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Tag: CD Retention

Customer Retention For CDs Phone Script

April 21, 2023
April 24, 2023
Customer Experience, CDs, Hubspot, Retention, CDs
CD Retention, CD Retention Script, Customer Retention, CD Customer Retention, CD Retention Phone Script, CD Retention Phone, Customer Retention Phone, Customer Retention Script, Customer Retention Phone Script, CD Customer Retention Script, CD Customer Retention Phone Script

Customer Retention CD Email Templates

April 21, 2023
April 24, 2023
Customer Experience, CDs, Horizon, Hubspot, Retention, CDs
email template, Retention, CD Retention, Customer Retention, CD Template, CD Email Template, Retention Email, Retention Template, Customer Retention Email Template, Customer Retention Email, Customer Retention Template

Phone scripts for CD Retention

September 23, 2022
September 23, 2022
Customer Experience, Standard Operating Procedures, CDs, Retention, CDs
CD, Retain, outbound call, CD Retention, Save, phone, scripts, Inbound call, SCRIPTING

What are the responsibilities of CX Team to Retain the customer?

September 22, 2022
September 28, 2022
Customer Experience, Standard Operating Procedures, CDs, Quality Assurance, Retention, CDs
CD, CD close out, CD Retention, Responsibility, CD Retention process

CX Closed Any Balance with/without Accrued Interest

September 22, 2022
September 26, 2022
Customer Experience, Standard Operating Procedures, CDs, Quality Assurance, Retention, CDs
CD, Closed account, Retention, CD Retention, CX closed, Accrued interest

CX CD New Rates and Closure Items

September 22, 2022
October 25, 2022
Customer Experience, Standard Operating Procedures, CDs, Quality Assurance, Retention, CDs
CD, Close CD, Retention, New Rates, CD Retention, Save, Closure items, close cd request
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