MT202 · Unit 8

MT202 Unit 8 account follow-up plan example

Building Customer Sales and Loyalty Purdue University Global Free custom sample in 24 to 48h

The oven was delivered on a Monday; the follow-up plan decides whether the caterer ever buys from the same distributor again. This MT202 Unit 8 account follow-up plan, shown finished, schedules every contact for the first year after a commercial kitchen equipment sale, from installation check to service agreement renewal, each call carrying its own reason.

What this page holds

Twelve months of contacts after a caterer's oven purchase, each with a trigger, a channel and an owner, fill the MT202 Unit 8 account follow-up plan described below. Searches like "mt 202 unit 8 assignment example", "mt202 unit 8 sample" and "mt202 unit 8 example" land here.

What a finished MT202 Unit 8 account follow-up plan looks like

A three-page plan anchored by a contact calendar. The account summary opens it: a composite catering company that bought a combination oven and a blast chiller, the sale value in brackets, the chef who uses the equipment and the owner who paid for it. The calendar is a table with columns for timing, trigger, channel, owner, purpose and what the representative brings. The first row is a call the day after installation. Later rows include a visit at thirty days to check program use, a reminder before the first filter change, a review at ninety days with the owner, and a pre-renewal call sixty days before the service agreement ends. An escalation block names who handles a complaint and within how many hours. The plan closes on a measure: consumables reordered and a second purchase within the year.

How a MT202 Unit 8 example is structured

Follow-up plans in MT202 are judged on timing and reason, so the sample gives every contact both. The account summary comes first and separates the user from the buyer, since the plan speaks to each differently. The calendar forms the body, with contacts spaced by events in the customer's use of the equipment rather than by round intervals; a filter change is a reason to call, while the passing of a month is not. Each row states what the representative brings, such as a recipe program or a cleaning checklist, so no contact is a courtesy call. An escalation section follows, naming owners and response times. A short section on what would change the plan, such as a second location opening, shows the plan can adapt. Two indicators close the measure section, and a source note cites the course's relationship-selling material.

User and buyer, separated

The chef who runs the oven and the owner who signed the order, each with different reasons to stay satisfied. The plan reaches them in different contacts and through different channels.

A calendar driven by events

Contacts timed to installation, the first heavy catering season, filter changes and the service agreement's end date, not to the calendar alone. Each row says what triggers the call.

Something to bring every time

A program setting for a new menu item, a cleaning checklist, a usage report. The column exists so that no contact in the plan is a call made only to check in.

Complaints and who answers them

An escalation path naming the representative, the service manager and a response window in hours, with a same-day callback promised when an oven fails during an event.

Reorders as the loyalty signal

Consumables reordered from the same distributor and a second equipment purchase within the year, each tracked in the account record and reviewed at the ninety-day meeting.

Where marks go in MT202 Unit 8

Staying in touch, promised without ever saying when, is the weakest plan this unit sees, because timing is what the genre exists to set. Graders often want each contact tied to a trigger, and a calendar spaced in round intervals with no reason behind them reads as automated rather than attentive. A plan speaking only to the person who signed, ignoring the person who uses the product daily, misses half the account. Contacts with no purpose beyond checking in lose credit in sections asking what value each touchpoint adds. Escalation paths are often missing entirely, which leaves the plan silent at the moment loyalty is most at risk. Measures phrased as customer satisfaction, with no indicator attached, cost points. Citation of relationship-selling concepts from the course text is usually expected alongside the calendar.

Get a MT202 Unit 8 example written to your instructions

Describe the sale, what was bought, by whom and who uses it, and forward the Unit 8 instructions and rubric. A contact calendar with triggers, channels and owners follows from that account, along with an escalation path and a measure. Turnaround is 24-48h, and a first custom sample costs nothing.

MT202 Unit 8 questions, answered

How far ahead should the follow-up plan run?

Follow the prompt, but many plans cover the first six to twelve months after the sale, ending at a renewal or reorder point. Shorter plans often stop before the relationship is tested. Longer ones can stay credible if later contacts are tied to predictable events, such as a contract end date or a seasonal peak in the customer's business.

Should follow-up include automated emails?

It can, but the plan should say which contacts are automated and which are personal, and why. Routine reminders suit automation, while reviews and problem calls usually need a person. A plan built entirely on automated messages tends to score lower, since the course emphasizes the relationship a representative builds rather than a mailing schedule.

What if the customer has a complaint during the plan?

That is what the escalation section is for. Name who responds, how quickly, and what authority they have to fix the problem. Graders often reward plans that treat a complaint as a chance to strengthen the account, provided the response is concrete, such as a callback window, a replacement part or a credit, rather than a promise to look into it.