4 tasks / 35 minutes

4 tasks / 35 minutes



The first step to being most effective with the potential opportunity module:

Establish a clear objective of what you expect from your representatives

Introduce yourself with your first name and how can I help you

Ask for the customer's full name

Check if the customer is already in the system using the Call tab in the top bar  (refresh the page if necessary)

Listen to the customer to understand their needs

Create the opportunity even if it is sold



Main objective

Have an appointment with the exact day and time and create an "appointment" task

Confirm the appointment the day before

Go and see the product physically so as not to be surprised in front of the customer

The customer did not show up; 

Call the customer back and make them feel comfortable for not showing up

Recontact the customer for a new appointment or change the status of the opportunity if needed




Increase your database

If the vehicle is no longer available, then offer another vehicle. 
If there is no other choice, create the opportunity anyway with the "Vehicle Search" tag 
and move the status of the opportunity to Pending.




4 / 35


4 tasks 35 minutes 


Present to your team what you expect them to do during a customer contact by phone

Find a manager who can listen to the calls each day and coach the representatives 
according to the established objectives (60 calls per hour on average)

Print the managerial chart before the end of your day or assign a manager

Meet with your team in the morning TOP CHRONO 20 minutes MAXIMUM. Your meeting will already be ready and you just have to follow your sheet and your screen

2 times a day, you look at your master chart and communicate via email or text 
(just let your team know the importance of maximizing time and how you are going to communicate, you are going to communicate the variances to them).

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