One Self-Review a week will keep your Performance On Track!

Question Title

1. Today's Date (Required.)

Date

Question Title

2. Salesperson (Required.)

Question Title

3. Reviewer (You) (Required.)

Question Title

4. Name of Customer Reviewed (Required.)

Question Title

5. Lead Date (Required.)

Date
Time

Question Title

6. Lead Source (Required.)

Question Title

7. A note in the CRM showed that the 2 Minute Drill was completed and added appropriate comments. Example: 2MD - client history, lead type, vehicle requested, etc (Required.)

Question Title

8. Response time is within 6-minutes after the lead is assigned during working hours. This includes a call within 1-2 minutes, first. Secondly, a text message. Then finally, an eMail. (Required.)

Question Title

9. Called first and left a voicemail message then sent a text opt-in if a phone number was provided. Sent a text and email right after if no answer. (Required.)

Question Title

10. The Email Subject was personalized for the customer and request and the message reflected the key points the customer asked about. (Required.)

Question Title

11. Voicemails, text messages, and emails were personal and reflected what the customer was shopping for and the lead source expectations. (Required.)

Question Title

12. If able to contact by phone, appropriate notes were made in the CRM. If not, appropriate notes were made about voicemails left. For example, write something like, "left message about price info" instead of writing, "left voicemail" or "LVM". (Required.)

Question Title

13. Followed the dealership follow-up process in the CRM and did not skip tasks or log fake calls. (Required.)

Question Title

14. If unable to engage the customer, tried to call and send messages at different times of day along with engaging content during the follow-up process. Engaging content includes price changes, we want to buy your car, alternative vehicles, sales events, etc. (Required.)

Question Title

15. At least 1 personalized vehicle demo video was sent via text or email or both  (Required.)

Question Title

16. A manager was involved by Day 3 if an appointment was not set. (Required.)

Question Title

17. Overall Comments and Recommendations for Improvement (Required.)

Question Title

18. Would you like a copy of this completed survey? Please send an email to Shaun Kniffin - niff@ncmassociates.com.

T