Daily Gameplan
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How it All Works Together
Tying the planners into your BDC / CRM platform


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• Learn how to use the planners. See explanations on pages 3, 4, and 5.

• Introduce in the weekly sales meeting. Set clear expectations on how you want the system to be used.

• Have each salesperson set their monthly goals using the Monthly Activities Forecast tool on Tab #1.


Best Practice: Your CRM is only as good as the information that goes into it. Check that your salespeople are inputting information from all customers they talk to - not just the ones who make the write-up stage.
• Capture 100% of prospects, customers, and appointments in the planner.

• Take the planners everywhere - on the lot, at the desk, in sales meetings, etc. 

• Transfer customer information into your CRM during down time.


Best Practice: Your CRM is only as good as the information that goes into it. Check that your salespeople are inputting information from all customers they talk to - not just the ones who make the write-up stage.
• Hold one-on-ones with each salesperson at least one time per week. Go over hot prospects, statistics, and appointments.

• Review the Production Graphs on Tab #2 to see how your salespeople are tracking for the month. 

• Make action plans to get UPs back into the store.

Best Practice: During down time, ask to see your salespersons’ planners. Hold them accountable to being productive and proactive - even during low-traffic periods.
• At the end of the month, have salespeople fill out the Monthly Statistics Recap on Tab #1.

• Collect each planner and review the information in it - how well did your salespeople use them?

• Pass out the new planners and work to make next month even better!

Best Practice: Grade each planner like a teacher would grade a test, and reward the best, most complete ones with spiffs.

Getting Started with Daily Gameplan.pdf
File Size: 553 kb
File Type: pdf
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PO BOX 271125, Louisville CO 80027
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​info@dailygameplan.com

Copyright 1998-2022 Daily Gameplan, Inc.
  • HOME
  • Products
    • Auto (and related) Business Planner
    • B2C Business Planner
    • Sales Manager's Business Planner
    • Leatherette Binder
  • RESOURCE LIBRARY
    • Start-up Tips - Owners GMs
    • Start-up Tips - Managers
    • Start-up Tips - Salespeople
    • Features and Benefits
    • Detailed Product Descriptions
    • Sales Tips from the Pros
    • Ten Habits of High Producing Sales Teams
    • Countering Common Objections
    • Loan Payoff Phone Directory
    • Case Study
  • Testimonials
  • FAQs
  • GET STARTED
  • About Us
  • Blog
  • Quote Rotator Test
  • Order
    • Free Team Trial >
      • FTT Confirmation
  • Binder for Testimonial Offer