Executive Brief
You’re Sitting on $1.68M in Untapped Gross — Let’s Talk
There are 37,526 customers already in your CRM. Many are overpaying on interest, nearing lease maturity, or eligible for upgrades. Your BDC can convert these into appointments and gross—without buying a single new lead.
Opportunity by Segment
| Segment | Description | # | Missed Opportunity |
|---|
| Tier 1 (451–550) | Credit rebuild / fresh start | 1,834 | Subprime approvals |
| Tier 2 (551–600) | Payment match / term extension | 4,769 | Payment-match calls |
| Tier 3 (601–650) | Upgrade qualification | 7,705 | Mid-tier upgraders ignored |
| Tier 4 (651–750, ≥7% APR) | Rate reduction & equity reviews | 15,042 | Prime clients overpaying |
| Tier 5 (751+, ≥8% APR) | Loyalty upgrades | 7,338 | Retention risk |
| Toyota Lease ≤13 payments | Lease pull-ahead bonus | 838 | Immediate turnover |
The Math
Contact 60% → Appoint 40% → Show 50% → Close 25%
= 1,125 extra deals @ $1,500 avg. gross → $1.68M+ untapped profit.
Quick BDC Playbook
1) Identify & Tag: Pull the 6 segments; add dispositions (Connected, Appt Set, Callback, Unreachable).
2) 7‑Day Sprint: 3 calls + 3 texts + 2 emails across 7 days.
3) Track the Funnel: Contact, Appointment, Show, Close, Gross.
Schedule a 20‑Minute BDC Opportunity Review
