BDC Rep Checklist for Setting Service Appointments Around Customer Availability
A BDC rep setting a service appointment should confirm the customer's preferred time window, verify vehicle and service type, check technician and bay availabil...
The BDC Rep's Checklist for Qualifying an Internet Lead in Three Questions
A BDC rep qualifies an internet lead in three questions: (1) What vehicle are you interested in? (2) When do you want to buy it? (3) What's your budget or trade...
BDC Rep's Checklist for Handling a 'Just Checking Price' Inquiry
A BDC rep handling a "just checking price" inquiry should immediately qualify the buyer's timeline and vehicle interest, capture their contact details, and pivo...
BDC Rep Voicemail Checklist: How to Actually Get Callbacks
Most dealership voicemails get deleted without being heard. To get returned calls, your message needs to be under 20 seconds, include a specific reason for the ...
BDC Rep's Checklist for Handling an Inbound Sales Call in Under 90 Seconds
A BDC rep handling an inbound sales call in under 90 seconds should capture the caller's name, phone number, and vehicle interest; qualify their timeline and tr...
The BDC Manager's Checklist for Training a New BDC Rep in the First Two Weeks
A BDC manager's first-two-weeks checklist for a new rep should cover DMS login and lead assignment protocols (day one), phone script mastery and CRM navigation ...
BDC Manager's Checklist for Recovering a No-Show Customer the Same Day
The moment a customer no-shows, you have a narrow window to recover them the same day. Your BDC manager needs to execute a fast, structured recovery protocol wi...
The BDC Manager's Checklist for Confirming Appointments the Night Before
A BDC manager's pre-appointment confirmation checklist should verify customer contact details, confirm vehicle availability and condition, check technician/sale...
BDC Manager's Checklist for Handling 'Just Checking Price' Inquiries
A BDC manager's checklist for handling a "just checking price" inquiry starts with treating it as a lead, not a brush-off. Capture the contact info, verify the ...
The BDC Manager's Checklist for Following a Four-Email Sequence That Books Appointments
A BDC manager running a four-email appointment-booking sequence should check that each email has a clear single purpose (introduce, remind, create urgency, clos...
The BDC Manager's Checklist for Leaving a Voicemail That Actually Gets Returned
A BDC manager should leave a voicemail that gets returned by keeping it under 30 seconds, stating the dealership name and reason for the call upfront, using a w...
BDC Manager's Checklist for Handling Inbound Service Calls Without Transferring
A BDC manager handling an inbound service call without transferring means staying on the line long enough to capture the customer's vehicle info, service need, ...