What procedure is used for scheduling an appointment with a business referrer at Byrider?
Byrider Franchise · 2025 FDDAnswer from 2025 FDD Document
| Purpose | 5.1 |
|---|---|
| Prospecting for customers | 5.2 |
| Byrider prospecting programs | 5.3 |
| STANDARD: Notice of Action Taken for Internet and Finance-By-Phone applications | 5.4 |
| PROCEDURE: Finance-by-phone site operating procedures | 5.5 |
| Internet leads | 5.8 |
| Do not call list | 5.10 |
| PROCEDURE: Using do not call search in Discover | 5.10 |
| Prospecting in your Discover data base | 5.12 |
| Grassroots marketing | 5.13 |
| Incoming calls | 5.14 |
| The cold call | 5.16 |
| Using the mail and e-mail for prospecting | 5.17 |
| PROCEDURE: Scheduling/generating individual e-mails for prospects/customers | 5.18 |
| PROCEDURE: Scheduling/cancelling individual letters for prospects/customers | 5.19 |
| PROCEDURE: Generating individually scheduled letters for prospects/customers | 5.20 |
| PROCEDURE: Creating and generating a bulk mailing (letters or e-mails) from Discover | 5.22 |
| PROCEDURE: Uploading a prospect list into Discover Sales Control | 5.27 |
| Using the telephone | 5.29 |
| BEST PRACTICE: Incoming telephone calls | 5.29 |
| Recording prospect information | 5.30 |
| PROCEDURE: Recording prospect information – Discover Sales Control | 5.30 |
| PROCEDURE: Recording prospect information - CRM (Customer Relationship Management) | 5.34 |
| Recording customer notes and memos in Sales Control | 5.36 |
| PROCEDURE: Recording notes and memos in Sales Control | 5.36 |
| Recording customer reminders, notes, and memos in CRM (Customer Relationship Management) | 5.39 |
| PROCEDURE: Recording reminders, notes, and memos in CRM | 5.40 |
| Scheduling phone calls | 5.43 |
| 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 |
| Customer follow-up – new owner | 5.48 |
| Scheduling an appointment | 5.49 |
| PROCEDURE: Scheduling an appointment - Discover | 5.49 |
| PROCEDURE: Scheduling an appointment – CRM (Customer Relationship Management) | 5.51 |
| Turning over a prospect | 5.53 |
| PROCEDURE: Turning over a prospect | 5.53 |
| Recording other events in your calendar | 5.54 |
| Dead deals | 5.55 |
| PROCEDURE: Recommending a prospect be categorized as a dead deal - Discover | 5.64 |
| PROCEDURE: Recommending a prospect be categorized as a dead deal – CRM | 5.56 |
| Calling to confirm appointments | 5.57 |
| BEST PRACTICE: Confirming appointments | 5.57 |
| The Program Genie | 5.58 |
| Frequently asked questions and key phrases | 5.59 |
| Prospecting for business referrals | 5.61 |
| STANDARD: Sharing customer information | 5.61 |
| Business referrals and Discover | 5.62 |
| Entering/editing business referral information and creating notes | 5.63 |
Source: Item 23 — Receipts (FDD pages 88–335)
What This Means (2025 FDD)
The 2025 Byrider Franchise Disclosure Document (FDD) outlines several procedures related to scheduling appointments, but it does not specifically detail the procedure for scheduling an appointment with a business referrer.
However, the FDD does provide information on general appointment scheduling within the Discover and CRM systems. For instance, it mentions 'PROCEDURE: Scheduling an appointment - Discover' and 'PROCEDURE: Scheduling an appointment – CRM (Customer Relationship Management).' These procedures likely involve using the software systems to record and manage appointment details, set reminders, and track outcomes.
Given the lack of specific guidance on business referrer appointments, a prospective Byrider franchisee should ask Byrider for clarification on the exact steps and best practices for managing appointments with business referrers. This would include understanding how to properly record referral information, track the progress of referred leads, and maintain effective communication with referral partners.