Barbara, stop calling customers twice. Resolve their issue and pitch new services on the same call. Train advisors to use a Table of Contents approach, laying out the full solution upfront so you plant seeds for upsells without the extra contact.
So that's interesting because I— is there somebody out there teaching that, that you call them for the original concern and then you call them back for additional stuff they need? Somebody must be teaching that. Yeah, maybe. Yeah, I've never heard. So, Barbara, we would— we— the system that we would use is you would address their original concern on the same call and then you would tell them the additional things. Um, I guess we should maybe unpack that a little bit. If you're writing up a customer and they have a diagnostic issue, I would not recommend a bunch of fluid exchanges or things up front. I would plant the seed. So we, it's kind of what we teach is just plant the seed, but give them a full picture of how much everything is all together. So in our advisor training, we have a thing called the table of context. Table of Contents technique, which is, you know, how you present this, but I would not call them twice. I would call them once.
