Saturday, February 04, 2012     |
Top 10 Retention Tips

10.  Call your members in pre-cancel status.

9.   Get your new member's email address and make sure you sign up every new membership for the autoresponder (Member Retention email series) and Integrity Resources.

8.   Don't make emergency 911  type sales or utilize online membership leads.

7.   Be sure that you call your new member in the first week of their membership.

6.   Be sure to explain that service may be interrupted if they choose to pay by credit card and it expires.  Encourage them to choose the bank draftt option.

5.   Explain the information they'll find on their memberhsip card and go over the Will Questionnaire.

4.  Have a "restaurant owner's mentality" and try to help resolve any challenges the member is having.

3.  Add-on the Identity Theft Shield and have the Credit Monitoring Authorization form ready to fill out and fax in after processing.

2.   Sell the membership correctly (use third party tools, don't oversell, use stories, etc.)

1.   Remember that each part of the membership application has a purpose.  On the back of the pink copy write down three situations the member has to use the membership.  On the back of the yellow copy have the new member give you 1-5 names of people you can help with the membership.  On the front of the white copy make sure it's filled out correctly, legibly and completely.

 

Did you know...   That 60% of member cancellations are from non-usage.

Help your new members experience the exceptional value of their Pre-Paid Legal Plan.  Make suggestions on how they can use the membership and follow up to check on their progress.  Building a good relationship with your customers will keep them as members. 

Autoresponder  - Personalized Retention Letters sent to your new members with your contact information.  Any referrals (requested in the letters) are sent directly to you. 

Top 5 Tips - Melanie Lawson, PPL corporate
 

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