SALES BDC

Email Templates

100

This email template is used for simple New Car leads

A Day or A Day 1 

200

This email template is used for leads on Used Cars

A Used Car Day 1

300

This email template is used for leads including a trade in 

B day 1 Trade 

400

Specific email templates for multiple sources are available for this Lead Source.

TrueCar

500

This email is used when customers complete certain steps using our website tools ( they can change interest rate, money down, do credit app and even set an appointment)

Prodigy Online email

Processes

100

The goal for all leads and phone ups is to set up a what? 

Appointment

200

When receiving specifically a Used Car email this should be sent right away

Covideo

300

We currently do three things when receiving a lead. What are they? (assume all information is there) 

Call, email, and text 

400

When answering a phone up the following information is required? ( 4 items) 

First name, last name, phone number, email address

500

BONUS QUESTION X2 POINTS

What process must be completed with all customers after selling a vehicle and before delivery (involves a gift) 

Sales to Service

Fill in the Blank

100

When sending an email template I need to make sure the ______ of interest matches the request and answer all _________. 

Vehicle; questions

200

When receiving a lead I need to read all N_____ and C____ before emailing/calling the customer.

Notes and comments

300

When we do not have the customers VOI available in stock we should offer A______ and the ability to place a deposit on an incoming unit

Alternative

400

When doing an offsite appraisal I need to ask for M____, V____, P__ I_____, and C_______

Mileage, Vin, Payoff information, and condition

500

When all tasks are completed, more calls can be made using O________ and M___________ 

Opportunities and mastermind