In this role, more messages to more customers doesn't always mean more opportunities. Task your service
managers or BDC to leverage data-driven insights from your CRM, maturity manager or data mining tool to
quickly and easily identify your best opportunities and share that information with your service team.
Daily steps for maximizing your service drive acquisitions:
1. Mine upcoming service appointments for acquisition opportunities.
2. Service advisors notify managers of:
a. Clients in equity position
b. Clients who decline repairs
c. Clients who agree to large repairs
3. Engage incoming customers when confirming their service appointment to gauge their potential
interest in upgrading
4. Present primed service customers with offers during their appointment that includes personalized messaging
5. Follow up with prospects to ensure satisfaction and review the offers presented during their appointments
