From Login to Launchpad: Your Mastermind Morning Sales Routine

Starting your day with Mastermind isn’t just about logging in—it’s about using tools and insights that turn data into deals. Sales reps who follow a focused morning routine are more confident, efficient, and successful. Begin each morning with the insights that drive your day—and your month.

Key Takeaways

• Start your day by checking the notification bell for service arrivals and campaign views, and follow up on website activity for hot leads.
• Use the Service Portfolio and filters to prioritize high-value prospects, and analyze all BPS scores (even 50-80) to find hidden opportunities.
• Align your outreach with marketing campaigns, use CoPilot for scripts, and adopt a problem-solving mindset to build trust and close deals.

✅ 10-Step Morning Checklist for Sales Reps

1. Block time for Mastermind to focus on sales.

Set aside 30–45 minutes each morning to focus only on Mastermind. This uninterrupted time helps you stay consistent and productive.

2. Start with the notification bell to identify your best sales leads.

Begin by checking the notification bell—it’s your shortcut to the most engaged customers. Look for service arrivals, campaign views, and newly assigned prospects.

3. Follow up on campaign views right away to capture audience intent.

Customers who opened a campaign are already interested—don’t let that momentum fade. Reach out while their interest is fresh.

4. Check website activity for fresh leads and high-intent prospects.

Mastermind shows who’s been browsing your dealership’s website and what vehicles they’re considering. These are hot leads—contact them before they go elsewhere.

5. Leverage the service drive to identify and engage service-to-sales customers.

The service lane is full of opportunities. Use Mastermind’s Service Portfolio to find high-BPS visitors and start conversations. Know who’s coming in, their RO details, timing, and deal insights.

6. Use filters to find high-opportunity customers.

Mastermind’s filters help you find customers with lease mileage overages, finance maturity, or new incentives. This saves time and helps you focus on the best leads.

7. Explore all BPS scores – not just the top ones – when identifying sales prospects.

Don’t ignore customers with scores below 90. Prospects in the “Mastermind Zone” (typically between 50 and 80) often yield higher gross and can be pulled into the market early.

8. Mirror marketing campaigns in your outreach for consistent messaging.

Match your messaging with current promotions and incentives. This keeps things consistent and reinforces the dealership’s brand.

9. Use CoPilot to guide your sales and marketing outreach.

CoPilot gives you ready-to-send scripts for calls, texts, and emails—saving time and boosting confidence. It’s especially helpful for newer reps or those working with orphaned customers.

10. Look for ways to help and build trust with customers.

Shift your mindset from selling to solving. Whether it’s lowering a payment, reducing interest rates, or avoiding lease penalties, leading with empathy builds trust and closes more deals.

Start Your Day with Mastermind
Dealership sales reps who start their day with intention, insight, and empathy consistently outperform those who wing it. Mastermind gives you the tools—notifications, filters, CoPilot, and more—but it’s up to you to use them.

Start your day with our intel. End your day with more cars sold.