WorksheetsIMPEL.AI
Total questions: 10
Worksheet time: 5mins
What is the name of the AI we will be utilizing for service campaign outreach?
PAM AI
BLINK AI
IMPEL AI
STELLA AI
When a new lead comes in through Impel.AI, where does it land first? Choose the best answer!
By the end of each day, how many emails should you aim to have left in the service appointments inbox?
5
0
10
However many come through
You have just finished actioning an Impel.AI lead. To keep the inbox organized, where should you move the email to?
Trash
Impel.AI Leads - Pending folder
Junk / SPAM folder
Impel.AI Leads - Completed folder
If a customer wishes to book later (e.g. December), how should you handle it? Choose the best answer.
Calls are ringing, voicemails are piling up, and web leads and Impel.AI leads are coming in! What should you prioritize first? (In order of highest to lowest priority)
Web/Impel leads → Voicemails → Inbound phone calls
Inbound phone calls → Voicemails → Web/Impel leads
Voicemails → Web/Impel leads → Inbound phone calls
They are all important so start with the one that came through first
If a customer asks not to be contacted, you should:
Delete the lead
Update DMS to “Opted-Out” and add notes in Impel
Forward to Service Advisors to let them know
Contact them again after 6 months
What do you do if a customer no longer owns their vehicle?
Remove/unlink the vehicle in the DMS & update Impel
Forward to Advisor to let them know
Tag for follow-up in 6 months
Ignore the lead as they will not service wit hus anymore
Best Practice: A customer’s appointment is 30 minutes overdue. What should you do? Choose the best answer.
Cancel immediately to make room for another appointment
Call to confirm if they are still coming
Reschedule them immediately
Be patient! Wait until next day
Which of the following is NOT one of Applewood's three core values?
It's All Good at Applewood!
Finding a Way to Say Yes!
Best-In-Class Experience!
Team Beats with One Heart!
