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ExpectationsExpectationsExpectationsExpectations
Inbound PhoneInbound Phone
ProcessProcess
Inbound PhoneInbound Phone
ProcessProcess
CallCall
RecordingRecording
CallCall
RecordingRecording
SampleSample
Phone CallPhone Call
SampleSample
Phone CallPhone Call
MetricsMetricsMetricsMetrics
Wrap-UpWrap-UpWrap-UpWrap-Up
FirstFirst
ImpressionsImpressions
FirstFirst
ImpressionsImpressions
Inbound PhoneInbound PhoneInbound PhoneInbound Phone
Who Represents You
to Your Customers?
Actual Dealership Calls Recorded by:
NextNextBackBackHomeHomeHomeHome
FirstFirst
ImpressionsImpressions
FirstFirst
ImpressionsImpressions
Start Page
Information You Would Expect
When Calling a Dealership
NextNextBackBackHomeHomeHomeHome
ExpectationsExpectationsExpectationsExpectations
Start Page
Inbound Phone Process
NextNextNextNextBackBackHomeHomeHomeHome
InboundInbound
PhonePhone
ProcessProcess
InboundInbound
PhonePhone
ProcessProcess
To BDC
Start Page
Inbound Phone Process InboundInbound
PhonePhone
ProcessProcess
InboundInbound
PhonePhone
ProcessProcess
NextNextNextNextBackBackBackBackHomeHomeHomeHome
Script/Data/
Appointment
Start Page
Inbound Phone Process InboundInbound
PhonePhone
ProcessProcess
InboundInbound
PhonePhone
ProcessProcess
NextNextNextNextBackBackBackBackHomeHomeHomeHome
Advise
Sales
Department
Start Page
Inbound Phone Process InboundInbound
PhonePhone
ProcessProcess
InboundInbound
PhonePhone
ProcessProcess
NextNextNextNextBackBackBackBackHomeHomeHomeHome Confirmation
Start Page
Inbound Phone Process InboundInbound
PhonePhone
ProcessProcess
InboundInbound
PhonePhone
ProcessProcess
NextNextNextNextBackBackBackBackHomeHomeHomeHome
Appointment
Outcome
Call
Start Page
Inbound Phone Process InboundInbound
PhonePhone
ProcessProcess
InboundInbound
PhonePhone
ProcessProcess
HomeHomeHomeHome BackBackBackBack NextNext
Follow-Up
Start Page
The Science of Phone Scripts
HomeHomeHomeHome NextNextNextNext
SampleSample
PhonePhone
CallCall
SampleSample
PhonePhone
CallCall
BackBack
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
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
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
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
Start Page
HomeHomeHomeHome BackBackBackBack
SampleSample
PhonePhone
CallCall
SampleSample
PhonePhone
CallCall
NextNextNextNext
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
HomeHomeHomeHome
SampleSample
PhonePhone
CallCall
SampleSample
PhonePhone
CallCall
NextNextNextNextBackBackBackBack
BestBest
PracticePractice
BestBest
PracticePractice
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
HomeHomeHomeHome
SampleSample
PhonePhone
CallCall
SampleSample
PhonePhone
CallCall
BackBackBackBack NextNext
BestBest
PracticePractice
BestBest
PracticePractice
Start Page
Call Recording
•Coaching
•Accountability
•Advertising
NextNextBackBackHomeHomeHomeHome
CallCall
RecordingRecording
CallCall
RecordingRecording
BestBest
PracticePractice
BestBest
PracticePractice
Start Page
Inbound Calls
•How many inbound calls?
•How many appointments set?
•How many kept?
•How many sales?
NextNextNextNextBackBackHomeHomeHomeHome
MetricsMetricsMetricsMetrics
Start Page
BDC Analysis Metrics Chart
02/07/2004
MetricsMetricsMetricsMetrics
BackBackBackBackHomeHomeHomeHome NextNextNextNext
3,881 16% 31%
6,861
6,478
2,156
2.97
9
1,50
2
1,198
1,68
8
859
633
874
392
13%
6%
53%
52%
46%
55%
57%
57%
56%
43%
23%
25%
13%
Start Page
02/07/200402/07/2004
3,881 16% 31%
6,861
6,478
2,156
2.97
9
1,50
2
1,198
1,68
8
859
633
874
392
13%
6%
53%
52%
46%
55%
57%
57%
56%
43%
23%
25%
13%
BDC Analysis Metrics Chart MetricsMetricsMetricsMetrics
BackBackBackBackHomeHomeHomeHome NextNextNextNext
3,881 16% 31%1,198 633 53% 55% 56%2,156
BestBest
PracticePractice
BestBest
PracticePractice
Start Page
BDC Analysis Metrics Chart MetricsMetricsMetricsMetrics
BackBackBackBackHomeHomeHomeHome NextNext
02/07/2004
3,881 16% 31%
6,861
6,478
2,156
2.97
9
1,50
2
1,198
1,68
8
859
633
874
392
13%
6%
53%
52%
46%
55%
57%
57%
56%
43%
23%
25%
13%
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
NextNextNextNextBackBackHomeHomeHomeHome
Wrap-UpWrap-UpWrap-UpWrap-Up
Resources Wrap-UpWrap-UpWrap-UpWrap-Up
Inbound
Phone
Pages 55-57
BackBackBackBackHomeHomeHomeHome NextNext

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Bdc vs non bdc metrics

  • 1. ExpectationsExpectationsExpectationsExpectations Inbound PhoneInbound Phone ProcessProcess Inbound PhoneInbound Phone ProcessProcess CallCall RecordingRecording CallCall RecordingRecording SampleSample Phone CallPhone Call SampleSample Phone CallPhone Call MetricsMetricsMetricsMetrics Wrap-UpWrap-UpWrap-UpWrap-Up FirstFirst ImpressionsImpressions FirstFirst ImpressionsImpressions Inbound PhoneInbound PhoneInbound PhoneInbound Phone
  • 2. Who Represents You to Your Customers? Actual Dealership Calls Recorded by: NextNextBackBackHomeHomeHomeHome FirstFirst ImpressionsImpressions FirstFirst ImpressionsImpressions
  • 3. Start Page Information You Would Expect When Calling a Dealership NextNextBackBackHomeHomeHomeHome ExpectationsExpectationsExpectationsExpectations
  • 4. Start Page Inbound Phone Process NextNextNextNextBackBackHomeHomeHomeHome InboundInbound PhonePhone ProcessProcess InboundInbound PhonePhone ProcessProcess To BDC
  • 5. Start Page Inbound Phone Process InboundInbound PhonePhone ProcessProcess InboundInbound PhonePhone ProcessProcess NextNextNextNextBackBackBackBackHomeHomeHomeHome Script/Data/ Appointment
  • 6. Start Page Inbound Phone Process InboundInbound PhonePhone ProcessProcess InboundInbound PhonePhone ProcessProcess NextNextNextNextBackBackBackBackHomeHomeHomeHome Advise Sales Department
  • 7. Start Page Inbound Phone Process InboundInbound PhonePhone ProcessProcess InboundInbound PhonePhone ProcessProcess NextNextNextNextBackBackBackBackHomeHomeHomeHome Confirmation
  • 8. Start Page Inbound Phone Process InboundInbound PhonePhone ProcessProcess InboundInbound PhonePhone ProcessProcess NextNextNextNextBackBackBackBackHomeHomeHomeHome Appointment Outcome Call
  • 9. Start Page Inbound Phone Process InboundInbound PhonePhone ProcessProcess InboundInbound PhonePhone ProcessProcess HomeHomeHomeHome BackBackBackBack NextNext Follow-Up
  • 10. Start Page The Science of Phone Scripts HomeHomeHomeHome NextNextNextNext SampleSample PhonePhone CallCall SampleSample PhonePhone CallCall BackBack
  • 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 SampleSample PhonePhone CallCall HomeHomeHomeHome NextNextNextNextBackBackBackBack 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 HomeHomeHomeHome SampleSample PhonePhone CallCall SampleSample PhonePhone CallCall NextNextNextNextBackBackBackBack BestBest PracticePractice BestBest PracticePractice
  • 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 HomeHomeHomeHome SampleSample PhonePhone CallCall SampleSample PhonePhone CallCall BackBackBackBack NextNext BestBest PracticePractice BestBest PracticePractice
  • 19. Start Page Inbound Calls •How many inbound calls? •How many appointments set? •How many kept? •How many sales? NextNextNextNextBackBackHomeHomeHomeHome MetricsMetricsMetricsMetrics
  • 20. Start Page BDC Analysis Metrics Chart 02/07/2004 MetricsMetricsMetricsMetrics BackBackBackBackHomeHomeHomeHome NextNextNextNext 3,881 16% 31% 6,861 6,478 2,156 2.97 9 1,50 2 1,198 1,68 8 859 633 874 392 13% 6% 53% 52% 46% 55% 57% 57% 56% 43% 23% 25% 13%
  • 21. Start Page 02/07/200402/07/2004 3,881 16% 31% 6,861 6,478 2,156 2.97 9 1,50 2 1,198 1,68 8 859 633 874 392 13% 6% 53% 52% 46% 55% 57% 57% 56% 43% 23% 25% 13% BDC Analysis Metrics Chart MetricsMetricsMetricsMetrics BackBackBackBackHomeHomeHomeHome NextNextNextNext 3,881 16% 31%1,198 633 53% 55% 56%2,156 BestBest PracticePractice BestBest PracticePractice
  • 22. Start Page BDC Analysis Metrics Chart MetricsMetricsMetricsMetrics BackBackBackBackHomeHomeHomeHome NextNext 02/07/2004 3,881 16% 31% 6,861 6,478 2,156 2.97 9 1,50 2 1,198 1,68 8 859 633 874 392 13% 6% 53% 52% 46% 55% 57% 57% 56% 43% 23% 25% 13%
  • 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 NextNextNextNextBackBackHomeHomeHomeHome Wrap-UpWrap-UpWrap-UpWrap-Up