TERRA-404PORTFOLIOLive
The customers you have won. Kept.
A board for existing customers that shows who is going quiet, with a rhythm of touches (a task, an e-mail or a call) for each one.
Inside TERRA-404 PORTFOLIO
4 capabilities, one number each.
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Six columns
New customer, open request, in touch, time to call, going quiet, gone. Two of them are worked out from the data every time the board opens.
TERRA-404 PORTFOLIO
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A rhythm per customer
Every 14, 30, 60 or 90 days, set for each customer.
TERRA-404 PORTFOLIO
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How to reach them
A task for a person, a reminder e-mail, or a call from the agent.
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Five a day
Nobody gets more than five touches a day.
TERRA-404 PORTFOLIO