION AND

DISTILL CRITICAL INSIGHT FROM THIS

DATA.

The

Pro

EVEN WHEN HE IDENTIFIES THE

PROBLEM, IT CAN TAKE HIM SEVERAL

DAYS TO SEND HELPFUL INFORMATION TO

HIS CLIENTS/CONTACTS.

The

Pro

JOE WANTS TO HELP LOCAL

BUSINESSES SUCCEED AND GROW.

The

Pro

BUT THESE LIMITATIONS AFFECT HIS

PERFORMANCE AND HIS COMMUNITY – HE

NEEDS SOME SUPPORT

INTRODUCING THE PROTRACKPLUS

CLOUD-BASED BR&E MODULE

IT’S BUILT SPECIFICALLY FOR JOE, THE

BR&E PROFESSIONAL

The

Pro

PROACTIVE

NOW JOE CAN PLAN MEETINGS, SURVEYS,

PHONE CALLS, AND E-MAIL COMMUNICATIONS

WITH HIS CLIENTS WELL IN ADVANCE USING

THE TOUCHPOINT PLANNING TOOL.

The

Pro

MOBILE

JOE CAN UPDATE CLIENT/CONTACT

INFORMATION WHILE TRAVELING ON HIS

MOBILE PHONE OR TABLET.

EFFICIENT

HE CAN ACCESS THE SURVEY MODULE TO

COLLECT INFORMATION FROM ALL CLIENTS

ELECTRONICALLY –

NO MANUAL PAPERWORK REQUIRED.

CUSTOMIZABLE

JOE CAN EITHER USE SURVEY TEMPLATES

DESIGNED BY EXPERT BR&E CONSULTANTS

AND SUBJECT MATTER EXPERTS (SMES)

OR DESIGN CUSTOM SURVEYS TO COLLECT

DATA.

The

Pro

REPORTING DONE FOR YOU

DATA CAPTURED THROUGH SURVEYS ARE

STORED AND AUTOMATICALLY ANALYZED

AND PROVIDE DEEPER INSIGHT ABOUT THE

CLIENTS.

Total Pending, 1

1%

Total Responded

, 89%

Survey Breakdown

EXECUTIVE LEVEL ANALYSIS

JOE CAN IMMEDIATELY SHARE CREATIVE REPORTS

FOCUSED ON MACRO-ECONOMIC FACTORS, CLIENT

RETENTION, AND THE IMPACT ON THE COMMUNITY

IN SECONDS

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Business Needs

Alternative Needs

Economic Outlook

Leadership Status

Business Performance

Retainable Ratings

44%

78%

60%

95%

83%

72%

Reta

ina

ble

Pe

rce

nta

ge

Retainable Ratings Summary

RESPONSIVENESS TO CLIENTS

THE RESOURCE DATABASE IN THE CLOUD ALLOWS

JOE TO COLLECT RELEVANT INFORMATION IN ONE

PLACE AND SHARE IT WITH HIS CLIENTS INSTANTLY.

The

Pro

INTEGRATION

FROM NEW BUSINESS LEAD TO BR&E

COMMUNICATIONS,

THE DATA SEAMLESSLY FLOWS FROM SALES

TO SERVICE.

THE SYSTEM

MAKES JOE’S DAY MORE SIMPLE, MORE

AUTOMATED, MORE TARGETED, MORE

EFFECTIVE…

AND OCCASIONALLY END A LITTLE EARLIER!

IN CONCLUSION