Client Retention Using Specialized Plans

By Todd Liles Client Retention Using Specialized Plans

To be successful you need repeat business.  You need you clients to see your company as a Merry-Go-Round and not a roller coaster.  Merry-Go-Rounds are fun, simple, and not a risky move.

 You need to develop you Scheduled Service Plans in a similar fashion to the Merry-Go-Round.  Think of these keys to success when you are creating your Service Plans:

  1. Fun and Flash:  Does your Service Plan look attractive?  Does it look fun?  When you go to market with your service plans make them look attractive.  Use visual tools such as pictures and actual equipment to build the value in your service plan demonstration.  Add color to your prints.  The additional investment goes a long way.
  2. Keep It Simple:  I have seen service plans that are amazingly complicated.  They leave the homeowner dazed and confused.  This is not good.  A Service Plan needs to be simple, easy, and not scary!  It’s okay to have multiple plans that build in value.  Just make sure that each value building step is clearly defined and not overly complicated.
  3. Go In A Circle:  The Merry-Go-Round always comes back to the place it started.  Your plans should do the same.  You don’t want your client getting off the ride.  Set your plans up so that it is easy for your client to do business with you year-after-year.

If your business is Plumbing, Electrical, Roofing, or Air Conditioning you need Scheduled Service Plans that will retain your clients.  With proper training and a fun plan, you can create the “See You Again!” Merry-Go-Round effect in your business.

-Resource curated by Todd Liles of Service Excellence Training.

What SETs Us Apart?

Proactive Business Plans

A proactive business is a successful business. That's why our team takes the time to make sure every client has a proactive, not reactive, business plan. Our strategies make your business run more smoothly and profitable.

Proven Results

Our training services help businesses identify and achieve their key performance indicators (KPIs). Whether it's increased revenue or higher satisfaction rates, our methods allow you to see immediate and continued results.

Personalized Training

Our team of experts works hard to make sure your business gets personalized training. We'll work with your team one-on-one or in group settings to set and achieve your business goals. We develop training based on your goals!

Prioritizing People

We believe that people are the most valuable asset. We strive to provide outstanding benefits, life balance, leadership, and support to our team. We believe in helping people reach their greatest level of growth, contribution and satisfaction.

Success Stories

I've increased my sales from $250,000 a year to over $400,00! This really works.

-Scott Putman, Putman Plumbing

Success Stories

Over $2,400,000 in sales my second year after training with SET!

-Chris Yanez, Selling Tech

Success Stories

I sold $18,867 on my first call after SET's Press Play for Sales event series!

-Jake Pettit, Selling Tech

Success Stories

We have been with Service Excellence Training since 2015 and believe it is an integral part (training, coaching, mentoring) to our overall business model.

-Judy Mueller-Hyde, Director of Operations
Hydes HVAC Company Logo

Trusted By

horizontal red and purpler plumbtite logo
142 Cimarron Park Loop, Ste E, Buda, TX 78610
Join our newsletter
© 2024 Service Excellence. All Rights Reserved
Website by Leadhub