Observation Form
PREP WORK
Secret Shop Completed
Yes
No
Secret Shop Date
-
Month
-
Day
Year
Date
Secret Shop Results
DEALERSHIP INFORMATION
Dealership Name
Dealership Phone
Format: (000) 000-0000.
Dealership Website
Number of vehicles on website
(New/Used)
Day everyone is onsite
Best day for training
Dealer Tax ID #
Dealership Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Owner Name
First Name
Last Name
Owner Cell
Format: (000) 000-0000.
Owner Personal Email
example@example.com
Manager Name
First Name
Last Name
Manager Cell
Format: (000) 000-0000.
Manager Personal Email
example@example.com
Position
Manager Name
First Name
Last Name
Manager Cell
Format: (000) 000-0000.
Manager Personal Email
example@example.com
Position
Manager Name
First Name
Last Name
Manager Cell
Format: (000) 000-0000.
Manager Personal Email
example@example.com
Position
Manager Name
First Name
Last Name
Manager Cell
Format: (000) 000-0000.
Manager Personal Email
example@example.com
Position
Notes
Add any additional leader information here
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TECHNOLOGY
DMS Provider
Menu Provider
Website Provider
CRM Provider
PRODUCTS
Product Provider(s)
Products Offered
Include who offers each product if there are multiple providers
Are preloads used?
Yes
No
Preload details
LEADS
Top 3 lead sources
What is the leads process?
FLOORPLAN / INVENTORY
Floorplan?
Yes
No
How much of line is available?
Who buys cars?
How are cars sourced?
What is the pricing strategy?
Average retail price
What is the reconditioning strategy?
Has inventory training been completed?
Yes
No
If yes, by whom?
Notes
DESKING
What is the current desking process?
Do they use a 4-square?
Yes
No
If yes, include a picture of completed 4-square
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Who presents products?
What is the YTD front-end gross?
Average (new/used)
What is the YTD PRU?
Average
What is the YTD PPD?
Average
Has compliance training been completed?
Yes
No
If yes, by whom?
Notes
SALES
Number of vehicles sold per month
Average (new/used)
Are pay plans in writing?
Yes
No
If yes, include a picture of pay plan(s)
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Top 3 lenders
Are there sales meetings?
Yes
No
If yes, who runs the meetings?
Who attends sales meetings?
Day/time of sales meetings
How are sales goals assigned?
Has sales training been completed?
Yes
No
If yes, by whom?
Notes
GOALS
What are the dealer’s goals? Why?
ADDITIONAL NOTES
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How did the observations go?
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Let’s talk.
We will make it right.
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SIGNATURES
By signing below you agree that the dealer observation was completed and the responses were recorded accurately and completely. Dealer Advantage Group will send a business plan and training schedule after receiving the above information.
Dealer Representative
DAG Director of Sales
DAG VP of Sales
DAG Director of Sales Email
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