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I was a bank teller in college -- we would call new account signups after one month of having signed up to double check that they got their debit card, checks,
by sharkweek 13y ago
I was a bank teller in college -- we would call new account signups after one month of having signed up to double check that they got their debit card, checks, etc., just to make sure things were going ok.
People were blown away that we were doing this, and the ones that had something go wrong were really grateful we were proactive in helping them before they had even asked for it.
It was a quick 2-3 minute conversation, but really was extremely valuable in client retention.