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

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* 1. Today's Date

Date

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* 2. Salesperson

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* 3. Reviewer (You)

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* 4. Name of Customer Reviewed

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* 5. Lead Date

Date
Time

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* 6. Lead Source

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* 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

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* 8. Response time is within 10 minutes after the lead is assigned during working hours.

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* 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.

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

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

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* 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".

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

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* 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.

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

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* 16. A manager was involved by Day 3 if an appointment was not set.

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* 17. Overall Comments and Recommendations for Improvement

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* 18. Would you like a copy of this completed survey? Please send an email to David Kain - dkain@ncmassociates.com.

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