Dealer Visit Checklist

• Client / Site

• Conducted on

  Date

• Prepared by

  Tom Dickin

  Elliot Roper

  Wayne Connor

  Kevin Gannon
• Location
  Address

• Personnel

Marketing

• Current retail campaign on dealer website?

• Current month marketing plan in place?

• Current retail campaign on dealer Facebook page?

• Facebook activity last 7 days?

• Add photos of POS on display in showroom

  Media

LMS conversion and alerts

• LMS Alerts last month this dealer

  Acceptable

  Breach

• LMS conversion last month this dealer (target 16%)

  below 7%

  7%-10%

  11-15%

  above 16%

• Proportion of total sales at originating dealer

  0-25%

  26-50%

  51-75%

  76-100%

Sales performance vs Target

• Sales performance vs. target last 3 months

  below 85%

  85% - 89%

  90% - 99%

  100% - 109%

  110% or over

• CR-V Last month % performance to target

  below 85%

  85% - 89%

  90% - 99%

  100% - 109%

  110% or over

• HR-V Last month % performance to target

  below 85%

  85% - 89%

  90% - 99%

  100% - 109%

  110% or over

• Jazz Last month % performance to target

  below 85%

  85% - 89%

  90% - 99%

  100% - 109%

  110% or over

• Civic Last month % performance to target

  below 85%

  85% - 89%

  90% - 99%

  100% - 109%

  110% or over

• What is the current month sales forecast?

Core stock carry 1.5 months

• CRV

• HRV

• Jazz

• CIvic

Core demo carry

• CRV

• HRV

• Jazz

• Civic

Aged stock

• Aged new car stock over 90 days

  0

  1

  2

  3

  4 +

• Aged demo stock over 120 days

  0

  1

  2

  3

  4 +

Mystery Shop

• Most recent walk in score

  Select Below 50% 50%-59% 60%-69% 70%-79% 80%-89% 90%-100%

  • Below 50%
  • 50%-59%
  • 60%-69%
  • 70%-79%
  • 80%-89%
  • 90%-100%

• Most recent telephone score

  Select Below 50% 50%-59% 60%-69% 70%-79% 80%-89% 90%-100%

  • Below 50%
  • 50%-59%
  • 60%-69%
  • 70%-79%
  • 80%-89%
  • 90%-100%

• Most recent email score

  Select Below 50% 50%-59% 60%-69% 70%-79% 80%-89% 90%-100%

  • Below 50%
  • 50%-59%
  • 60%-69%
  • 70%-79%
  • 80%-89%
  • 90%-100%

PES above benchmark?

• What is the quarterly benchmark for this dealer?

  Group 1 Metro - 939.7

  Group 2 Provincial - 953.2

  Group 3 Rural - 939.3

• What is the current 3 month rolling PES score vs group benchmark?

  below 100%

  100%-104%

  105%-109%

  110% or over

• What is the current 3 month rolling overall purchase satisfaction vs group %

  below 85%

  85% - 89%

  90% - 99%

  100% - 109%

  110% or over

Sign off

• Honda NSW Sign - Off

  Sign

• Dealer Sign - Off

  Sign