Sales Lead Workplan

Sales Consultant: Kaushal Kumar Singh Date: 29 August 2019

Dealership: Kosi Ford, Purnia New Vehicle Department

Appointments Today:

Prospects with whom you will be face-to-face at a pre-arranged specific time

Name Phone Time Model Interested In/ Comments Prospect ID

Successful follow up

Appointments Tomorrow:
Hot/ Good prospects from previous meetings. Confirm tomorrow's appointment.
Name Phone Time Model Interested In/ Comments Prospect ID
Successful follow up

Walk-Outs:

Showroom visitors from yesterday who did not buy and do not have either an Appointment date
or Walk-out Follow-up date. Over 50% of walk-outs buy within 72 hours. Try to re-open the
discussion.

Name Phone Time Model Interested In/ Comments Prospect ID

Successful follow up

Walk-out Follow-up date:

Prospects who have not committed to a specific Appointment date, but Dealership has
scheduled a Walk-out follow up date to reopen discussion. Complete the Walkout follow up
QC-S template#8 and solicit future Intention to purchase or lost sale details from them.

Name Phone Model Interested In/ Comments Prospect ID

Successful follow up

Deliveries:

People you sold to who take delivery of their vehicle today. Ask for referrals.

Name Phone Time Model Interested In/ Comments Prospect ID

Successful follow up

Dealer Events:

Name Fleet Name Phone Time Email Fleet Id

Customer Follow Up:

Page 1 / 2 QC-S Report 1

Version 2.2
Printed on: 29 Aug 2019 2:14:11 PM
 Sales Lead Workplan
Name Fleet Name Phone Follow Up Reason Email Prospect ID /
Fleet ID

Page 2 / 2 QC-S Report 1

Version 2.2
Printed on: 29 Aug 2019 2:14:11 PM