WORKSHOPS

Appointment Focused Lead
Management

APPOINTMENT FOCUSED LEAD MANAGEMENT

Build the skillsets to convert inbound calls or emails into an appointment

Whether a lead comes in via phone or online, our goal is to get the client to visit our dealership. Its take a while to build the skillsets to convert an inbound phone call or email into an appointment. It also takes planning and strong processes to build a strong appointment process.

The focus on this class is phone and email skills but we will also focus on what the dealership does when an appointment walks in the front door, from receptionist, to sales person to sales manager. We sell a great experience, now let’s deliver it.

This workshop is customized to your store and situation. If you have a Business Development Center (BDC), No BDC or even “sort of a BDC,” we will work together to make this process flow smoothly and help you offer a better experience for your customer.

Sales Performance
Sales Force

Pre-Workshop

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A review of your existing processes, resources, goals and needs

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An introduction to the Drive Performance Appointment Process

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Collaborate to define how we want your appointment process to work

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The customization of sales support materials and processes for your store

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One on one work with sales team, management, receptionist/greeter

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Review pre-workshop phone shop evaluation. (if applicable)

Workshop

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Inbound and outbound Phone Skills

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How to sell an appointment

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Managing internet leads and increasing conversion

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Improving email and voicemail skills

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Building a framework to make appointments add value

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Creating a strong appointment greeting and handoff process

Post-Workshop

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Access to trainers for feedback, content development, process guidance

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Post workshop secret shopper and evaluation

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Additional onsite days if desired

Contact us to discuss a customized workshop for your team!

Workshops attendees will receive call guides, word tracks, email and voicemail templates as well as our Appointment Focused Lead Management workbook.