What is the Byrider procedure for entering and removing a follow-up action for an account?
Byrider Franchise · 2025 FDDAnswer from 2025 FDD Document
| PROCEDURE: Scheduling/cancelling individual letters for prospects/customers | 5.19 | | PROCEDURE: Creating and generating a bulk mailing (letters or e-mails) from Discover | 5.22 | | PROCEDURE: Recording notes and memos in Sales Control | 5.36 | | PROCEDURE: Recording reminders, notes, and memos in CRM | 5.40 | | PROCEDURE: Scheduling an individual phone call in Discover | 5.43 | | PROCEDURE: Scheduling mass phone calls in Discover | 5.44 | | Follow-up – Unsold and missed appointment | 5.46 |
Source: Item 23 — Receipts (FDD pages 88–335)
What This Means (2025 FDD)
According to the 2025 Byrider FDD, the procedures for managing customer follow-ups are detailed within the Discover Sales Control and CRM (Customer Relationship Management) systems. Specifically, there are outlined methods for scheduling and canceling individual letters for prospects or customers, as well as creating and generating bulk mailings from Discover.
For recording customer interactions, Byrider provides procedures for documenting notes and memos in both Sales Control and CRM. These systems also facilitate the scheduling of phone calls, with distinct procedures for individual and mass phone call scheduling in Discover. The FDD also mentions follow-up actions for unsold items and missed appointments, indicating a structured approach to managing customer engagement.
While the FDD mentions these procedures, it does not provide specific step-by-step instructions on how to enter or remove a follow-up action. A prospective franchisee should ask Byrider for more detailed documentation or training materials that explain the exact processes within the Discover Sales Control and CRM systems for managing follow-up activities.