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Tag: Retention

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

Customer Retention for CDs Overview

April 21, 2023
April 24, 2023
Customer Experience, CDs, Horizon, Hubspot, Retention, CDs
CD, Retention, Customer Retention, Customer

How Do I Create A CD Customer Retention Hubspot Ticket/Email Templates?

April 19, 2023
April 24, 2023
Customer Experience, Standard Operating Procedures, CDs, Horizon, Hubspot, Retention, CDs
CD, Retention, CD Retention Hubspot, CD Retention Email, CD Retention Template, CD Retention Script

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

How to proceed if a customer is closing out the CD and has a balance of over $250k?

September 22, 2022
September 28, 2022
Customer Experience, Standard Operating Procedures, CDs, Quality Assurance, Retention, CDs
closing, Retention, Retain, CDs, 250k, greater than $250k

When will we use the CX Retention pipeline?

September 21, 2022
September 28, 2022
Customer Experience, Standard Operating Procedures, Quality Assurance, Hubspot, CST Customer Service Tool, Retention, CDs
CD, Pipeline, CX, Retention, Retain
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