Learn Retention Best Practices
One Touchpoint at a Time
Learn what the best practices are for earning and keeping life long customers, and how to use the tools in your Retention package to implement these best practices. Each touchpoint with the motorist requires your staff to follow a standardized process and be well trained on how to use AutoVitals to follow that process. This takes commitment, but creating life long customers is worth the effort. Let’s get started!
1.
Scheduling an Appointment
Best Practices:
Remind the motorist of declined jobs from the last visit while scheduling an appointment.
Features:
Here’s what you must learn:
2.
Vehicle Drop Off
Best Practices:
Take the time with each customer to set expectations for a smooth visit by making the Drop Off Script the standard operating procedure for this touchpoint. It is critical that your drop off script and procedure include collecting and confirming contact info such as cell phone number and email.
Features:
Here’s what you must learn:
3.
Vehicle Pick Up
Best Practices:
Establish a Pick Up process that includes using the Pick Up script with each customer. Document the recommended work and declined jobs in the POS before the invoice closes to ensure the customer is reminded of this work. Set expectations for what happens next (what AutoVitals will send them, what your next steps are, and what next steps the customer should take).
Features:
Here’s what you must learn:
4.
Follow Up After Appointment
Best Practices:
Call your customers shortly after the visit to thank them for their business as well as ensure all their needs were met. Plan out what type of marketing campaigns you will run an when they will be sent out at least 1 year in advance to hold yourself accountable to the plan.
Features:
Here’s what you must learn:
5.
Service Due
Best Practices:
Run call campaigns at least 3 days per week for 30 minutes each day to remind your customers that service is due. It is particularly effective to make service reminder calls shortly after the first and third Monday of the month when service reminders are sent. Approach these calls from the customer’s perspective- you are performing a customer service courtesy by helping them remember to service their car. These are NOT sales calls!
Features:
Here’s what you must learn:
6.
Monitoring KPI’s and Shop Maintenance
Best Practices:
In addition to monthly check ins with your Product Adviser, it is highly recommended that you regularly review your stats on Retention to understand your areas of strength and weakness, and more importantly formulate and execute a plan to improve. You can’t improve what you don’t measure!
Features:
Here’s what you must learn:
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Conversation Center – Smart Text/Email with your customers
Emails and Texting have become the prominent way of digital communication. The Conversation Center integrates both in SmartFlow and allows confirming appointments. In addition, filter by all types of communication to easily find what you are looking for.
Today’s Appointments as New Workflow Step
Today’s Appointments allow you to manage scheduled vehicles easily. Check and manage priorities and update the customer.
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Beyond Reviews at Google My Business & AutoVitals Reviews on Google Search, Facebook & Yelp are important targets. Learn how to steer reviews.
Effective Text and Email Campaigns
Text and email campaigns are vital reaching your customers. Using the Campaign designer and manager makes it simple.
Smart Service Reminders for higher Appointment Rate
Seasoned service advisors use the opportunity at pick-up to announce at pick-up that service reminders will hit the motorist’s inbox and cell phone when due and at vehicle drop-off to present the service history and open issues at the counter. Smart appointment service reminders eliminate the difficulties.
Perfect Rendering for Mobile Devices
Workflow Notifications help shop staff save 30-40% of incoming calls and inform Motorists about the progress of the work on their vehicle.
OEM Service Recs Upgraded
New vehicle technologies replaced the simple oil change service interval by more complex Indicator and Odo/ Time-based OEM Service Recs.
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