





July 10, 2024
Prospecting Proactively
Guests:
Bill O’Brocta, Commercial/Fleet Sales Director for Basil
Jimmy Russell, Regional Sales Manager, Work Truck Solutions




Two Minute Prospecting
Simple, Step-by-Step
Why Who What When HOW

July 10, 2024
Prospecting Proactively
Guests:
Bill O’Brocta, Commercial/Fleet Sales Director for Basil
Jimmy Russell, Regional Sales Manager, Work Truck Solutions
# 1 - Why: Leads
# 2 - When: Set Goals
# 3 - Who: Your Entire Team
# 4 - What: Your Specialized Tool # 5 - Where: VDP + My Buyers
Your customers are looking for more help…they need help every day; they don’t need vehicles every day…
Building Buyers: A planned and committed
approach to bringing in lists and new
businesses…
Example:
Use 2-Minute
Prospecting Daily or Weekly; send a set number of templated emails with a VDP link and/or other messages and attachments.
Built for you…open to ideas always.
When on the phone, when in person, and when you are working.
Sends a vehicle directly to a prospect; - a new vehicle - a new price - a new incentive
Simply Click to Prospect
Enter, or Choose Buyer(s)
Your email looks professional, creates traffic to your site, and delivers very warm leads Your logo here
Your email looks professional, creates traffic to your site, and delivers very warm leads Your logo here
NOTE: Access to My Buyers can be set so everyone can see everyone's Buyers, or your Truck Pros can only see their individual Buyers.
We can assist in getting an export from your DMS/retail CRM and importing it. We can also explain to your DMS/CRM team how to help keep records up to date.
The import tool walks you through choices on dupes, etc.
Can select one buyer to send an individual quote; that will appear in the buyer’s Activity Log.
Can send to up to 50 buyers for a marketing project (separate emails) each email is kept in that buyer’s Activity Log.
With login permission: you can add special pricing per vehicle (or can hide pricing).
Can add an attachment (credit application, brochures - Word docs, Excel files, PDFs, or a variety of image files).
Can select a specific template or type a customized message.
We are always available to help…
● In Resource Rack you can find brochures about upfits directly from the manufacturers. You can share these brochures with your buyers via TMP.
● You can share industry resources with buyers via the "Insert Resources" button on TMP. If you have Tracking Links enabled, you can receive notifications when your buyer opens those links.
● The updated Resource Rack has more features than ever, including a way to select multiple resources and easily send them to buyers via prospecting.
● Rich text authoring in 2-Minute Prospecting. This means that in addition to attaching files, the Truck Pro will be able to insert links, images, numbered lists and bulleted lists.
● Plus adding the ability to "Preview" that message that the Truck Pro is composing. This way the Truck Pro will be able to see what the message looks like before sending it to the buyer.
● New TMP Manager Report: track what your sales team is doing
○ View to whom and what your salesperson sends out
Working with the dealership’s marketing team
How to move specific inventory
Commercial finance
Content and why it’s important
Using Resource Rack