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Outbound: the agent calls

New-owner walk-throughs and delivery day set up

A new owner who drives off without a proper walk-through calls service the first weekend from a campground. The agent books every delivery with the walk-through and tells them what to bring.

When it starts

A sold unit passes its pre-delivery inspection.

What the agent does

Calls the buyer, books delivery with the walk-through, and texts what to bring.

What your team gets

Deliveries on the schedule with a walk-through tech, and buyers who arrive ready to tow.

How it works

  1. Sees the unit is ready

    When the pre-delivery inspection is signed off, the buyer goes on the call list.

  2. Calls the buyer

    "Your Jay Flight passed its inspection, it's ready for you." Good news first.

  3. Books the walk-through

    A time with the delivery tech, long enough to go through propane, water, power, slides and the hitch.

  4. Checks the tow setup

    Hitch, ball size, brake controller and wiring. If something needs installing, it books it before delivery.

  5. Texts what to bring

    Licence, proof of insurance, the tow vehicle, and time for the walk-through.

  6. Books the first check

    A short service visit after the first trip, if your store offers one.

Example call

  1. AI agentHi Mr. Novak, it's Emma from Lakeland RV in Orillia. Good news, your Jay Flight passed its inspection and it's ready.
  2. CustomerGreat! When can we get it?
  3. AI agentI have Thursday at 1 or Saturday at 9 for delivery. Plan on about two hours, Kyle will walk you through everything. Does the truck have a brake controller?
  4. CustomerNo, I meant to ask about that.
  5. AI agentWe can install one before you leave. I'll book it for the morning of delivery. Saturday or Thursday?
  6. CustomerSaturday at 9.
  7. AI agentSaturday at 9, brake controller first, then Kyle's walk-through. I'll text you what to bring.

After the call: Saturday has the brake controller install at 8:00 and Kyle's walk-through at 9:00, the deal file shows the delivery date, and Mr. Novak has a text listing his licence, insurance and the truck.

What your team gets

  • Deliveries booked with a walk-through tech
  • Hitch, wiring and brake controller installs booked before delivery
  • Buyers told what to bring
  • First-trip check-ups booked where you offer them
Set up with you: The team sets up a connection to your dealer management system and service schedule, and sets the walk-through length by unit type and who does deliveries.

Questions

Can it sell accessories?

It mentions the ones your store bundles, like a brake controller or sway bars, with your prices.

Does it work for sleds and ATVs?

Yes. Shorter walk-throughs, and it checks the trailer they'll haul it on.

What if the buyer is out of town?

It books the delivery around their travel and texts the details.

Hear it on your phone

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

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