Humanatic : Dealership Appt Request

The purpose of the category Dealership Appt Request is to determine if the agent or caller attempted to set an appointment. The caller should be seeking to purchase, lease, or trade-in a vehicle.

Remember: If the call does not connect to a live, qualified employee or if the connection is lost, please select 'Correction: Not eligible, call was not an inventory call'.

Did the salesman attempt to set an appointment?

Comment below if I missed anything / to add some points.

Here are the options:

Appointment for a firm date / time:

• Select this option if an appointment was set for a specific date and time.

• Select this option if an appointment was agreed, and the caller approximates a time frame within a 45 minute range.     

Example :Caller: "I'm looking for a used Toyota Corolla."Agent: "We have a couple. Want to come out and take one for a test drive?"Caller: "Yeah, I'll be there in half an hour."Call ends.

• Select this option if the caller says that they would like to come in and look, and an appointment is set for a firm date and time.

• Select this option if the agent asks the caller if they would like to come in for a test drive, and the caller agrees to an appointment for a firm date and time.

• Select this option if the agent asks when the caller is available to come take a look, and an appointment is set for a firm date and time.

Appointment for a soft date / time:

• Select this option if an appointment was set for a soft date and time.

• Select this option if the caller agrees to visit the dealership, but the caller approximates a time frame that is longer than a 45 minute range.

Example :Caller: "Do you have any trucks with extended cabs?"Agent: "Yes we do. Want to come take a look?"Caller: "Yeah, I'll be there between 10:00 and 11:00."Call ends.This example represents a time frame of an hour, which is longer than 45 minutes.

• Select this option if the caller says they will be coming in to take a look, but they do not specify a date and time.

• Select this option if the caller says "I'm on my way"". This does not represent a firm appointment unless the caller states exactly how long it will take him or her to arrive at the dealership.

• Select this option if the caller agrees to come in some time in the next few days or weeks.

• Select this option if the caller says he or she might visit the dealership.

Appointment requested/mentioned but not set:

• Select this option if an appointment is offered but the caller never actually, officially agrees to come out.

• Select this option if the caller turns down an appointment request.

An appointment was not discussed:

• Select this option if inventory was discussed but an appointment was not discussed.

Correction: not an inventory conversation:

• Select this option if the call is about renting a vehicle.

• Select this option if this call is about service.

• Select this option if the call is for the body shop.

• Select this option if the caller is asking about parts inventory.

• Select this option if the caller is only interested in discussing refinancing or payments of a previously purchased vehicle.

• Select this option if the caller is NOT interested in buying or selling a vehicle from the dealership.

• Select this option if the call disconnects before any contact information is shared.

• Select this option if the caller is left on hold.

• Select this option if the call reached voicemail.

• Select this option if the caller never reached a live, qualified employee/agent.