Identify the customer
Identify yourself
Ask if the customer would like to take the survey
State the purpose of your call
Show concern, stop asking questions, skip email verification and ask for more detail
Continue on to the next question
Show concern and move on to the next question
Ask for details and continue on to the next question
True
False
True
False
Agent Comment box
General Explanation box
Body of Five9
Question Comment box
True
False
2
1
0
3
Note the alert
Check the Dealer Callback Requested
Leave the question alone and just take notes
Notate your comments in the "General Explanation" Box and select "Send Email to Dealer".
True
False
True
False
True
False
Customers we have already called
Corporate Businesses and Establishments or Over Max Attempts
Customers that did not visit the dealership
Rental Car companies
True
False
Rate this question:
Unable to Contact- Left Voicemail
Call Completed - Satisfied
Able to Contact- Call Back Later
Could Not Complete - Unable to Leave Voicemail
15-30 sec.
10 sec.
As long as you need
30 sec.
Bad Contact
Could Not Complete - Owner Not Available
Completed - Satisfied
Could Not Complete - Other
15 sec.
20 sec.
As long as you need
60 sec.
True
False
True
False
Could Not Complete - Other
Completed - Alert
Call Not Necessary - Over Max Attempts
Able to Contact- Call Back Later
True
False
True
False
Able to Reach Customer- Call Back Later
Call Completed
Call Not Necessary
Able to
Select "NOT ASKED" for every question, do not write anything in the General Explanation box, and complete the call
Select "YES" for every question, write "CUSTOMER STATES: 1. EVERYTHING WENT WELL, BUT THEY DON'T WANT TO DO THIS SURVEY" in the General Explanation box, and UTC the call
Select "YES" for every question, write "CUSTOMER WON'T TAKE SURVEY" in the Agent Comment box, and complete the call
Select "NOT ASKED" for every question, write "CUSTOMER STATES EVERYTHING WENT WELL BUT DECLINED TO TAKE SURVEY" in the General Explanation box, and select "Call Completed"
Could Not Complete - Other
Call Not Necessary - Over Max Attempts
Call Not Necessary - Business
Completed - Alert
80% or higher
90% or higher
85% or higher
75% or higher
Complimentary Appointment and Customer Pay Appointment
Inbound and Outbound
Service, Sales, Survey Reminders and Body Shop
Incoming, Outgoing, and Scheduling
Customer Name, Number of Questions, Customer Vehicle, and Call Attempts
Vehicle Make, Model, Year, and Date of Service
Vehicle Type, Agent Notes, Customer Name, and RO Date
Customer Name, Call Attempts, Call Number, Agent Notes, and Dealership Name
Notes in the corresponding question Comment box
Nothing
Notes in the General Explanation box
Every question should never be "NOT ASKED"
True
False
Completed in General Explanation Box and Completed Agent# in agent comment box
Nothing
A full description in the General Explanation box
True
False
Rate this question:
True
False
True
False
CUSTOMER STATES HE WAS GREETED PROMPTLY BUT HIS ENGINE IS STILL SMOKING.
NOTHING
CUSTOMER STATES EVERYTHING WENT WELL.
CUSTOMER STATES STILL HAVING ISSUES WITH ENGINE.
Rate this question:
CUSTOMER STATES HE WAITED 20 MINUTES TO BE CHECKED IN AND IT TOOK THEM 2 HOURS TO COMPLETE THE JOB. CUSTOMER WAS QUOTED ONE HOUR. You then must write "Completed" in the General Explanation Box.
CUSTOMER STATES THE WAIT WAS TOO LONG. You then must write "CUSTOMER STATES THE WAIT WAS TOO LONG." in the General Explanation Box.
CUSTOMER STATES IS NOT SATISFIED. You then must write nothing in the General Explanation Box.
CUSTOMER STATES HIS SERVICE WENT WELL, HIS VEHICLE WAS FIXED CORRECTLY AND IT DID NOT TAKE LONG TO SERVICE. CUSTOMER STATES HIS SERVICE ADVISOR WAS VERY RUDE AND SEEMED ANNOYED WHEN HE'D ASK HIM QUESTIONS.
CUSTOMER STATES SERVICE VISIT WENT WELL BUT ADVISOR SEEMED ANNOYED.
CUSTOMER STATES EVERYTHING WENT WELL.
CUSTOMER STATES HE'S NOT HAPPY WITH THE SERVICING OF HIS VEHICLE.
CUSTOMER STATES HIS SERVICE ADVISOR WAS GREAT AND THEY FIXED HIS VEHICLE RIGHT THE FIRST TIME.
Completed
CUSTOMER STATES SERVICE VISIT WENT WELL.
Rate this question:
Mark "Yes" for all questions and write "Completed" in the general explanation box and agent comment box.
Mark "No" for all questions and write "CUSTOMER STATES EVERYTHING WENT WELL BUT DOES NOT HAVE TIME TO TAKE THE SURVEY" in the general explanation box.
Mark "Not Asked" for all questions and write" CUSTOMER STATES EVERYTHING WENT WELL BUT DOES NOT HAVE TIME TO TAKE THE SURVEY" in the general explanation box.
You would write- "CUSTOMER STATES EVERYTHING WENT WELL BUT HATES RECEIVING FOLLOW UP CALLS. CUSTOMER REQUESTED TO BE PUT ON THE DO NOT CALL LIST. " in the general explanation box. You then would add the customer to the do not call list using Five9, you would also check off "Add to Do Not Call List" in DGA and put "Not Asked" for all survey questions.
You would write- "CUSTOMER STATES EVERYTHING WENT WELL. " in the general explanation box. You then would add the customer to the do not call list using Five9, you would also check off "Add to Do Not Call List" in DGA and put "Not Asked" for all survey questions.
You would write- "CUSTOMER STATES HE HATES RECEIVING FOLLOW UP CALLS. CUSTOMER REQUESTED TO BE PUT ON THE DO NOT CALL LIST. " in the general explanation box. You then would add the customer to the do not call list using Five9, you would also check off "Add to Do Not Call List" in DGA and put "Yes" for all survey questions.
I understand. Is there anything else I can do for you at this time? (Recite Concerned Conclusion)
I understand. I'll make note of this. (Recite Concerned Conclusion)
I understand. However, a negative grade is a failing grade to our manufacturer and it's really important that we do get a 10/10 on the manufacturer survey. Can we count on you to do this for us? Thank you. (Recite Satisfied Conclusion)
Unable to Contact- Left Voicemail
Completed-Satisfied
Able to Contact- Call Back Later
Completed-Concerned
Could Not Complete- Other
Unable to Reach Customer
Able to Contact- Call Back Later
Could Not Complete- Other
Completed-Satisfied
Able to Contact- Call Back Later
Completed-Alert
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