Appraisal Sheet

Sales Team Appraisal Sheet

Appraisal Sheet

MM slash DD slash YYYY
Appointment Time
:
Customer knows this date:
Customer Full Address

Propriety

Intention Statement

Have you asked the Client if they have the time and outlines the conversation?

Credibility

What did you tell the Client about OSV?

Need - Problem Identification

Discovery - What are they after and why?

Style

Performance or Economy?
Body Style

Specification

Contract

Funding
Finance Options
Option to Own?
Maintenance
Tyres

Existing Car

Is purchase dependent on sale?

Qualification

Is it the same decision maker for all company vehicles?
Is the purchase dependent on a test drive?

If a private customer, if required, could they provide:

3 months bank statements
Wage slips
Proof of address
Driving Licence
Employment History
Are they a home owner?
Are they on Voters Role?

If a Business Customer

If required, could they provide latest certified accounts?

Need Acknowledgement

Have you clarified what the customer needs?
Have you missed anything?

Pact Acknowledgement

Has the customer got an open mind with what you are about to offer?
Have you built a sufficient rapport/trust?

Help - Product Identification

Company Experience

Product Features and Product Demonstration

Urgency - 3 Option Close

What 3 options are you giving the customer?

If I can would you...

(Remember every purchase has 2 buyers)
Can the customer proceed today?

Summary Close

Have you reconfirmed the overall package?

Price Close