PSI Dealer Visit - duplicate - local copy

• Dealership Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Presentation

• Stock cleanliness and layout inline with PSI brand expectation

  Yes

  No

  N/A

• Color and models correctly displayed

  Yes

  No

  N/A

• Pricing swing tags current / finance dollars per week correct

  Yes

  No

  N/A

• External Signage as per brand CI guidebook

  Yes

  No

  N/A

• Internal Signage as per brand CI guidebook

  Yes

  No

  N/A

• Agreed actions/Other

  Yes

  No

  N/A

Stock Holding

• Minimum stocking levels agreed by brand

  Yes

  No

  N/A

• Models represented to DM requirements

  Yes

  No

  N/A

• Special purchased stock allocated / on display / promoted

  Yes

  No

  N/A

• Aged stock plan in place

  Yes

  No

  N/A

• Any payments outstanding for floor stock

  Yes

  No

  N/A

• Agreed actions/Other

  Yes

  No

  N/A

Demonstrator Bikes

• Agreed stocking and mix of demo models available

  Yes

  No

  N/A

• Current demo models

• Agreed actions/Other

  Yes

  No

  N/A

Sales Performance

• Sales for the month

• Sales Target for the month

• Forecast Sales for the month

• Sales for the QTR

• Sales Target for the QTR

• Year to date sales

• Current new bike retained gross estimate

• Agreed actions/Other

PMA Data

• Market Share on previous visit

• Current Market Share

• Market Share for same period last year

• Is Market Share at OR above national average

  Yes

  No

  N/A

• Total number of units pumped IN

• Total number of units pumped OUT

• Who/What has been a major mover within PMA

• Agreed Actions/Other

TOL/HDP/PDP/ACDC

• LMS up to date

  Yes

  No

  N/A

• Sales registrations completed on time

  Yes

  No

  N/A

• All relevant staff WLS up to date

  Yes

  No

  N/A

• Agreed Actions/Other

  Yes

  No

  N/A

CSI

• Sales CSI reviewed/Feedback

• After Sales CSI reviewed/Feedback

• Agreed Actions/Other

  Yes

  No

  N/A

Marketing

• Marketing Plan in place and reviewed

  Yes

  No

  N/A

• Recent marketing activites

• Future planned marketing activities (demo day, VIP night, local TV advert, etc)

• Latest brand retail promotion/s on website

  Yes

  No

  N/A

• Presentation of bikes on the Internet

  Yes

  No

  N/A

• Agreed Actions/Other

PAC

• Current PAC per unit ($)

• Current PARTS per unit ($)

• Current ACCESSORIES per unit ($)

• Current CLOTHING per unit ($)

• Retail PAC on display, clean and presentable

  Yes

  No

  N/A

• Any PAC items required to be ordered for retail display

• Is account on hold or Overdue

  Yes

  No

  N/A

• Payments on time

  Yes

  No

  N/A

• Agreed Actions/Other

After Sales

• Service department clean and presentable

  Yes

  No

  N/A

• Service department workstations clean and presentable

  Yes

  No

  N/A

• Service staff & technicians in presentable uniform

  Yes

  No

  N/A

• Any warranty claims not yet submitted by dealer

  Yes

  No

  N/A

• Any warranty claim payments outstanding to dealer

  Yes

  No

  N/A

• Have all outstanding service bulletins been completed on stock units

  Yes

  No

  N/A

• All technicians up to date with training

  Yes

  No

  N/A

• Agreed Actions/Other

General Discussion

• Stock and Sales on time

  Yes

  No

  N/A

• Whats Happening?

• Dealer Feedback

• Dealer Signature

  Sign

• Images

  Media