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Outbound: the agent calls

Fall winterizing and storage calls to last year's list

The first hard frost cracks a water line in every unit that wasn't winterized. The agent calls last year's list in September and books winterizing and storage before the cold comes.

When it starts

September, and last year's winterizing and storage customers.

What the agent does

Calls with a reminder, books winterizing and a storage spot, and notes add-ons.

What your team gets

A fall schedule booked early and a storage yard that knows what's coming.

How it works

  1. Builds the list

    Everyone who winterized or stored with you last year, plus this year's new owners.

  2. Calls in September

    Before the frost, while the shop still has room.

  3. Books the winterizing

    Water lines blown out, antifreeze, battery pulled, by your menu and prices.

  4. Books storage

    Indoor or outdoor spot, by size, from what's free in your yard.

  5. Offers fall work

    A roof reseal or a repair they put off in summer, done while it sits.

  6. Covers sleds too

    Snowmobile owners are called for their pre-season service at the same time.

Example call

  1. AI agentHi Mr. Novak, it's Emma from Lakeland RV. It's that time of year. Want to book winterizing on your Jay Flight?
  2. CustomerAlready? Yeah, I guess so. And storage too.
  3. AI agentGood. I have October 8th or 12th for winterizing. For storage, I have an outdoor spot for a 27-footer, or indoor at the next price up.
  4. CustomerOutdoor's fine. The 8th.
  5. AI agentBooked, October 8th winterizing, outdoor storage after. Anything you want looked at while it sits?
  6. CustomerThe bathroom fan's been noisy.
  7. AI agentI'll put it on the work order. I'll text you the confirmation.

After the call: The work order opens for October 8th with winterizing and the bathroom fan noted, the storage yard has an outdoor spot reserved for the Jay Flight, and Mr. Novak has a text.

What your team gets

  • Winterizing booked before the first frost
  • Storage spots reserved by unit size
  • Off-season repairs added to the work order
  • Sled owners called for pre-season service
  • A fall bookings report by week
Set up with you: The team sets up a connection to your service scheduling and storage yard software, loads your fall menu and storage prices, and sets when the calls go out.

Questions

Who does it call?

Last year's winterizing and storage customers, plus new owners, and anyone you add.

Does it book storage spots?

Yes, from what's free in your yard, by size and indoor or outdoor.

What about owners who winterize themselves?

It notes it, and asks if they'd like storage or fall service instead.

Hear it on your phone

Request a demo call and the agent phones you, set up for RV and powersports dealers like yours.

Get a demo call