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Delivering Customer Engagement Solutions through Inbound, Outbound, Live Chat, Quality Monitoring and Social Media Services. Experienced People | Innovative Technology | Remarkable Results 1 www.etechgs.com | confidential

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Page 1: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Tips to Effectively Create Sense of Urgency in Sales Scarcity Scarcity is said to be one of the most powerful methods of

Delivering Customer Engagement Solutions throughInbound, Outbound, Live Chat,

Quality Monitoring and Social Media Services.

Experienced People | Innovative Technology | Remarkable Results

1www.etechgs.com | confidential

Page 2: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Tips to Effectively Create Sense of Urgency in Sales Scarcity Scarcity is said to be one of the most powerful methods of

Let’s Vacation

Consumer Sales

CALL FILTERS

CROSS SELL: TPP & TPP+

CONFIRMED BOOKING & SUCCESSFUL PAYMENT

ASK FOR SALE

ANALYSIS ON CUSTOMER OBJECTIONS

▪ Monthly Trend▪ Recommended Phrases for Ask for Sale▪ EI Recommendations – Bridge Gap Analysis▪ Agent Arcade

▪ Cancellation (General, Flight, Hotel, Vacation)▪ Booking Number: Asked

▪ Monthly Trend ▪ Confirmed Booking – Ask for sale Vs Didn’t

ask for sale▪ Monthly Trend - Successful Payment▪ Predictive Analysis: Successful Payment &

Estimated Revenue

▪ Monthly Trend▪ Recommended Phrases for Cross

Sell TPP & TPP+▪ Agent Arcade

▪ Monthly Trend: Expensive & Call Back Later

▪ Agent Rebuttals▪ EI Recommendations – Agent

Check List▪ Agent Arcade

CREATING URGENCY

▪ Monthly Trend▪ Urgency with Booking Number: Provided▪ Agent Arcade

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12.13%

10.88%

13.64%

11.30%

Booking Number: Asked

Nov

Dec

Jan

Feb

7.35%

9.02%8.56%

9.19%

Cancellation (All)

Nov

Dec

Jan

Feb

Call Filters: Cancellation

Etech EI team noticed a small number of calls received in sales queue – these were cancellation calls in which customers called to cancel their booking – This was followed

by few existing customers wherein agents asked for their existing Booking Number

Monthly Trend: Cancellation calls Monthly Trend: Booking Number Asked

3

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64.40%

65.65%

68.97%

68.55%

Jan’19

Dec’18

Nov’18

Feb’19

-1.25%

4.57%

-0.42%

Overall %: Ask for sale

16

74

16

21

18

21

21

72

10

99

10

44 12

56

14

89

65.65%

64.40%

68.97%

68.55%

62.00%

63.00%

64.00%

65.00%

66.00%

67.00%

68.00%

69.00%

70.00%

0

500

1000

1500

2000

2500

3000

3500

4000

Nov Dec Jan Feb

Eligible Ask for Sale calls Ask for sale Ask for Sale %

Focal Point: Ask for Sale

Monthly Trend: Ask for Sale

4

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Ask for Sale: Phrase Adherence

Top 5 Phrases 1 2 3 4 5

Phrase “Payment” “No Obligation” “Get Names” “Put on Hold” “Book It’

Adherence 75.63% 54.63% 54.01% 49.35% 39.92%

When to use it?

• After Offering Price• After Recap and Total

Pricing• Overcoming Customer

Objection: Expensive/Price is High

• After Recap and Total Pricing• After Finalizing the Package and

giving Price Info• Pricing of the Package and

Insurance• Customer Objection: Call

Back/Expensive

• After Finalizing the Package and giving

Price Info• After Discussing

Package details

• After Offering Price

• After Recap and Total Pricing

• Customer Objection: Call Back/Expensive

• After discussion about the required package and its

components• After Finalizing the Package

and giving Price Info• After discussing the package

price and components

1 2

Confirm Today Put Together

21.43% 25%

Phrase Adherence

Phrase In Adherence

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Ask for Sale: Agent Arcade

❑ Top Performers ❑ Bottom Performers

AgentEligible Ask for

Sale callsAsk for Sale % (Dec'18 - Feb'19)

Denae 51 43 84.31%

Nancy 96 79 82.29%

Paula 118 95 80.51%

Marlene 85 67 78.82%

Gloria 129 101 78.29%

Matthew 92 72 78.26%

Nancy 58 45 77.59%

Cindy 68 51 75.00%

Diana 56 42 75.00%

David 66 49 74.24%

AgentEligible Ask for

Sale callsDidn’t Ask for

Sale% (Dec'18 - Feb'19)

Leann 54 32 59.26%

Jackie 60 31 51.67%

Dahn 62 32 51.61%

Brenda 83 41 49.40%

Roger 57 27 47.37%

Jonathan 53 25 47.17%

Lisa 81 36 44.44%

Kelly 62 27 43.55%

Robert 138 57 41.30%

Michelle 52 21 40.38%

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Best Practices – Ask For Sale

01

02

03

04

Price out/Quote Package Price & Ask for Sale

Cross Sell Insurance & Ask for Sale

Ask for Sale & Cross Sell Insurance

Creating Urgency & Ask for Sale

37.94%

41.62%

55.85%

7.46%

Total Eligible Calls: 2172Price Out & Ask for Sale: 904 (41.62%)

Total Eligible Calls: 2172Cross Sell Insurance & Ask for Sale: 1213 (55.85%)

Total Eligible Calls: 2172Ask for Sale & Cross Sell Insurance: 824 (37.94%)

Total Eligible Calls: 2172Created Urgency & Ask for Sale: 162 (7.46%)

12.86%

Successful Payment

13.05%

14.08%

11.11%

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Best Practices – Ask For Sale

Agent : We can offer a Standard Insurance at forty-three dollars per person which you can cancel for any reason and get a voucher for future travel.

Agent : So, let's say on this option I get hold it for you for twenty-four hours by taking your names and dates of birth.

Agent : If you have the insurance, you always have an option to cancel for any reason

Agent : Did you want me to go ahead and book this for you?

1) Cross Sell Insurance & Ask for Sale 2) Price out/Quote Package Ask for Sale 3) Ask for Sale & Cross sell Insurance

Agent : So, the final price is eight hundred dollars and then the final payment would be due on February twenty eighth thirty days prior to departure

Agent : Okay now let's put something on hold

there

Agent : So, I'm looking at a price of two thousand

seven hundred fifty dollars

Agent : So, would you like to go ahead and book it

Agent: So, we go ahead and get this held here for

you

Customer: I think so

Agent: Now did you wanna add Insurance at this

time

Agent : You can definitely put it on a no

obligation twenty-four hours Courtesy hold

Agent : The trip protection based on the cost of

the bookings, I will get you pricing on that the

two options, both have flight delayed, baggage

delay, medical as well as trip cancel for any

reason coverage

4) Urgency & Ask for Sale

Agent : Our pricing is subject to change based on availability

Agent : If you wanna hold that we can hold it for twenty-four hours

8

Sample Calls

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EI Recommendation – Gap Analysis (Action Plan)

G A PCurrent State Desired State

Gap Analysis involves the comparison of actual performance with potential or desired performance. In other words, Gap Analysis is a formal study which describes the current state and where it wants to go in the future

Identified 32% Agent Opportunities for the Major Focal

Point: Ask for Sales

Agents can recognize the call flow and effectively ask for sale after:• Cross Selling Insurance• Pricing Out the Package• Package Recommendation• Overcoming Customer Objections

Improve the overall Ask for Sale Opportunity Percentage by 5%

Key steps to bridge gap

Action Plan: Behavior Mapping

• Identify Positive & Negative Behaviors for Focal Point: Ask for Sale• Tool: Deming Cycle OR Plan – Do – Check – Act• Successful and efficacious techniques to overcome opportunities on Ask for Sale• Performers/Offenders list and trending

9

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15.90%

13.56%

15.45%

15.85%

Jan’19

Dec’18

Nov’18

Feb’19

2.34%

-0.45%

0.40%

Overall %: Creating Urgency in Sales Creating Urgency on Calls

10

99 10

44

12

56

14

89

149166

194

236

13.56%

15.90%

15.45%

15.85%

12.00%

12.50%

13.00%

13.50%

14.00%

14.50%

15.00%

15.50%

16.00%

16.50%

0

200

400

600

800

1000

1200

1400

1600

1800

2000

Nov Dec Jan Feb

Ask for Sale Urgency with Ask for Sale Urgency with Ask for Sale %

Monthly Trend: Creating Urgency in Sales

10

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AgentEligible Ask for

Sale callsDidn't Create

Urgency% (Dec'18 - Feb'19)

Mary 23 19 82.61%

Nancy 96 76 79.17%

Marlene 85 63 74.12%

Matthew 92 67 72.83%

Cindy 68 49 72.06%

Nancy 58 41 70.69%

Denae 51 36 70.59%

David 66 46 69.70%

Craig 89 62 69.66%

Mary 62 42 67.74%

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Agent Arcade: Creating Urgency

❑ Top Performers ❑ Bottom Performers

AgentEligible Ask for

Sale CallsCreate Urgency % (Dec'18 - Feb'19)

Lance 29 13 45%

Alicia 43 14 33%

Alicia 33 9 27%

Paula 118 32 27%

Jacqueline 45 12 27%

Gloria 129 30 23%

Nita 43 10 23%

Valorie 46 10 22%

Lindsey 90 19 21%

Judy 63 13 21%

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Phrase Adherence & EI Recommendations – Urgency in Sales

Key Words Adherence

Prices/Availability are subject to change 31.78% (75 calls)

based on availability 22.03% (52 calls)

Price/Rates may/might change 13.14% (31 calls)

get locked in 9.75% (23 calls)

Can't Guarantee Price 7.63% (18 calls)

Last/Few Left 6.36% (15 calls)

Prices Fluctuate 2.12% (5 calls)

Phrase Adherence

Tips to Effectively Create Sense of Urgency in Sales

ScarcityScarcity is said to be one of the most powerful

methods of creating urgency in sales.

It helps to get back the Customer to close the deal immediately & to show that the Holiday Package/Flight Ticket/Hotel Reservation is scarce and if not

taken up now, (s)he is definitely going to miss a good offer.

Limited TimeDeadlines can be a great way to help Customers make up their mind

By placing a time limit on a Package/Hotel/Room/Flight, agents are showing customers that the Holiday Package/Flight Ticket/Hotel

Reservation is offered only for a special occasion at the current price.

Better PriceNothing works better than discounts to compel

the customers to take action

Tell Customers that the price they have at offer is the best Price Match

When customers know that the deal is going to save them money, the chances of them giving agents a go-ahead increase.

12

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47.32%

46.41%

48.41%

50.24%

Jan’19

Dec’18

Nov’18

Feb’19

0.91%

1.09%

1.83%

Overall %: Confirmed Booking

10

99

10

44

12

56

14

89

51

0

49

4

60

8 74

8

46.41%47.32%

48.41%

50.24%

44.00%

45.00%

46.00%

47.00%

48.00%

49.00%

50.00%

51.00%

0

500

1000

1500

2000

2500

Nov Dec Jan Feb

Ask for sale Confirm bookings Confirmed Booking %

Confirmed Booking: Booking Number Provided

Monthly Trend: Booking Number Provided

13

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46.41% 47.32% 48.41%50.24%

12.85%10.48%

14.02% 13.03%

Nov Dec Jan Feb

Confirmed Booking with Ask for Sale Confirmed Booking without Ask for sale

The below chart shows the trending on Booking Number (booking number: Provided) when agents are effectively asking

for sale and instances wherein agents didn’t ask for sale. The probability of confirmed Booking is almost Three Times

more (35.46%) when agents are asking for sale

Confirmed Booking: Ask for Sale Vs Didn’t Ask

Monthly Trend on Agents asking for Sale V/s Agents who didn’t ask for Sale

14

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10

99

10

44

12

56

14

89

51

0

49

4

60

8

74

8

6689

99

131

12.94%

18.02%

16.28%

17.51%

0.00%

2.00%

4.00%

6.00%

8.00%

10.00%

12.00%

14.00%

16.00%

18.00%

20.00%

0

500

1000

1500

2000

2500

Nov Dec Jan Feb

Ask for sale Confirm bookings Successful Payment Successful Payment %

18.02%

12.94%

16.28%

17.51%

Jan’19

Dec’18

Nov’18

Feb’19

-5.08%

-1.74%

1.23%

Overall %: Successful Payment Confirmed Sales: Payment Successful

Monthly Trend: Successful Payment (Confirmed Reservations)

15

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77.11%

79.33%

79.85%

78.73%

Jan’19

Dec’18

Nov’18

Feb’19

-2.22%

2.73%

-1.12%

Overall %: Cross Sell: TPP & TPP+

16

74

16

21

18

21

21

72

13

28

12

50 14

54

17

10

79.33%

77.11%

79.85%

78.73%

75.50%

76.00%

76.50%

77.00%

77.50%

78.00%

78.50%

79.00%

79.50%

80.00%

80.50%

0

500

1000

1500

2000

2500

3000

3500

4000

4500

Nov Dec Jan Feb

Total Eligible Calls TPP/TPP+ Offered TPP/TPP+ %

Monthly Trend: Cross Sell TPP & TPP+

Focal Point: Cross Sell TPP & TPP+

16

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Top 3 Phrases 1 2 3

Phrase “Cancel For Any Reason”“Add/Want/Include/Interested in

Insurance”“Add/Want/Include/Interested in

Travel Protection”

Adherence 64.74% 14.21% 12.81%

When to use it?

• While Pricing the package

• After Recap & Total Pricing

• Recommending Hotel/Room/Flight/Vacation Package

• Before/After Asking for Sale

1 2

Two options/two different plansAre we doing any kind of/type of

Insurance/Travel Protection?

How/whatAbout

Insurance/Travel Protection

5.15% 2.28% 1.05%

Phrase Adherence

Phrase In Adherence

Cross Sell TPP & TPP+: Phrase Adherence

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Cross Sell TPP/TPP+: Agent Arcade

❑ Top Performers ❑ Bottom Performers

AgentEligible Cross Sell TPP Calls

Cross Sell TPP/TPP+Cross Sell

TPP/TPP+ %

Denae 81 75 92.59%

Alicia 111 102 91.89%

Kimberly 107 98 91.59%

Reshma 98 88 89.80%

Paula 72 64 88.89%

Kelly 97 86 88.66%

Lisa 61 54 88.52%

Kelly 104 92 88.46%

Lindsey 117 103 88.03%

Jolene 146 128 87.67%

AgentEligible Cross Sell

TPP CallsDidn’t Cross

Sell TPP/TPP+Cross Sell

TPP/TPP+ %

Sidney 77 44 57.14%

Leann 47 25 53.19%

Bill 104 54 51.92%

Jonathan 49 24 48.98%

Roger 52 23 44.23%

Sandra 46 20 43.48%

Maylasia 49 21 42.86%

Karen 45 19 42.22%

Harold 65 27 41.54%

Reichenberger 48 18 37.50%

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Customer Objection Analysis

79%12.98%

29.56%

❑ 12.98% of times noticed customer objections on High Price/Too Expensive/Can’t

Afford

❑ 282 calls from the total population of 2172 calls

❑ 29.56% of times noticed customer objections on Call Back Later/Time is not right

❑ 642 calls from the total population of 2172 calls

15.95%12.77% 13.51% 12.98%

26.28%29.67% 28.94% 29.56%

Nov Dec Jan Feb

Customer Objection: Expensive/High Price Customer Objection: Call Back Later/Time

Monthly Trend: Customer Objections – Expensive and Call Back Later

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79%

47.19%44.44%

42.28%

49.29%46.82%

38.16%40.65%

49.65%

8.99% 8.70% 7.72%11.35%

Nov Dec Jan Feb

Agent Rebuttal: Expensive Agent Rebuttal: Booking on Hold Agents Creating Urgency

31.14%

26.82%29.41% 29.60%

8.55%7.32% 7.38%

9.91%

Nov Dec Jan Feb

Agent Rebuttal: Booking on Hold Agents Creating Urgency

Customer Objection Analysis

Monthly Trend: Agent Rebuttals to customer Objection: Call Back Later/Time

Monthly Trend: Agent Rebuttals to Customer Objection: Expensive/Price is High

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Customer Objection Analysis: Rebuttal Adherence

Rebuttal Type Rebuttal Adherence

Rebuttal Expensivethat's the best/lowest price 46.04%

the least expensive 31.65%

Booking on HoldPut it on/Twenty Four Hours Hold 56.12%

Courtesy Hold 51.80%

Creating UrgencyPrice/Rate are subject to change 26.62%

Just/get/gonna/wanna/ get that/you are locked in 12.23%

Customer: I just was gonna get the cheapest rental car for the period of time

Agent: Alright, let's go and get the names on here we'll get this price locked in

Customer: no don't do that I'm gonna call back

Agent: if you don't hold of that prices are not

guaranteed and when you call back the prices are

subject to change

Customer: let me call them back and see if they

wanna do it that way

Agent: you can call us back and would love to put on

hold for you

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Sample Calls

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Customer Objection Analysis: EI Recommendations

Customer Objection Method Agent Response

• Is there cheaper flight on theapp and if they left later

• Whatever is most affordable

• Anything cheaper than that

• I think it's over their budget

• No I can't afford to get this

• I know I can find it cheaper

SubstitutionPlease allow me a moment. Let me look out for another Hotel/Affordable

Rooms/Flight which will best fit your needs

BoomerangI can understand your concern on High Price/Expensive/Cheaper flights; however, let me share something here (add benefit/value statements or $$ customers will save)

QuestionTo make sure I get you the best Hotel/Room/Flight, could you please let me know

your budget?

Superior PointI understand. Our prices are slightly higher, but with good reason. (add benefit/value

statements or amenities customers will receive)

DenialI completely understand your concern; however, this is the best affordable

Hotel/Flight/Room preferred by most of the customers

Third Party

Kelby, one of my customers, questioned and had a same concern on Price when he confirmed the booking a year ago. However, recently we received a letter in which he

praises the service and hospitality he received at Hotel/Room/Flight

▪ In the below table we have recommended six specialized methods for handling objections: Substitution, Boomerang, Question, Superior Point, Denial, and Third Party (Customer Objection Checklist for every agent)

▪ Based on the preferred rebuttals used on the calls, agents can prepare a checklist and use on calls to overcome customer objection: Expensive/Price is High

Customer Objection: Expensive/Price is High

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Customer Objection Analysis: EI Recommendations

▪ While analyzing calls, we observed that the majority of the agents failed to overcome Customer Objection: Call Back Later/Time.

▪ We were only able to capture 7 calls (1.09%) wherein agents gave an effective rebuttal to customer Objection: Call Back Later/Time. Most of the agents either inform the customer to keep their booking on Hold (Agent Rebuttal: Hold) or Creating Urgency on Calls (Agent Creating Urgency)

▪ Taking into consideration the current call flow, we recommend agents to follow the below suggested 3 steps process whenever they experience Customer Objection: Call Back Later/Time on the call

Questioning Establishing a Sense of

UrgencyRebuttal: Booking on Hold

Ask open-ended questions to encourage customers to talk and

understand the actual reason

Use “Creating Urgency” Reason along with the Open ended

question to let customer know the importance of Booking a

reservation right now on the call

Use this technique in case agent fails to overcome the objection or

fails to identify the objection

Could you please let us know what is holding you back from doing the

reservation today?

OR

I completely understand your concern and you can definitely call us back and book your reservation

Let me tell you that Prices/availability are subject to change

OR

However, I want to finish your booking today because I cannot guarantee you the price

you’re getting today

OR

I would recommend you to finish your booking since prices/rates might change.

I do respect your decision and would you like to keep this booking

on twenty four hours hold?

OR

Would you like me to go ahead and keep this booking on twenty

four hours courtesy hold?

Customer Objection: Call Back Later/Time

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Let’s Vacation

TA Sales

CALL FILTERS

CROSS SELL: TPP & TPP+

CONFIRMED BOOKING & SUCCESSFUL PAYMENT

ASK FOR SALE

ANALYSIS ON CUSTOMER OBJECTIONS

▪ Monthly Trend▪ Recommended Phrases for Ask for Sale▪ EI Recommendations▪ Agent Arcade

▪ Cancellation (General, Flight, Hotel, Vacation)▪ Booking Number: Asked

▪ Monthly Trend ▪ Confirmed Booking – Ask for sale Vs Didn’t

ask for sale▪ Monthly Trend: Successful Payment▪ Predictive Analysis: Successful Payment &

Estimated Revenue

▪ Monthly Trend▪ Recommended Phrases for Cross

Sell TPP & TPP+▪ EI Recommendations▪ Agent Arcade

▪ Monthly Trend: Expensive & Call Back Later

▪ Agent Rebuttals▪ Agent Arcade

CREATING URGENCY

▪ Monthly Trend▪ Urgency with Booking Number: Provided▪ Agent Arcade

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8.54% 8.53%

9.12%

7.51%

Booking Number: Asked

Nov

Dec

Jan

Feb

7.24%

8.17%

5.72%5.33%

Cancellation (All)

Nov

Dec

Jan

Feb

Call Filters: Cancellation

Etech EI team noticed a small number of calls received in sales queue – these were cancellation calls in which customers called to cancel their booking – This was followed

by few existing customers wherein agents asked for their existing Booking Number

Monthly Trend: Cancellation calls Monthly Trend: Booking Number Asked

25

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43.74%

45.80%

45.99%

46.98%

Jan’19

Dec’18

Nov’18

Feb’19

-2.05%

2.25%

0.99%

Overall %: Ask for sale

19

63

19

98

25

44

26

69

89

9

87

4

11

70

12

54

45.80%

43.74%

45.99%

46.98%

42.00%

43.00%

44.00%

45.00%

46.00%

47.00%

48.00%

0

500

1000

1500

2000

2500

3000

3500

4000

4500

Nov Dec Jan Feb

Eligible Ask for Sale calls Ask for sale Ask for Sale %

Focal Point: Ask for Sale

Monthly Trend: Ask for Sale

26

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Ask for Sale: Phrase Adherence

Top 5 Phrases 1 2 3 5

Phrase “Go Ahead” “Get Started” “Put on Hold” “Book It’

Adherence 60.55% 48.11% 44.46% 43.23%

When to use it?• After discussing the package price

• Before making the payment• After offering the package price

• After/while discussing the package components

• After pricing the package

• After/While pricing the package• After pricing and recap of the

package• Before Payment

• After pricing of the package• After discussing about the package

details• While discussing about the package

components

1 2

No Obligation Confirm Today

22.22% 16.88%

Phrase Adherence

Phrase In Adherence

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AgentEligible Ask for

Sale callsDidn’t Ask for

Sale% (Dec'18 - Feb'19)

Leann 54 32 59.26%

Jackie 60 31 51.67%

Dahn 62 32 51.61%

Brenda 83 41 49.40%

Roger 57 27 47.37%

Jonathan 53 25 47.17%

Lisa 81 36 44.44%

Kelly 62 27 43.55%

Robert 138 57 41.30%

Michelle 52 21 40.38%

Ask for Sale: Agent Arcade

❑ Top Performers ❑ Bottom Performers

AgentEligible Ask for

Sale callsAsk for Sale % (Dec'18 - Feb'19)

Denae 51 43 84.31%

Nancy 96 79 82.29%

Paula 118 95 80.51%

Marlene 85 67 78.82%

Gloria 129 101 78.29%

Matthew 92 72 78.26%

Nancy 58 45 77.59%

Cindy 68 51 75.00%

Diana 56 42 75.00%

David 66 49 74.24%

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Best Practices – Ask For Sale

01

02

03

04

Price out/Quote Package Price & Ask for Sale

Cross Sell Insurance & Ask for Sale

Ask for Sale & Cross Sell Insurance

Creating Urgency & Ask for Sale

21.02%

24.09%

35.56%

2.36%

Total Eligible Calls: 2669Price Out & Ask for Sale: 643 (24.09%)

Total Eligible Calls: 2669Cross Sell Insurance & Ask for Sale: 949 (35.56%)

Total Eligible Calls: 2669Ask for Sale & Cross Sell Insurance: 561 (21.02%)

Total Eligible Calls: 2669Created Urgency & Ask for Sale: 63 (2.36%)

5.06%

Successful Payment

4.82%

6.06%

4.76%

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Best Practices – Ask For Sale

Agent : Did you want me to include the cancel for any reason Insurance transactions?

Agent 9:50: You want me to put that on a courtesy

Agent: : Okay so the Insurance would be two zero nine per person and the standard would be one forty four per person

Agent: : Okay and now I just need to get their names and I don't have passport

1) Cross Insurance & Ask for Sale 2) Price out/Quote Package Ask for Sale 3) Ask for Sale & Cross Sell Insurance

Agent : we're looking at three thousand one hundred nine dollars and sixty-eight cents on that booking

Agent : Do you wanna go ahead and hold the reservation today?

Agent : I am getting a total package price of one thousand five hundred thirty dollars and fifty three cents

Agent : Do you wanna put a name and put this on hold at this time

Agent : Do you want to put this on hold?

Agent: : And hey did you want the insurance plan on this package

Agent : We can do a payment if you want

Agent: : I'm getting Insurance in case anybody has to cancel for any reason

4) Urgency & Ask for Sale

Agent : Right of course, the price is subject to change

Agent : Right now, we're gonna hold what we have

30

Sample Calls

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10.18%

9.90%

10.51%

11.00%

Jan’19

Dec’18

Nov’18

Feb’19

0.28%

0.33%

0.49%

Overall %: Creating Urgency in Sales Creating Urgency in Sales

89

9

87

4 11

70

12

54

89 89

123

138

9.90% 10.18%

10.51%

11.00%

9.20%

9.40%

9.60%

9.80%

10.00%

10.20%

10.40%

10.60%

10.80%

11.00%

11.20%

0

200

400

600

800

1000

1200

1400

1600

Nov Dec Jan Feb

Ask for Sale Urgency with Ask for Sale Urgency with Ask for Sale %

Monthly Trend: Creating Urgency in Sales

31

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Agent Arcade: Creating Urgency

❑ Top Performers ❑ Bottom Performers

AgentEligible Ask for

Sale CallsCreate Urgency % (Dec'18 - Feb'19)

Alicia 46 8 17.39%

Charity 66 10 15.15%

Lisa 61 9 14.75%

Leann 47 6 12.77%

Gloria 159 20 12.58%

AgentEligible Ask for Sale

callsDidn't Create

Urgency% (Dec'18 - Feb'19)

Brandie 17 12 70.59%

Marlene 130 84 64.62%

Matthew 146 94 64.38%

Nancy 48 30 62.50%

Kimberly 107 62 57.94%

Sian 127 71 55.91%

Lindsey 117 65 55.56%

Gloria 159 87 54.72%

Denae 81 44 54.32%

Diana 49 26 53.06%

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Phrase Adherence: Creating Urgency

Key Words Adherence

Prices/Availability are subject to change 35.14% (65 calls)

based on availability 23.24% (43 calls)

Price/Rates may/might change 16.76% (31 calls)

get locked in 10.27% (19 calls)

Can't Guarantee Price 7.57% (14 calls)

Last/Few/Only Left 4.86% (9 calls)

Prices Fluctuate 2.16% (4 calls)

Phrase Adherence

Agent: If you didn't hold it, the prices are always subject to change based upon

availability

Customer: The total that I gave them was just hundred and fourteenth per person

Agent: Well if we don't have the names to lock it, that's gonna matter because

it's based on availability

Customer: When he set me up the information, he failed to put the other

person's name in there and you guys still have birth dates correct

Agent: They can book it I think up to three weeks before they can travel but the

rate is gonna be based on availability

Customer: Okay so it's just I could say hey you know I'm all booked book within

two weeks

33

Sample Calls

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44.16%

45.61%

47.09%

49.28%

Jan’19

Dec’18

Nov’18

Feb’19

-1.44%

2.93%

2.19%

Overall %: Confirmed Booking

Confirmed Booking: Booking Number Provided

89

9

87

4 11

70

12

54

41

0

38

6

55

1

61

8

45.61%

44.16%

47.09%

49.28%

41.00%

42.00%

43.00%

44.00%

45.00%

46.00%

47.00%

48.00%

49.00%

50.00%

0

200

400

600

800

1000

1200

1400

1600

1800

2000

Nov Dec Jan Feb

Ask for sale Confirm bookings Confirm Booking %

Monthly Trend: Booking Number Provided

34

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45.61%44.16%

47.09%49.28%

12.38% 13.41% 14.31%

9.63%

Nov Dec Jan Feb

Confirm Booking % Confirmed Booking without Ask for sale

The below chart shows the trending on Booking Number (booking number: Provided) when agents are effectively asking

for sale and instances wherein agents didn’t ask for sale. The probability of confirmed Booking is almost Three Times

more (34.11%) when agents are asking for sale

Monthly Trend on Agents asking for Sale V/s Agents who didn’t ask for Sale

Confirmed Booking: Ask for Sale Vs Didn’t Ask

35

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6.74%

8.29%

6.90%

7.12%

Jan’19

Dec’18

Nov’18

Feb’19

-1.56%

0.16%

0.22%

Overall %: Successful Payment

899 874

1170 1254

410 386

551618

3426

38

44

8.29%

6.74% 6.90%

7.12%

0.00%

1.00%

2.00%

3.00%

4.00%

5.00%

6.00%

7.00%

8.00%

9.00%

0

500

1000

1500

2000

2500

Nov Dec Jan Feb

Ask for sale Confirm bookings Successful Payment Successful Payment %

Confirmed Sales: Payment Successful

Monthly Trend: Successful Payment (Confirmed Reservations)

36

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75.58%

75.70%

77.08%

76.96%

Jan’19

Dec’18

Nov’18

Feb’19

-0.12%

1.51%

-0.13%

Overall %: Cross Sell: TPP & TPP+

19

63

19

98

25

44

26

69

14

86

15

10

19

61

20

54

75.70%

75.58%

77.08%76.96%

74.50%

75.00%

75.50%

76.00%

76.50%

77.00%

77.50%

0

500

1000

1500

2000

2500

3000

3500

4000

4500

5000

Nov Dec Jan Feb

Total Eligible Calls TPP/TPP+ Offered TPP/TPP+ %

Monthly Trend: Cross Sell TPP & TPP+

Focal Point: Cross Sell TPP & TPP Plus

37

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Top 3 Phrases 1 2 3

Phrase “Cancel For Any Reason”“Add/Want/Include/Interested

in Insurance”“Add/Want/Include/Interested

in Travel Protection”

Adherence 57.21% 10.03% 10.03%

When to use it?

• While Pricing the package

• After Recap & Total Pricing

• Recommending Hotel/Room/Flight/Vacation Package

• Before/After Asking for Sale

1 2

Two options/two different plans

How/whatAbout

Insurance/Travel Protection

Are we doing any kind of/type of Insurance/Travel Protection?

2.00% 1.70% 1.07%

Phrase Adherence

Phrase In Adherence

Cross Sell TPP & TPP+: Phrase Adherence

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Cross Sell TPP/TPP+: Agent Arcade

❑ Top Performers ❑ Bottom Performers

AgentEligible Cross Sell TPP Calls

Cross Sell TPP/TPP+Cross Sell

TPP/TPP+ %

Paula 118 114 96.61%

Lisa 58 55 94.83%

Matthew 92 84 91.30%

Craig 89 81 91.01%

Dawn 172 156 90.70%

Jolene 75 68 90.67%

Kelly 62 56 90.32%

Kimberly 111 100 90.09%

Rhonda 90 81 90.00%

Laurie 55 49 89.09%

AgentEligible Cross Sell

TPP CallsDidn’t Cross

Sell TPP/TPP+Cross Sell

TPP/TPP+ %

Leann 54 37 68.52%

Sidney 61 28 45.90%

Jonathan 53 23 43.40%

Roger 57 24 42.11%

Maylasia 62 26 41.94%

Chad 41 17 41.46%

Karen 80 31 38.75%

Cynthia 71 25 35.21%

Jackie Garcia 60 20 33.33%

Kristine 54 18 33.33%

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79%13.75%

19.75%

❑ 13.75% of times noticed customer objections on High Price/Too Expensive/Can’t

Afford

❑ 367 calls from the total population of 2669 calls

❑ 19.75% of times noticed customer objections on Call Back Later/Time is not right

❑ 527 calls from the total population of 2669 calls

11.87% 12.81% 13.13% 13.75%

18.14% 17.92% 17.89%19.75%

Nov Dec Jan Feb

Customer Objection: Expensive/High Price Customer Objection: Call Back Later/Time

Customer Objection Analysis

Monthly Trend: Customer Objections – Expensive and Call Back Later

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79%

40.77%

36.33%39.52%

37.06%34.76%

28.52% 29.94%26.70%

7.08%4.63% 5.99% 7.22%

Nov Dec Jan Feb

Agent Rebuttal: Expensive Agent Rebuttal: Booking on Hold Agents Creating Urgency

21.07%

17.04%18.90%

17.08%

7.68%6.81% 7.43%

5.48%

Nov Dec Jan Feb

Agent Rebuttal: Booking on Hold Agents Creating Urgency

Customer Objection Analysis

Monthly Trend: Agent Rebuttals to customer Objection: Call Back Later/Time

Monthly Trend: Agent Rebuttals to Customer Objection: Expensive/Price is High

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Customer Objection Analysis: Rebuttal Adherence

Rebuttal Type Rebuttal Adherence

Rebuttal Expensivethat's the best/lowest price 41.91%

the least expensive 33.09%

Booking on HoldPut it on/Twenty Four Hours Hold 28.68%

Courtesy Hold 27.21%

Creating UrgencyPrice/Rate are subject to change 8.09%

Just/get/gonna/wanna/ get that/you are locked in 3.68%

Customer: Then I'll be probably hopefully giving

you a call back

Agent: Keep in mind I can't guarantee pricing until

it's booked

Customer: Thank you so much I am gonna look into this

and I will call you back

Agent: If you wanna hold something then we can hold it

for twenty four hours for you

Customer: She is going along so would it be less

expensive if she didn’t

Agent: That's the least expensive room at this

time for the reservation

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Sample Calls

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