INDIVIDUAL MONTHLY ACTIVITY PLAN

Sales Consultant Name Manager Dealership Date

SALES PROJECTIONS LEAD SOURCES # of Leads

Your Sales Last Month 1. Carry-over Leads

Your Goal this Month 2. Walk-ins

Carry-Over Sales 3.Display

1.NEW SALES NEEDED 4.Repeat and Referral

 Goal-Carry-Over
2.CLOSED DEALS NEEDED Sub-Total
 New Sales x2
3.APPOINTMENTS NEEDED 5.Self-Generated Source 1:
 Closed Deals x3
4.EXPECTED WALK-INS 6. Self-Generated Source 2:

5.NET APPOINTMENTS NEEDED Total Leads

 Appointments- Should Match Leads
Walk-Ins Needed***
6.LEAD TO APPOINTMENT RATIO #1 Skill to Work on this
month?
7.LEADS NEEDED Sales Consultant Initials
 Net Appointments x
Ratio
8.LEADS PER WEEK Sales Manager Initials
 Leads Needed ÷ 3
WEEKS
GETSAM COACHING FORM
Goals Evaluation Timeline

Strategy Activity Monitoring

SC Signature Date Manager Signature Date

MONITORING WEEK 1 WEEK 2 WEEK 3 WEEK 4