How to Convert Opportunities into Booked Appointments

Go to the Opportunity Page

• Access  the Opportunity Hub > Today's Hot List from your Steer dashboard.
• You’ll see a list of customer-vehicle pairs, each with an Opportunity Score (Very Hot, Hot, Warm, Cold), last visit date, and key signals.

Review Key Signals

• Each entry shows up to two color-coded signals (e.g., “3 open quotes”, “180 days since last visit”).
• Best Practice: Reference these signals directly in your outreach to show you understand the customer’s needs.

Use the Talk Track

• Click into the “Talk Track” for each opportunity. This section gives you a tailored script or conversation starter based on the customer’s score and signals.
• Example: “Hi [Name], I noticed your [Vehicle] hasn’t been in for service in over 6 months and you have an open quote. Can I help you schedule your next visit?”

Use Quick Actions

• Use the Quick Actions buttons next to each opportunity:
  • WON: Mark to WON or book Appt directly from this page.
  • LOST: Mark if the customer declines or is not interested and add a Lost reason.
  • TODO: Set a reminder to follow up later.
• Best Practice: Always update the status after each interaction to keep your Opportunity Page current and actionable for you and your team.

Use Multi-Channel Outreach

• Use the contact info provided to call, text, or email directly from the Opportunity Page.
• Best Practice: If you don’t get a response via one channel, try another.

Track Your Results

• Every time you interact with an opportunity, a To-Do is created for follow-up.
• Regularly review which actions and messages are getting the best response and adjust your approach as needed.

Opportunity Page Best Practices Checklist

• Always start your day on the Opportunity Page.
• Personalize every outreach using the signals shown.
• Use Talk Tracks for more effective conversations.
• Mark outcomes immediately to keep your pipeline clean.
• Leverage multiple communication channels.
• Review and optimize your approach weekly.