Suggested “Follow Up” Tasks

Ask yourself, how would you feel if you received these messages like these IF you were the customer?

More relaxed, confident and comfortable in your decision to become a Client?

Remember… “The fortune is in the follow up!”

Index

  • Basic and essential ‘Tasks’ to set for yourself if you want warmer referrals
  • Energy
  • Land Line & Broadband
  • Mobile Phone
  • CashBack Card, House Insurance and Boiler & Home Cover
  • Bill & Account Related
  • Out of the Ordinary, yet helpful ‘Tasks’
  • Recruitment ‘Tasks’

Instructions on how this page works, please read

  1. The Text in Quotation Marks (“”) is the name of the “Task” you can set.
  2. Simply click “Copy” just ABOVE the desired Task and the text will will be copied to your clipboard ready to paste as the “Task” name.
  3. Content in Brackets () is knowledge and a guideline of the approximate time frame to set the “Task” for you as a Distributor.


***Basic and essential ‘Tasks’ to set for yourself if you want warmer referrals***

Copy

“Send courtesy follow up thank you message – Ask about Referrals?”

(Set this ‘Task’ approximately 2-3 working days from sign up, express gratitude for their time and attention, let them know their application has been received and being processed)

Copy

“1st Bill – Is likely to be abnormal due to up front charges, ‘go live’ dates, and Pro-Rata Billing. Do they see their CashBack on their bill? – Ask about Referrals?”

Copy

“2nd Bill – Is likely to be abnormal due to up front charges, ‘go live’ dates, and Pro-Rata Billing. Do they see their CashBack on their bill? – Ask about Referrals?”

Copy

“3rd Bill – May be abnormal due to ‘go live’ dates and Pro-Rata Billing. Do they see their CashBack on their bill? – Ask about Referrals?”

(Services which have gone live by 9/10th of the month WILL be Billed that month. Set these ‘Tasks’ for around bill availability date, approximately the 10th of the month.


***Energy***

Copy

“Is the Member able to book their Appointment to get their Smart Meters installed? – Ask about Referrals?”

(This can be done either by their UW Website or calling Customer Services. If the option to book the appointment is not there, then encourage the Member to “Register Interest for Smart Meter” which is a link in the Purple ‘Small print’ box at the at the very bottom of the UW Website)

Copy

“Are the Smart Meter Readings showing on the bill? – Ask about Referrals?”

(Set this ‘Task’ 1 month after the Members energy has switched to check with NHQ to ensure the Smart Meter Readings are coming through)

Copy

“‘Go Live’ date for the Electric/Gas is {insert date}, explain to the Member they will be requested to submit Meter Readings a day or 2 ahead of this date and it is essential they do this for accurate billing from their providers – Ask about Referrals?”

(Set this ‘Task’ to help your Members transfer across to UW as easy as possible. Meter readings can be submitted via the Clubhouse Website, Clubhouse App or the Automated telephone number 0333 777 0 999)

Copy

“ESSENTIAL – Need to submit meter reading this month – Ask about Referrals?”

(Set this ‘Task’ periodically to ensure the Client keeps their Account in “Good Order”)

Copy

“1st Step – Fixed Energy Rate Deal ends {insert date}, remember switch to UW or if with UW need to request new fixed rate – Ask about Referrals?”

(Set this ‘Task’ for 60 days before the End Date of the Fixed Rate, the letter the member recieves doesn’t read too great, you could lose a Member, so be ahead of the Letter)

Copy

“2nd Step – Fixed Energy Rate Deal ends {insert date}, remember switch to UW or if with UW need to request new fixed rate – Ask about Referrals?”

(Set this ‘Task’ for the 1st day, of the month, in which their current fixed rate deal ends – this is the soonest the change can take place on their UW account)

Copy

“Has the Electric Key/Card arrived? – Ask about Referrals?”

(Check the status of the Clients’ services transferring across. New keys/cards are typically received within 7 days before they transfer suppliers)


***Land Line & Broadband***

How would you feel if you received these messages? More relaxed, confident and comfortable in your decision?

————————————–

Copy

“When does the Land Line and Broadband Contract end with their ‘current’ provider? – Ask about Referrals?”

(Set this ‘Task’ for 2 months prior of the Prospects actual Contract Date, to avoid them being renewed early with their current provide)

Copy

“Phone line reconnection is set for {insert date time} – Ask about Referrals?”

(Confirm date from the “LATEST CUSTOMER CHANGES” on your Partner Portal)

Copy

“Broadband and Phone line ‘Go Live Date’ is set for {insert date time} – Ask about Referrals?”

The router is usually desptached to arrive a day or 2 before the go live date, the packaging is designed to slip through their letter box. (Confirm date from the “LATEST CUSTOMER CHANGES” on your Partner Portal)

Copy

“Has their Router arrived for Broadband and Phone line ‘Go Live Date’ of {insert date time} – Ask about Referrals?”

(Confirm date from the “LATEST CUSTOMER CHANGES” on your Partner Portal)


***Mobile Phone***

How would you feel if you received these messages? More relaxed, confident and comfortable in your decision?

Copy

“Has the Sim Card arrived and been activated? – Does a Mobile Phone number need to be ported across? – Ask about Referrals?”

(Set the “Task” approximately 3-5 working days from sign up – Sim Card is billed 2 Days after being Despatched)

Copy

“Mobile Phone contract end date is {insert date} – remind to not upgrade early and find out their existing usage and help them with UW – Ask about Referrals?”

(Set the “Task” for 2 months prior of this date so the customer doesn’t get renewed early with their current provider)

Copy

“Is their Handset still in serviceable order or do they need a new handset? – Send link showing Handsets available from UW? – Ask about Referrals?”

(Set the “Task” for 2 months prior of this date so the customer doesn’t get renewed early with their current provider)


***CashBack Card, House Insurance and Boiler & Home Cover***

How would you feel if you received these messages? More relaxed, confident and comfortable in your decision?

Copy

“Has the 1% Everywhere CashBack Card Arrived, Activated and Topped up? – Ask about Referrals?”

(The CashBack Card can take 3-4 weeks from Order to be received. IF the Client logs into their Clubhouse account 24 hours after signup, they can then request their CashBack Card. The CashBack Card is received through a lot quicker. The client does not receive 2 lots of CashBack Card(s), nor is the Client charged twice)

Copy

“Have they got in to the Good habit of using the CashBack Card? Can they see their CashBack on their bill? – Ask about Referrals?”

(This is a great Task to set for about 6 months time, or any random time as an excuse to not just ensure your Customer is getting the most from being with UW, but as an exposure that you still care about them and will remind them you are still around doing the business and ready to help anyone who they know would benefit from being helped by YOU)

Copy

“When is their Home insurance due? (Remind to get a quote from UW) – Ask about Referrals?”

Copy

“Home insurance is due {insert date} – Remind to get a quote – Ask about Referrals?”

(Set this ‘Task’ within 30 days of their current renewal date)

Copy

“UW Boiler & Home Cover end date is {insert date} – remind them to call NHQ to renew it. – Ask about Referrals?”

(Set this ‘Task’ within 30 days of their current renewal date)


***Bill & Account Related***

How would you feel if you received these messages? More relaxed, confident and comfortable in your decision?

Copy

“Need to send Christmas Card – Do NOT Ask about Referrals! Make Christmas about Christmas”

(Set this ‘Task’ for the most suitable date for your own needs)

Copy

“Has the Final Bill come through from {British Gas, Npower, Sky, BT etc} showing the Early Termination Fee (ETF)? – Ask about Referrals?”

(Collate all bills together showing the ETF and send the information uw.co.uk/help/contact-us)

Copy

“6 Month Bill review is due – are things ok with the Energy vs Payment, Broadband, Land Line and Mobile Phone? Have they got in to the Good habit of using the CashBack Card? Can they see their CashBack on their bill? – Ask about Referrals?”

(Refer to “Bill Review” page on here for further advice under the “Tutorials” Section = http://lacrm.co.uk/bill-reviews.php)

Copy

“Annual Bill Review is due – are things ok with the Energy vs Payment, Broadband, Land Line and Mobile Phone? Do they see their CashBack on their bill? – Ask about Referrals?”

(Set this ‘Task’ ahead of the company’s Annual bill review which could mean a budget plan increase and a very unhappy customer)
(Refer to “Bill Review” page on here for further advice)

Copy

“2 Years as established Tenant if account has been kept in good order? (Call PAF to enquire) – They now get 10% Discount off Land Line & Broadband, and your Tenancy Percentage goes down – Ask about Referrals?”

(Set this ‘Task’ for the 2 year anniversary of their Application)


***Out of the Ordinary – yet helpful ‘Tasks’***

How would you feel if you received these messages? More relaxed, confident and comfortable in your decision?

Copy

“Does their Mum, Dad, Sister, Brother, friend etc want to get together for a chat about bills? – Ask about Referrals?”

Copy

“Has the Bank address been changed yet? Update Customer Services Team on 0333 777 0 777 – Ask about Referrals?”

Copy

“Do they want to switch to Paper Billing? – Ask about Referrals?”

Copy

“Social Media referral post? – Ask about Referrals?”


***Recruitment ‘Tasks’***

Would it be helpful to get your Team Members off to a good start?

Copy

“Has the Sponsor/Mentor/Upline shared their Calendar with the New ID to make it easier for the New ID to book their initial appointments they need/want to be supported on?”

(Sharing your calendar with your New ID will make their life easier arranging their appointments (saves the Back & Forth frustrations) and your Existing Team Members can see when you are free to be able to book in with you)

Copy

“How is the Online Training going?”

(Encourage the new Team Member to complete the Online Training within 48 hours to 5 days wherever possible)

Copy

“Have they booked their Class Room Training?”

(Encourage the new Team Member to book on to the soonest and not just the nearest)

Copy

“Has the new Team Member arranged their “Maximum Appointments Day”? – Set a date to arrange as many appointments in 1 day.”

(Encourage the new Team Member to arrange as many opportunities in 1 day to share their UW Business with their warm list, this maximises the time of the Sponsor, the New ID and gets their income coming in)