Service Drive Survey Logic Overview
How the System Works
The Service Drive Survey automation intelligently segments customer responses and triggers immediate action based on their answers. This ensures that opportunities are captured, organized, and acted on without delay.
Key Steps:
- Survey Submitted: Customer completes a quick service waiting room survey via QR code.
- Segmentation: Logic tree sorts customers based on their responses.
- Action: Internal notifications and follow-up tasks are created instantly.
- Results: High-priority leads surfaced in real-time, low-priority customers organized for future nurture.
Action Breakdown:
- Quick Sale/Upgrade Interest: Immediate internal notification to Sales Specialist.
- Planning to Keep Vehicle: Recorded for long-term follow-up (potential trade-in awareness campaigns).
- Referral Interest: Routed to Referral Program Manager.
- No Action Needed: Documented for CRM but no immediate outreach.
Flowchart Visual:
flowchart TD
A[Survey Submitted] --> B{Customer Response}
B --> C[Interested in Quick Sale/Upgrade]
B --> D[Planning to Keep Vehicle]
B --> E[Referral Opportunity]
B --> F[No Action Needed]
C --> G[Notify Sales Team]
G --> H[Assign Follow-Up]
D --> I[Document Equity Position]
I --> J[Add to Nurture List]
E --> K[Notify Referral Manager]
K --> L[Initiate Referral Process]
F --> M[Record for Future CRM Use]
Why It Works
- Speed: Responses handled in real time while customers are still engaged.
- Efficiency: No manual sorting or guesswork for your team.
- Retention: Even "not now" customers are captured for future opportunities.
- Revenue Growth: More sales generated without increasing ad spend.