MasterClass - How to Properly Qualify & Utilize a Needs Assessment Worksheet

DealerSynergy 38 views 26 slides May 26, 2022
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About This Presentation

Dealers, Managers, and Car Sales Professionals:

How frustrating is it to know that you’re burning through ups?
I mean, you have the people at your dealership, or at least in your CRM.
However, for some reason, too many of these deals aren’t closing.

NADA says that the number one reason peop...


Slide Content

How to Properly Qualify & Utilize a Needs Assessment Worksheet

During this webinar… Please keep your microphone on mute to minimize feedback and distractions. If you have a question, please utilize the chat function located on the right. ALL questions will be answered at the END of the webinar. We will provide the Dealer Synergy Customer Worksheet for FREE !

The #1 Reason “Why” Cars are NOT sold in the United States… “They are landed on the WRONG Car” Meaning that they were NOT “Qualified the right way”

The Top 6 Reasons “Why” people are NOT qualifying their Customer’s properly:

They have NEVER been trained how to 1

They were never trained PROPERLY 2

They do not have a Customer worksheet 3

Their customer worksheet SUCKS 4

Their managers don't hold them ACCOUNTABLE 5

Their managers don't TO or hold their people accountable to TOing 6

Qualifying properly is the FIRST strategic part of the “ Road to the Sale ”. Everything before is just proper etiquette.

Think of it like a “ Prospect Puzzle Piece ”

The Socratic Method: “T he method of inquiry and instruction employed by Socrates especially as represented in the dialogues of Plato and consisting of a series of questionings the object of which is to elicit a clear and consistent expression of something supposed to be implicitly known by all rational beings.” - Merriam Webster Dictionary

What happens if you CAN’T sell the prospect a car? You’ve qualified the prospect. Now what? The worksheet is complete at this point… So TO ! The worksheet will provide ALL necessary information for an easy transition to the manager.

Customer Needs Assessment

Step 1 : Contact Information

Step 2 : Vehicle of Interest Information

Step 3 : Current Vehicle Information

Step 4 : Down Payment Information

Step 5 : Monthly Investment Information

That’s not all… For joining today’s webinar you are eligible for a DISCOUNT towards Bradley On Demand!

Over 23,000 Members! www.facebook.com/groups/MillionaireCarSalesman

Questions? *Please submit questions via the chat function ?

Thank you!