Automotive · Aftersales

Annual Ownership Review Call

Check in with owners annually to review service history, remaining warranty, and upcoming needs.

Apps this needs

DMS Keyloop, CDK or DMS export for customers & appointments. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

How it works

  1. Agent schedules a review call timed to the purchase anniversary, pulling the full service and ownership history.
  2. The call covers service history, remaining warranty and upcoming maintenance due.
  3. Any interest in trading up is routed to sales; any service need is booked directly.
  4. Call outcome and any stated future plans are logged to the CRM.

Data sources

DMS service/ownership history CRM

What it targets

  • Annual reviews completed for eligible owners Target 40%