Professional Documents
Culture Documents
Organizational
Planbook
A Complete System
for Organizing
Your Day
Today's Goals
Each morning, write down the number of Ups, Sales, Deliveries, Follow-Up Calls, Prospect Calls, and Mailouts
you intend on making that day.
Today's Totals
At the end of each day, record the actual results of your efforts.
Things To Do List
List all of the tasks you need to accomplish for that day. Remember to transfer all unfinished business from
previous days. Once each task is completed, note its completion by striking through with a yellow highlight
marker. This allows you to view the tasks you've completed.
Phone-Ups
Record all of the Phone-Ups and nature of call you receive that day. Review this list often and follow-up for the
purpose of setting appointments and making sales.
Follow-Ups
List all of the Follow-Up Calls you need to make that day, and purpose for calling. Then make a notation if your
call was successful, and when you need to follow-up again.
Appointment
Record all appointments you've scheduled along with a phone number in order to confirm the appointment.
Ups
Record the names and purpose of visit of all new prospects that visited the dealership.
Want List
List all vehicles requested by customers that are not part of your current inventory and review this list often. In
addition to doing a locator search, make a practice of taking this list with you when you take your daily inventory
walk.
Prospect Calls
A steady number of prospect calls should be made daily in order to increase your client base. Although prospect-
ing is never easy, the more calls you make, the easier it becomes. Develop a script to help make your calling easier
and more accepting to the prospect.
Mailouts
Mailouts are a great source for introducing yourself and keeping your name alive with future prospects and current
customers. Make sure you record each Mailout including routine paperwork.
Customer Log
In addition to recording the sale, make certain you've recorded all other pertinent information about the customer
before he/she takes delivery. This will allow you to develop future business, and give you more infomation for
following-up.
• If you want to increase your sales, it may be as easy as increasing your numbers.
• Watch for discrepancies in each month regarding your sales and profits. If you notice your sales dropping, look
to see where your statistics may be fluctuating and adjust them accordingly.
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
8:30am______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
8:30am______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
8:30am______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
8:30am______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
8:30am______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
8:30am______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
8:30am______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
8:30am______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Appointments Ups
8:00am______________________________________ Name ________________________________________
8:30am______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
Things To Do List
Phone-Ups
Name ________________________________________ Name ________________________________________
Address ______________________________________ Address ______________________________________
City ___________________ State ____ Zip _________ City ___________________ State ____ Zip _________
Phone: Hm _____________________ Phone: Hm _____________________
Bus ________________ Fax ________________ Bus ________________ Fax ________________
Type of Vehicle ________________________________ Type of Vehicle ________________________________
Trade-In ______________________________________ Trade-In ______________________________________
Appointment Date __________________ Appointment Date __________________
Follow-Ups
Name Phone Reason
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
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Appointments Ups
8:00am______________________________________ Name ________________________________________
Address ______________________________________
8:30am______________________________________
City ___________________ State ____ Zip _________
9:00am______________________________________ Phone: Hm _____________________
9:30am______________________________________ Bus ________________ Fax _______________
Type of Vehicle ________________________________
10:00am______________________________________
Trade-In ______________________________________
10:30am______________________________________
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UPS
T O TA L
SALES
DELIVERIES
COMMISSIONS
REFERRAL
SALES
R E P E AT
CUSTOMER
STATISTICS
SALES
PHONE-UPS
PHONE-UP
SALES
PROSPECT
WEEKLY
CALLS
PROSPECT
CALL SALES
MAILOUTS
MAILOUT
SALES
FOLLOW-UP
CALLS
WEEK OF ________________________
DAT E
NEW
CARS
NEW
TRUCKS
USED
VEHICLES
LEASED
VEHICLES
STATISTICS
SERVICE
CONTRACTS
LIFE
ACCIDENT
H E A LT H
RUST
PA I N T
WEEKLY
FABRIC
AFTERMARKET
SALES
FINANCE
CONTRACTS
APPROVED
FINANCE
CONTRACTS
DECLINED
CASH
DEALS
WEEK OF ________________________
DAT E
UPS
T O TA L
SALES
DELIVERIES
COMMISSIONS
REFERRAL
SALES
R E P E AT
CUSTOMER
STATISTICS
SALES
PHONE-UPS
PHONE-UP
SALES
PROSPECT
WEEKLY
CALLS
PROSPECT
CALL SALES
MAILOUTS
MAILOUT
SALES
FOLLOW-UP
CALLS
WEEK OF ________________________
DAT E
NEW
CARS
NEW
TRUCKS
USED
VEHICLES
LEASED
VEHICLES
STATISTICS
SERVICE
CONTRACTS
LIFE
ACCIDENT
H E A LT H
RUST
PA I N T
WEEKLY
FABRIC
AFTERMARKET
SALES
FINANCE
CONTRACTS
APPROVED
FINANCE
CONTRACTS
DECLINED
CASH
DEALS
WEEK OF ________________________
DAT E
UPS
T O TA L
SALES
DELIVERIES
COMMISSIONS
REFERRAL
SALES
R E P E AT
CUSTOMER
STATISTICS
SALES
PHONE-UPS
PHONE-UP
SALES
PROSPECT
WEEKLY
CALLS
PROSPECT
CALL SALES
MAILOUTS
MAILOUT
SALES
FOLLOW-UP
CALLS
WEEK OF ________________________
DAT E
NEW
CARS
NEW
TRUCKS
USED
VEHICLES
LEASED
VEHICLES
STATISTICS
SERVICE
CONTRACTS
LIFE
ACCIDENT
H E A LT H
RUST
PA I N T
WEEKLY
FABRIC
AFTERMARKET
SALES
FINANCE
CONTRACTS
APPROVED
FINANCE
CONTRACTS
DECLINED
CASH
DEALS
WEEK OF ________________________
DAT E
UPS
T O TA L
SALES
DELIVERIES
COMMISSIONS
REFERRAL
SALES
R E P E AT
CUSTOMER
STATISTICS
SALES
PHONE-UPS
PHONE-UP
SALES
PROSPECT
WEEKLY
CALLS
PROSPECT
CALL SALES
MAILOUTS
MAILOUT
SALES
FOLLOW-UP
CALLS
WEEK OF ________________________
DAT E
NEW
CARS
NEW
TRUCKS
USED
VEHICLES
LEASED
VEHICLES
STATISTICS
SERVICE
CONTRACTS
LIFE
ACCIDENT
H E A LT H
RUST
PA I N T
WEEKLY
FABRIC
AFTERMARKET
SALES
FINANCE
CONTRACTS
APPROVED
FINANCE
CONTRACTS
DECLINED
CASH
DEALS
WEEK OF ________________________
DAT E
UPS
T O TA L
SALES
DELIVERIES
COMMISSIONS
SUMMARY
REFERRAL
SALES
R E P E AT
CUSTOMER
SALES
PHONE-UPS
PHONE-UP
SALES
STATISTICAL
PROSPECT
CALLS
PROSPECT
CALL SALES
WEEKLY
MAILOUTS
MAILOUT
SALES
FOLLOW-UP
CALLS
DAT E
NEW
CARS
NEW
TRUCKS
SUMMARY
USED
VEHICLES
LEASED
VEHICLES
SERVICE
CONTRACTS
LIFE
ACCIDENT
STATISTICAL
H E A LT H
RUST
PA I N T
FABRIC
AFTERMARKET
SALES
FINANCE
WEEKLY
CONTRACTS
APPROVED
FINANCE
CONTRACTS
DECLINED
CASH
DEALS
CLOSING RATIOS:
Current Running
Month To t a l s % of Deliveries % of Sales
Deliveries ÷ Sales = _______ Sales ÷ Ups = ________
UPS
% of Total Deliveries
T O TA L
% of Total Sales
SALES Deliveries ÷ Sales = Sales ÷ Ups =
DELIVERIES
________ _________
PLOT YOUR TOTAL DELIVERIES EACH MONTH
38
COMMISSIONS 37
SUMMARY
36
35
34
REFERRAL 33
SALES 32
31
R E P E AT 30
CUSTOMER 29
28
SALES 27
26
PHONE-UPS 25
24
23
22
STATISTICAL
PHONE-UP 21
SALES 20
19
18
PROSPECT 17
CALLS 16
15
14
PROSPECT 13
CALL SALES 12
11
10
9
MONTHLY
MAILOUTS 8
7
6
MAILOUT 5
SALES 4
3
2
FOLLOW-UP 1
CALLS
J F M A M J J A S O N D
COMMISSION & GROSS AVERAGES:
Current Running
Month To t a l s Monthly Commission Average Monthly Gross Average
GROSS Commission ÷ Del = ________ Gross ÷ Del = _________
PROFIT
T O TA L
GROSS Total Commission Average Total Gross Average
PROFIT
AV E R AG E Commission ÷ Del = ________ Gross ÷ Del = _________
NEW
CARS
PLOT YOUR TOTAL COMMISSIONS EACH MONTH
$12,000
NEW $11,600
SUMMARY
TRUCKS $11,300
$11,000
$10,700
USED $10,400
VEHICLES $10,100
$ 9,800
$ 9,500
LEASED $ 9,200
VEHICLES $ 8,900
$ 8,600
$ 8,300
SERVICE $ 8,000
CONTRACTS $ 7,700
$ 7,400
LIFE $ 7,100
STATISTICAL
$ 6,800
ACCIDENT $ 6,500
H E A LT H $ 6,200
RUST $ 5,900
$ 5,600
PA I N T $ 5,300
FABRIC $ 5,000
$ 4,700
AFTERMARKET $ 4,400
SALES $ 4,100
$ 3,800
FINANCE $ 3,500
$ 3,200
CONTRACTS
MONTHLY
$ 2,900
APPROVED $ 2,600
FINANCE $ 2,300
$ 2,000
CONTRACTS $ 1,700
DECLINED $ 1,400
$ 1,100
CASH $ 800
DEALS
J F M A M J J A S O N D