This document discusses best practices for handling inbound phone calls at a dealership. It provides information on the inbound phone process, sample phone calls, call checklists, call recording, metrics for tracking calls, and wrap-up procedures. The goal is to standardize the phone process to obtain consistent information from customers, set appointments, and increase sales.
2. Who Represents You
to Your Customers?
Actual Dealership Calls Recorded by:
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3. Start Page
Information You Would Expect
When Calling a Dealership
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4. Start Page
Inbound Phone Process
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To BDC
10. Start Page
The Science of Phone Scripts
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11. Use Roadmap
Understand the why
Create chemistry not conflict
Be conversational – “smile”
Be clear and to the point
Attempt to connect with the customer
Obtain same information consistently
Find common ground
Help gain clarity
Provide minimal amount of choices
Create desire
Create sense of urgency
Give reasons to choose dealership
Ask for appointment logically
Setup choice close
SampleSample
PhonePhone
CallCall
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PhonePhone
CallCall
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The Science of Phone Scripts
12. Use Roadmap
Understand the why
Create chemistry not conflict
Be conversational – “smile”
Be clear and to the point
Attempt to connect with the customer
Find common ground
Help gain clarity
Provide minimal amount of choices
Create desire
Create sense of urgency
Give reasons to choose dealership
Setup choice close
SampleSample
PhonePhone
CallCall
SampleSample
PhonePhone
CallCall
HomeHomeHomeHome NextNextNextNextBackBackBackBack
The Science of Phone Scripts
Obtain same information consistently
Ask for appointment logically
BestBest
PracticePractice
BestBest
PracticePractice
13. Use Roadmap
Understand the why
Create chemistry not conflict
Be conversational – “smile”
Be clear and to the point
Attempt to connect with the customer
Obtain same information consistently
Find common ground
Help gain clarity
Provide minimal amount of choices
Create desire
Create sense of urgency
Give reasons to choose dealership
Setup choice close
SampleSample
PhonePhone
CallCall
SampleSample
PhonePhone
CallCall
HomeHomeHomeHome NextNextNextNextBackBackBackBack
The Science of Phone Scripts
Ask for appointment logically
BestBest
PracticePractice
BestBest
PracticePractice
14. Use Roadmap
Understand the why
Create chemistry not conflict
Be conversational – “smile”
Be clear and to the point
Attempt to connect with the customer
Obtain same information consistently
Find common ground
Help gain clarity
Provide minimal amount of choices
Create desire
Create sense of urgency
Give reasons to choose dealership
Ask for appointment logically
Setup choice close
SampleSample
PhonePhone
CallCall
SampleSample
PhonePhone
CallCall
HomeHomeHomeHome NextNextNextNextBackBackBackBack
The Science of Phone Scripts
BestBest
PracticePractice
BestBest
PracticePractice
16. Start Page
Good Call Checklist
Does the Coordinator…
•Speak in a friendly tone so that you can
hear a “smile” in his/her voice? Yes No
•Maintain control of the conversation in a
non-confrontational manner?
(Who’s asking the questions?) Yes No
•Gather information on the customer’s vehicle
wants & needs? Yes No
•Have all relevant information at
their fingertips? Yes No
•Answer all the customer’s questions
professionally? Yes No
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PhonePhone
CallCall
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CallCall
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17. Start Page
Good Call Checklist
Does the Coordinator…
•Obtain the customer’s name and
phone number? Yes No
•Get an additional phone number
and/or email address? Yes No
•Schedule an appointment? Yes No
•Sound like he/she is involved in a
conversation instead of reading a script? Yes No
•Sound like someone you would want
working for you? Yes No
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CallCall
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23. Start Page
Best Practices
• Use the script 100% of the time
• Utilize welcome board
• Make appointment confirmation call
• Combine appointment outcome with two-day
follow-up call
• Assign appointment to manager not salesperson
• Use BDC coordinator handbook
• Gather email address/additional phone number
• Record inbound calls
• Analyze weekly metrics
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