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Module 05 · Service Advisor

Phone Skills

For most customers, the phone is the first time they hear the dealership. The advisor who picks up sets every expectation that follows. This module is about owning that call — converting it, handling it cleanly, and protecting your day in the process.

The Lens for This Module

A phone call is family treatment in 90 seconds. Positive attitude shows up in your voice before your words. Respect shows up in how you handle status calls without bouncing the customer to voicemail. Pride shows up in answering by the third ring with a complete greeting. Excellent AND easy means the customer hangs up thinking "that was simple" — even if their question was hard.

What You'll Learn

By the end of this module, every advisor will be able to:

Module Map

Work through the lessons in order. Each takes 5–10 minutes. Knowledge check at the end requires 80% to pass.

1
Why the Phone Matters
5 min · Foundation
✓ Done
2
Answering Like a Pro
7 min · First 10 Seconds
✓ Done
3
Converting Appointment Calls
9 min · The Conversion
✓ Done
4
Status Calls (Without Losing Your Day)
8 min · Daily Reality
✓ Done
5
Avoiding Unnecessary Transfers
7 min · Own the Call
✓ Done
6
Difficult Callers
8 min · De-Escalation
✓ Done
7
Protecting Your Productivity
7 min · Discipline
✓ Done

Practice & Assessment

Q
Knowledge Check
10 questions · 80% to pass
R
Roleplay Scenarios
3 live phone scenarios
S
Manager Scorecard
Live call review

How Module 05 Lives the Dyer Values

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