First of all, we must grasp the time when we choose to make phone calls, because everyone has to do new additions and lobby marketing, so there is not much time dedicated to making phone calls, so we must grasp the time of making phone calls. Prime time. That is from 10 am to 12 am and from 3 pm to 5 pm. You can take time to call customers during these two time periods and do the right thing at the right time, so that you will be more efficient!

Then, during the call process, we can selectively select some customers who we think are easy to fight or persuade (familiar customer groups can be given priority) to increase our enthusiasm. . Only when you know the enemy can you fight a hundred battles without danger!

In the customer details, we can see the customer’s name, age, phone number, as well as the number of mobile banking transactions and the number of transactions through other channels. We can select some phone numbers that we feel comfortable with. Numbers or customers with nice names or similar ages to call, because I think these are quite interesting. Interest is the beginning of motivation!

Existing customer return visit words 1:

Mr. XX, Madam, hello! I am XXX from XX branch (self-reported address, to let customers know that we are staff of China Construction Bank, not scammers). Please excuse me for a few minutes to cooperate with us for a return visit. You opened the account with our bank on a certain day of a certain month of a certain year. Are you still using mobile banking or online banking? (When the customer answers whether it is useful or not, we can ask a few non-trivial questions after answering to improve our professionalism.) This is the case. Recently, our electronic banking system is being upgraded (or the CCB card unified upgrade For chip cards), you need to go back to the branch for upgrade or to make it more convenient for you to use mobile banking in the future. Please take the time to come to our branch today/tomorrow to do maintenance and upgrade for you (ask for the exact time of coming). You can directly come tomorrow Go to a certain branch to find so-and-so. You don’t have to queue up to call your number. It will be processed for you in two minutes (in addition, the upgrade will be completed,

and gifts will be given). We will arrange staff to receive you tomorrow

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(You can mention the value and variety of gifts here)

In this paragraph, we can add some other words, for example: We randomly checked some lucky users (or you are our For high-quality customers who are prompted by the branch system), you can come to our branch to receive gifts with your ID card, bank card and mobile phone.

In addition to the above situations, there are also customers whose number of mobile banking transactions is 0 and the number of transactions through other channels is 0 (or there are very few transactions).

Tip 2 for situations where the customer may have signed the contract without knowing it or forgotten to handle the business:

Mr. XX, Madam, hello! I am XXX from XX Construction Bank (self-reported address, to let customers know that we are staff of CCB, not scammers). Excuse you for a moment. You applied for a CCB card at our bank on a certain day of a certain month of a certain year. Well, at that time, we provided you with a mobile phone check and mobile phone transfer payment function. Do you still remember it? (See if the customer remembers opening mobile banking, and then we will continue what the customer said). Our system prompts you that you have not used the mobile banking function. Maybe you have forgotten it, but your bank card has always been Are you using it, right? In order to thank you for your continued support to our bank, our branch has specially prepared some exquisite gifts for you. When is it convenient for you to come and pick them up? At that time, we will help you activate mobile banking and teach you how to use it. (Ask when the customer is coming, tell them so that they can register and reserve gifts for the customer, and arrange for staff to receive them) Only by following the customer's preferences can you defeat the enemy! Three:

Mr. XX, Madam, hello! I am XXX from XX branch. Now you meet the relevant requirements for our CCB online banking and mobile banking transactions to send gifts. Please bring your Internet shield and mobile phone to my branch to receive a beautiful gift.

Four:

Mr. XX, Madam, hello! I am XXX from the branch. You opened mobile banking or online banking in our bank at XX time. Now our bank has newly equipped e-banking (or E-banking) service specialists to serve e-banking customers like you full-time. I would like to ask you tomorrow Do you have time in the afternoon? Our specialists need to teach you how to use electronic banking products again, and at the same time introduce to you the latest rules for participating in free lottery activities. You can directly go to a certain branch to find so-and-so without queuing up (we have also prepared exquisite products for high-quality customers like you) Gifts), please confirm the time to come over now, we will arrange staff to receive you tomorrow!

Five:

Employee: Such as: Hello! Mr. Do you have any impressions of the service? Last time you handled the transaction or before leaving, I specifically reminded you that you need to conduct another 4 transactions of type XX. I wonder if you have conducted any transactions or operations?

Customer: I haven’t done it before. I originally wanted to come over once, but I have been busy these days, so I don’t have time to come over.

Employee: That’s right. In order to allow you to better use the relevant functions of CCB bank cards in the future and enjoy more preferential discounts and related prize-winning promotions, if you are a customer who has applied for CCB Online Banking Shield, It is also important to remind you that you can get a refund of 18 yuan for the online banking shield fee. We will need to complete the activation process that has not been carried out. At what date and time do you have time to come to our bank?

Customer: Then it will be XX at XX time

Employee: Okay. Let's make corresponding records first. Our bank is open from XX am to XX pm. You can come and contact me directly. You also left my contact number and name for you before you left last time. Just come to me directly then. In order to allow you to better enjoy CCB's services and convenient functions, if you fail to come at this time, we will arrange for our staff to call you again.