Customer Onboarding for Ownership
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Questions and Answers

What should be included in the delivery process for a client if it is a 3S facility?

  • A meeting with the finance department
  • A service department tour (correct)
  • A detailed presentation of vehicle features
  • A complimentary vehicle wash
  • What is one of the responsibilities during the customer onboarding process?

  • Offering the client a complimentary car rental
  • Assigning a personal vehicle concierge
  • Providing the client with a discount coupon for future services
  • Helping the client schedule their first service appointment (correct)
  • Which item should be shared with the client for future reference after ownership?

  • The Aftersales Consultant's business card (correct)
  • Repair history records
  • The dealership's return policy
  • The vehicle's purchase agreement
  • What should the sales consultant inform the customer if the service is not located within the same facility?

    <p>A service advisor will reach out within 48 hours</p> Signup and view all the answers

    What should be included in the follow-up email to the client?

    <p>Related documents and important contacts</p> Signup and view all the answers

    Study Notes

    Customer Onboarding for Ownership

    • Aftersales Consultant Introduction: Provide the customer with the Aftersales Consultant's business card for future contact.
    • Service Department Tour: If possible (3S facility), include a service department tour during delivery.
    • First Service Appointment: Help the customer schedule their first service appointment.
    • Vehicle Information Resources: Explain where to find vehicle information (owner's manual, owner's apps, INFINITI VALET).
    • Shared Documents & Contacts: Provide follow-up email with related documents, links, and important contacts (roadside assistance, insurance, service details) – this should be recorded in the DMS.
    • Out-of-Location Service: For service outside the facility, inform the customer a service advisor will contact them within 48 hours.

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    Description

    This quiz focuses on the essential steps in customer onboarding for vehicle ownership. Key topics include introducing Aftersales Consultants, scheduling service appointments, and providing vital vehicle information resources. Understanding these procedures enhances customer satisfaction and facilitates a smooth ownership experience.

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