OPENING & PERMISSION
- Introduce self & company
- Ask for 2-3 mins to discuss buggy needs
DECISION:
Does contact have time?
PROCESS: Ask for better time
RECORD: Call Back Later, Next Action Date
PROCESS: Thank for honesty & ends call
RECORD: Not Interested
PROCESS: Agent says "Great, thank you."
PROCESS: CURRENT BUGGY USAGE
- Ask: "Does your course use buggies?"
DECISION:
Uses buggies?
PROCESS: Ask: "Any plans to introduce?"
DECISION:
Plans to introduce?
PROCESS: Thank for time & ends call
RECORD: Not Interested / No Further Action
PROCESS: (Adapt questions if "Considering" from NO path)
PROCESS: GATHER FLEET DETAILS
- Ask: "How many buggies?"
- Ask: "How old is fleet?"
- Ask: "What manufacturer(s)?"
- Ask: "Condition of fleet?"
RECORD: Number, Age, Manufacturer(s), Condition
PROCESS: GATHER FLEET DETAILS
- Ask: "How many buggies?"
- Ask: "How old is fleet?"
- Ask: "What manufacturer(s)?"
- Ask: "Condition of fleet?"
RECORD: Number, Age, Manufacturer(s), Condition
PROCESS: ASSESS PURCHASE INTENT
- Ask: "Considering changing fleet in next 3-9 months?"
DECISION:
Looking to change fleet?
PROCESS: (Proceed to IDENTIFY DM)
PROCESS: GATHER PURCHASE DETAILS
- Ask: "Target month/quarter?"
- Ask: "Initial budget?"
- Ask: "Specific features/types?"
RECORD: Target Month, Budget, Specific Needs
PROCESS: IDENTIFY DECISION MAKER
- Ask: "Are you the main DM?"
DECISION:
Is contact the DM?
RECORD: Decision Maker - Yes
PROCESS: Ask: "Name & role of primary DM?"
- Ask: "Best contact info?"
RECORD: DM Name, DM Role, DM Contact Info
PROCESS: CLOSING & NEXT STEPS
- Thank for time & info
- Ask: "Best next step?"
RECORD: Next Actions (multi-select)
DECISION:
Specific next action agreed?
PROCESS: (Proceed)
PROCESS: Ask: "When for next action?"
RECORD: Next Action Date
PROCESS: Ask: "Anything else to add or questions?"
RECORD: Notes/Summary
PROCESS: Agent thanks & ends call.