Drive
Script
Prep before you pitch.
1
Customer bucket
L1
Scheduled visit, has history
L2
Concern-driven, has history
L3
Scheduled + concern, has history
NL1
Scheduled visit, no history
NL2
Concern-driven, no history
NL3
Scheduled + concern, no history
2
Who's on the ticket
Advisor name
Pick advisor…
Juan Martinez
Richard Spanitz
Chad Renninger
Raylin Vargas
Jonathan Sell
Tech name
Pick tech…
Zane Seal
Karl Tota
Joseph Pianka
Kyle Hallman
Kyle Tusa
Dale Hendershot
Christopher Smith
Nasir Pate
Mark Gilbert
Robert Coons
Axell Sanchez
Zachery Ettl
Michael Sherlinski
Harold Dries
Dylan Simon
Jason Panto
Tyler Murray
Ray Sacks
4
Original concern
Photograph concern
The concern lines written on the repair order
Paste
5
DMS recommendations
Photograph screen
Red & yellow line items, with prices
Paste
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