Client Strategy Calls

Monthly Call Scripts

The complete framework for monthly strategy calls. Total call time: 15–25 minutes. Follow each phase in order.

Call Structure Overview

Opening

Results Review

What We Did

Next Month Strategy

Check-In & Close

Review last month's report and results

Check for any at-risk signals (slow responses, missed calls)

Prepare ROI math with their specific numbers

Review their original goals from onboarding

Check competitor activity in their market

Prepare 3 strategy items for next month

Have the before/after data ready to share

Opening (2 minutes)

2 min

Hey [Dealer Name], thanks for hopping on. How's everything going at the dealership? [Let them talk — listen for 30–60 seconds] Great. I've got your monthly report pulled up and I want to walk you through everything we accomplished this month, plus what we're planning for next month. Sound good?

Tips

Always start personal — ask about their business first

Let them talk. You'll learn what matters most to them right now

Take notes on anything they mention — use it later in the call

Mid-Call Objection Handling

If a dealer raises any of these during the call, use these responses:

Dealer says: "I'm not seeing enough leads"

I understand that concern. Let me show you the trend line — we're building visibility that compounds over time. In month 1 we typically see [X], and by month 3 that usually grows to [X]. We're right on track. Let me also check if there are any quick wins we can accelerate.

Dealer says: "I'm not sure this is working"

I appreciate you being honest with me. Let me walk you through the data again and show you exactly what's changed since we started. [Show before/after]. The improvements are real — sometimes they're happening behind the scenes before they show up as walk-ins. Let's set a specific benchmark for next month so we both know what success looks like.

Dealer says: "My budget is tight right now"

I completely understand. Let me show you the ROI math one more time — right now your investment is generating [X]x return. If we pause, you'll lose the momentum we've built and competitors will fill that gap. What if we looked at adjusting the scope slightly while keeping the core strategy intact?

Dealer says: "I want to cancel / not renew"

I hear you, and I want to understand what's driving that. Can you help me understand what feels like it's not working? [Listen]. I want to make sure we address this properly. Would you be open to giving us 30 days to [specific action] and then reassessing? I'm confident we can turn this around.

The Monthly Call Is Your Retention Anchor

Dealers who have a monthly strategy call with their account manager are 4x more likely to renew. This is where trust is built and value is reinforced.