Sourcing brief capture
Gathers make, model and timescale properly instead of a rushed one-line note.
The AI receptionist that grew into the whole job.
A receptionist built for a car broker's phone.
A car broker loses the caller who expects a forecourt and hangs up confused when there isn't one, the sourcing brief that's only half-captured because the call was rushed, and the part-exchange detail that never makes it through to the consultation.
What it sounds like on the phone.
Hi, I want to come and look at a few cars, where's your showroom?
We work a bit differently to a dealership, we don't hold stock on site. I can take what you're after and book you a consultation call where we go through options that match your spec.
I'm after a mid-size SUV, ideally electric, within the next couple of months.
That's really helpful, thank you. I'll note electric mid-size SUV and your timescale, and get a consultation booked so we can go into more detail on spec and options.
What we book.
The calls a car broker actually takes, from a first sourcing brief to a part-exchange discussion.
- Sourcing consultation call (30 min)
- Part-exchange discussion (20 min)
- Spec and options review call (20 min)
- Delivery coordination call (15 min)
What it actually does for this trade.
Consultation booking
Books the real appointment type for a broker: a call, not a showroom visit.
Part-exchange capture
Notes trade-in details even with no forecourt to inspect the car on.
Expectation setting
Explains clearly there's no stock on site, so callers aren't left confused.
Frequently asked questions.
Will it explain we don't have a showroom?
Yes, it's clear from the first call that sourcing works differently to a dealership, so nobody turns up expecting a forecourt.
Can it capture a detailed sourcing brief?
It asks about make, model, spec and timescale properly, so your broker starts the consultation with real information rather than a one-line note.
What about part-exchange, even without a forecourt?
It captures the trade-in details as part of the brief, ready for your team to value it properly during the consultation.
Other lead qualification businesses on team.help.
Start every sourcing brief with the right questions.
Call our receptionist, 020 4538 8898, and hear it for yourself, or see what's in every plan.
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