The Success Planner implements a system that will have your sales force generating their own qualified leads and closing more sales without depending solely on floor traffic. The Sales Consultant Edition includes sections that will help manage your list of prospects, plan your day, set your goals, and monitor progress towards those goals. The Manager Edition includes an entire year's worth of training topics, an inventory control system, monthly forecasting, and daily indicators to help you make your plans become reality. The two editions work in conjunction to coordinate a team effort.

Included In Sales Consultant Edition

Relationship Cards  [ view ]
Carried by sales consultants take notes while building relationships with first time customers.

Prospect Profile  [ view ]
Filed alphabetically to record information on prospective buyers. Provides area to record contacts made and results of contact.

Owner Profile  [ view ]
Designed to be filed alphabetically to record information on delivered customers. Provides efficient system for continual owner based follow up.

Daily Activity Report  [ view ]
Creates system where sales consultants generate their own traffic by organizing fifteen opportunities to do business per day.

Goal Setting
Remove sales consultants from a thirty-day mindset. Instead of sales consultants focusing on end of month goal for volume the Success Planner reduces the goal to a manageable number of daily contacts.

Performance Tracking
Works with goal setting to track progress throughout the course of the month. Performance tracking keeps sales consultants on target and increases likelihood of success.

Coordination
Planners designed to work together to maximize productivity and accountability within dealership.

 Included In Manager Edition

Daily Training Topic  [ view ]
Provides a daily training regimen for entire year. Training topics layout time line for concise fifteen-minute per day training sessions. Also includes additional training handouts to assist in training efforts.

Performance Indicators  [ view ]
Facilitates managers staying on target in production. The planner will track information such as volume, gross, ups per day, closing ratios, delivery ratios, and write-up ratios

Inventory Control  [ view ]
System for managers to review inventory throughout the month. This system keeps inventory fresh and reduces old age inventory.

Forecasting  [ view ]
Managers create a monthly forecast based on volume and gross. This forecast is then reduced to daily amounts so the forecast is manageable and easily attained.

Meeting Minders  [ view ]
Pages designed to record conversations. The pages may then be filed alphabetically according to topic, eliminating confusion. Best utilized in conjunction with Save-A-Deal meetings.

Coordination
Planners designed to work together to maximize productivity and accountability within dealership.
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