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DTSTART:20070101T000000
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DTSTART;TZID=America/Chicago:20260922T130000
DTEND;TZID=America/Chicago:20260922T143000
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SUMMARY:Returns\, Refunds & Special Orders Virtual Workshop
DESCRIPTION:Protecting Margin While Building Customer Trust Through Better ProcessesFormerly Managing Returns\, Special Orders & Refund Policies\nNEW DATE - Class is now Sept. 22 (Sept. 15)\n\n\nEvery lumberyard faces costly returns\, difficult refund decisions and Special Orders that do not always go as planned. The challenge is rarely just whether a written policy exists. It is whether employees understand the process\, apply it consistently and communicate expectations clearly to customers.\n\nIn this practical 90-minute workshop\, attendees will learn field-tested strategies to reduce costly exceptions\, improve consistency\, protect gross margin and strengthen customer relationships without sacrificing service.Consistency protects both your margin & your customer relationships.You'll Learn How To:Build a Return Policy employees can confidently and consistently enforceManage Special Orders before they become expensive problemsSet clear customer expectations before an order is placedReduce costly exceptions while improving the customer experienceUnderstand the true cost of returns   including labor\, freight\, administrative time and lost marginCreate refund guidelines that protect both profitability and customer relationshipsUse timelines\, documentation and customer signoffs to improve Special Order accountabilityHandle difficult return situations with greater confidence and consistencyCreate a practical return workflow for in-store returns and jobsite pickupsApply best practices that can be implemented immediately after the workshop\nEvery Attendee Receives:Editable Return & Refund Policy TemplateSpecial Order Best Practices GuideReturn Process ChecklistCustomer Return Request and Pickup FormPractical guidance for documenting Special Order terms\, timelines and customer approvalTools that can be adapted and implemented immediately in their business\nWho Should Attend:Branch\, Store and Operations ManagersSales Managers and Inside/Outside SalesCounter Sales and Customer Service TeamsYard\, Delivery and Dispatch LeadersReceiving and Inventory TeamsOffice Managers and team members responsible for processing credits or refundsAttendees will leave with practical tools and proven processes they can begin implementing immediately.\nRegistration Deadline: Register at least 14 days before the start date. Minimum attendance levels are required to ensure quality group interaction and to be sure the program is able to move forward as scheduled.\nAbout the Instructor:Emily Overson\, Founder | Growth With EOCEmily Overson brings more than 25 years of experience working with independent lumber and building material dealers. Her background includes hands-on leadership inside LBM businesses as well as consulting with dealers across North America to improve financial performance\, operational excellence and the systems that support consistent execution.\n\nBecause Emily has worked inside the businesses she now advises\, she understands the realities dealers face   from protecting margin and improving processes to serving valued customers when the answer cannot always be yes. Her practical\, process-driven approach gives attendees tools they can use\, not just ideas to consider.Website: www.GrowthWithEOC.com
X-ALT-DESC;FMTTYPE=text/html:<!DOCTYPE html><html><head><title></title></head><body aria-disabled="false"><p style="margin-bottom:3.0pt\;line-height:normal\;"><b style="mso-bidi-font-weight:normal\;">Protecting Margin While Building Customer Trust Through Better Processes</b></p><p><strong fr-original-style="" style="font-weight: 700\;"><span style="color: rgb(0\, 0\, 0)\;"><em>Formerly Managing Returns\, Special Orders &amp\; Refund Policies</em></span></strong><br /><strong fr-original-style="" style="font-weight: 700\;">NEW DATE - Class is now Sept. 22 (<s>Sept. 15</s>)</strong><br /><br /><br />Every lumberyard faces costly returns\, difficult refund decisions and Special Orders that do not always go as planned. The challenge is rarely just whether a written policy exists. It is whether employees understand the process\, apply it consistently and communicate expectations clearly to customers.<br /><br />In this practical 90-minute workshop\, attendees will learn field-tested strategies to reduce costly exceptions\, improve consistency\, protect gross margin and strengthen customer relationships without sacrificing service.</p><p><b style="mso-bidi-font-weight:normal\;">Consistency protects both your margin &amp\; your customer relationships.</b></p><p style="margin-bottom:3.0pt\;line-height:normal\;"><strong fr-original-style="" style="font-weight: 700\;">You&rsquo\;ll Learn How To:</strong></p><ul fr-original-style="" style="list-style-position: inside\;"><li>Build a Return Policy employees can confidently and consistently enforce</li><li>Manage Special Orders before they become expensive problems</li><li>Set clear customer expectations before an order is placed</li><li>Reduce costly exceptions while improving the customer experience</li><li>Understand the true cost of returns &mdash\; including labor\, freight\, administrative time and lost margin</li><li>Create refund guidelines that protect both profitability and customer relationships</li><li>Use timelines\, documentation and customer signoffs to improve Special Order accountability</li><li>Handle difficult return situations with greater confidence and consistency</li><li>Create a practical return workflow for in-store returns and jobsite pickups</li><li>Apply best practices that can be implemented immediately after the workshop</li></ul><p><br /></p><p><strong fr-original-style="" style="font-weight: 700\;">Every Attendee Receives:</strong></p><ul fr-original-style="" style="list-style-position: inside\;"><li>Editable Return &amp\; Refund Policy Template</li><li>Special Order Best Practices Guide</li><li>Return Process Checklist</li><li>Customer Return Request and Pickup Form</li><li>Practical guidance for documenting Special Order terms\, timelines and customer approval</li><li>Tools that can be adapted and implemented immediately in their business</li></ul><p><br /></p><p><strong fr-original-style="" style="font-weight: 700\;">Who Should Attend:</strong></p><ul fr-original-style="" style="list-style-position: inside\;"><li>Branch\, Store and Operations Managers</li><li>Sales Managers and Inside/Outside Sales</li><li>Counter Sales and Customer Service Teams</li><li>Yard\, Delivery and Dispatch Leaders</li><li>Receiving and Inventory Teams</li><li>Office Managers and team members responsible for processing credits or refunds</li></ul><p style="margin-bottom:3.0pt\;line-height:normal\;"><b style="mso-bidi-font-weight:normal\;">Attendees will leave with practical tools and proven processes they can begin implementing immediately.</b></p><p><br /></p><p><span style="color: rgb(224\, 54\, 16)\;">Registration Deadline: Register at least 14 days before the start date. Minimum attendance levels are required to ensure quality group interaction and to be sure the program is able to move forward as scheduled.</span></p><p style="margin-bottom: 3pt\; line-height: normal\;"><br /></p><p><strong fr-original-style="" style="font-weight: 700\;">About the Instructor:</strong></p><p style="margin-bottom:3.0pt\;line-height:normal\;"><b style="mso-bidi-font-weight:normal\;">Emily Overson\,&nbsp\;</b><b style="mso-bidi-font-weight:normal\;">Founder | Growth With EOC</b></p><p style="margin-bottom:3.0pt\;line-height:normal\;">Emily Overson brings more than 25 years of experience working with independent lumber and building material dealers. Her background includes hands-on leadership inside LBM businesses as well as consulting with dealers across North America to improve financial performance\, operational excellence and the systems that support consistent execution.<br /><br />Because Emily has worked inside the businesses she now advises\, she understands the realities dealers face &mdash\; from protecting margin and improving processes to serving valued customers when the answer cannot always be yes. Her practical\, process-driven approach gives attendees tools they can use\, not just ideas to consider.</p><p style="margin-bottom:3.0pt\;line-height:normal\;"><b style="mso-bidi-font-weight:normal\;">Website:&nbsp\;</b>www.GrowthWithEOC.com</p></body></html>
LOCATION:
UID:e.3542.1568368
SEQUENCE:3
DTSTAMP:20260922T191016Z
URL:https://members.bldconnection.org/event-calendar/Details/returns-refunds-special-orders-virtual-workshop-1848931?sourceTypeId=Hub
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