OneAI <> Brightcar: End of Year Check In

Date: 2025-12-17 | Duration: 26 min | Account: brightcar

External attendees: rich@brightcarfinance.co.uk

Summary

Call volume was significantly reduced during this period, but conversion and transfer rates held at 30–40%. Evening call slots are being tested to explore whether contact rates improve at different times of day. The transfer message was flagged as too long, with an agreement to shorten it for a better customer experience. A detailed analysis of conversion and transfer drop-offs was planned as a 2026 initiative.

Action Items

• Daniella to shorten the transfer message script.
• Conduct a conversion/transfer drop-off analysis in 2026 to identify where leads are being lost in the funnel.