Lesson Plan: Client Retention - Services, Techniques, and Resources (https://dev.txcte.org/resource/lesson-plan-client-retention-services-techniques-and-resources)

Lesson Plan: Client Retention - Services, Techniques, and Resources

Resource ID

19721

Grade Range

Institutional Organization

Stephen F. Austin State University

Sections

Description (https://dev.txcte.org/resource/lesson-plan-client-retention-services-techniques-and-resources#paragraph-32432)

Description

In this lesson, students will summarize appropriate client service techniques to complete transactions and investigate methods for recommending best products, plans or services for the client.

Download the lesson plan (https://txcte.org/sites/default/files/resources/documents/Lesson%20Plan%20Client%20Retention-%20Services%2C%20Techniques%20and%20Resources_0.docx)

Scroll to the related items section at the bottom of this page for additional resources.

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Documents

Lesson Plan: Client Retention- Services, Techniques and Resources.docx (https://dev.txcte.org/sites/default/files/resources/documents/Lesson%2520Plan%2520Client%2520Retention-%2520Services%252C%2520Techniques%2520and%2520Resources_0.docx)

Client Retention - Services, Techniques and Resources.pptx (https://dev.txcte.org/sites/default/files/resources/documents/Client%2520Retention%2520-%2520Services%252C%2520Techniques%2520and%2520Resources_0.pptx)

Anticipation-Guide-Client-Retention-Services-Techniques-and-Resources.pdf (https://dev.txcte.org/sites/default/files/resources/documents/Anticipation-Guide-Client-Retention-Services-Techniques-and-Resources.pdf)

Client-Retention-Services-Techniques-and-Resources-Project.pdf (https://dev.txcte.org/sites/default/files/resources/documents/Client-Retention-Services-Techniques-and-Resources-Project.pdf)

Graphic-Organizer-–-Customer-Service.pdf (https://dev.txcte.org/sites/default/files/resources/documents/Graphic-Organizer-%25E2%2580%2593-Customer-Service.pdf)

Key-Anticipation-Guide-Client-Retention-Services-Techniques-and-Resources.pdf (https://dev.txcte.org/sites/default/files/resources/documents/Key-Anticipation-Guide-Client-Retention-Services-Techniques-and-Resources.pdf)

Note-taking-Client-Retention-Services-Techniques-and-Resources.pdf (https://dev.txcte.org/sites/default/files/resources/documents/Note-taking-Client-Retention-Services-Techniques-and-Resources.pdf)

Rubric-for-Client-Retention-Services-Techniques-and-Resources-Project.pdf (https://dev.txcte.org/sites/default/files/resources/documents/Rubric-for-Client-Retention-Services-Techniques-and-Resources-Project.pdf)

Transcript-Customer-Service.pdf (https://dev.txcte.org/sites/default/files/resources/documents/Transcript-Customer-Service.pdf)

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Print (https://dev.txcte.org/node/179226/printable/print)