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That's interesting and helpful.  You're on to something with making the customer feel comfortable in the conversation.  If that train is moving forward, you're working well together, and puzzle pieces are fitting, just make it your mission to keep doing that!


Should the text work to schedule an appointment or just be the bridge to the phone? 


Wonderful question.  Your post (and my comments just now) seem to indicate it's good practice to nurture the conversation as much as possible.  I do think, however, that bridging the text to phone call can be important in getting to the next step.  Sometimes, the information and questions are just too much to answer via text.  I find myself in text conversations that eventually result in a "Let me call you real quick to explain."