Page 41 - Final Variable Operations
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Do It TODAY Sales Managers Daily Check List       Date:


               PRIMARY RESPONSIBILITIES: “Culture of Accountability”
                   ✓  SELLING New and Preowned Vehicles

                   ✓  CONTROL INVENTORY
                   ✓  MAINTAIN A CLEAN WORK ENVIRONMENT

               SELLING New and Preowned Vehicles:

                   ❑  Attend Morning (Warm Up) and Afternoon (4:04) Sales Consultants Meetings – Be Prepared!
                   ❑  Circle up with your respective teams at beginning of shift for a quick 10 minute meeting.
                   ❑  Conduct a quick inventory walk to review new arrivals for both new and used.
                   ❑  Conduct One-on-One’s with sales staff (no sales 3 days/Tracking < 8 units for the month – 5C’s Coaching).
                   ❑  Make sure CRM is updated at the end of each business day.
                   ❑  Product Training (Must be on-going daily training) – All Sales Consultants must be certified!
                   ❑  Make Manager follow-up telephone calls (ALL APPOINTMENTS MUST BE CONFIRMED and noted in
                       CRM.
                   ❑  Review “missed trades” from the previous day. (Trade-in standard: 70% Toyota’s/50% other units)
                   ❑  Daily CXi & Survey Review with each salesperson. (Standard: 4 Stars or above)
                   ❑  One-on-One Role playing (vehicle walk around, qualifying, etc.)
                   ❑  End of day make sure delivery log is thoroughly completed and a copy in the file.
                   ❑  Review and sign off on Sale Consultants’ Daily Productivity Sheets (RPA’s)
                   ❑  Make sure appointments are confirmed for the day and updated in CRM.
                   ❑  Make sure ALL active (unsold) prospects from the previous day are followed up on. (Watch Dogs)
                   ❑  Review (Next Day) appointments. Standard: 1 per weekday, 2 on Saturday for each Sales Consultant.
                   ❑  Sales Manager signs off on all New and Used Vehicle Deliveries to include Service walk!



               CONTROL INVENTORY:

                   ❑  Review Inventory Display (Lot, Showroom, Bullpen etc.)
                   ❑  Review Inventory needs (control Days Supply) Have a plan for aged inventory…….
                   ❑  USED CARS: Daily reconditioning review with Service, Used Vehicle Director or GSM
                   ❑  At the end of the business day, lot is reset for next business day –No exceptions.
                   ❑  Walk your trades at the beginning of each business day…..without exception.


               MAINTAIN A CLEAN and WELL MERCHANDISED                          WORK ENVIRONMENT:

                   ❑  Showroom display
                   ❑  Merchandising
                   ❑  Sales Staff Offices/BDC – remove confidential information.
                   ❑  All Customer Areas
                   ❑  Desking Office (Make sure all information posted is current and discard old information)

               Notes:







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