Title: Remote Leads Management Calls: Standard Process Flow
1Remote Leads Management (Calls) Standard Process
Flow
Prospect Calls your RetailFacility Toll-free
Main s
Digitally Recorded Non-recorded Calls pass
through onto Dealership
Calls taken at Dealershipby Receptionist
All Sales Calls are Transferred to PCS-Globals
Remote Appointment Setter/s
2. Active Lead - Follow-up Required (while
gathering significant contact information)
3. Appointment gets Set (while gathering
significant contact information)
1. Dead Lead No Follow-up Warranted(i.e.
Bought elsewhere or Out-of-Market)
Confirmation Contact Info forwarded to
Dealership
Appt. Setter contacts Prospect(regularly as
appropriate lt12 days)
Contact with Prospect Attempted until A).
Confirmed Out-of-Market B). Dead Lead or C).
Appointment is Set
Manager Confirmation Call Made(i.e. If
scheduling changes are required, Appointment
Setter will contact dealership)
Appointment No-Shows(Confirmed via on-site
champion)
Appointment Shows (On-site champion confirms for
data entry)
Communications Held Daily, As Needs
Monthly (Account Updates, Debriefs
Reconciliations maintained on a Regular Basis)
Follow-up Contacts Made(Confirming Show Appt
CSi)