A BDC call scorecard, 100 points.
Points are illustrative. Fit them to your store's phone process and the split between sales and service calls.
| Criterion | Observable behavior | Points |
|---|---|---|
| Prompt answer | Answers within the store standard and names the dealership | 10 |
| Vehicle of interest confirmed | Confirms the specific vehicle or the service concern | 15 |
| Vehicle trade explored | Asks whether the shopper has a vehicle to trade | 15 |
| Appointment set | Proposes a specific day and time and books it | 25 |
| Handoff named | Tells the shopper which salesperson or advisor will meet them | 10 |
| Confirmation cadence | Schedules the confirmation call or text | 15 |
| CRM logged | Records the appointment and the notes in the CRM | 10 |
| Total | 100 |
Illustrative review flags
- A call continued after the shopper asked for no further contact
- A price or payment quoted that the store's advertising rules do not allow over the phone
- A recall or safety concern on a service call taken without the required urgency
