SVG Motors

Sales Pro 1-on-1 Meeting

Manager Name

Store Location

Sales Pro Name

Date

1

Traffic & Conversion Funnel

Target: 80% → 80% → 80% → 80% at each stage

Initial Visits (Ups)

Be-Back Visits

Walkarounds

Test Drives

Proposals

Manager TOs

Sold

Visits

—

→ Walkarounds

—

→ Test Drives

—

→ Proposals

—

→ Manager TOs

—

→ Sold

Conversion Notes

2

Dialpad / Phone Activity

Dialpad Minutes

Outbound Calls

Phone Activity Notes

3

F&I Product Pacing

Units Sold

Ziebart

VSC

GAP

Ancillary

F&I PVR

4

Top 5 Hot Prospects

#1

#2

#3

#4

#5

5

Manager Coaching Notes

Key Coaching Point Today

Action Item for Rep

Rep's Overall Attitude

Follow-Up Needed