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iRide Sales Managers Daily Tasks

1. Confirm any appointment the second it is handed to you by an agent. We continually pound
appointments as priority, but treat it as being in the way. Confirming the appointment is the
most important part of our daily jobs. It creates the culture. Be positive and congratulatory
when an appointment is brought to you. Praise them for doing a good job!
2. A manager needs to be sitting at the front desk at all times. Eyes on the Lot all times. This is
how you watch the floor, watch the lot, and be present within the day. Make sure to greet
customers as soon as they walk in. Make sure Concept Statement is being stated.
3. Early Manager Fly-By, make sure to introduce yourself early to all customers inside the
showroom floor.
4. If a salesperson needs to come looks for a manager for help, the manager has failed. Managers
should know every customer situation on the lot at all times.
5. Perform Release Statement on all customers not buying today. 100% TO, no excuses. Every
manager should have our Dealership Checklist memorized.
6. Submit deals for approval if Finance is backed up.
7. Appraise trade ins and verify our number in relation to KBB. Hold back when possible.
8. TO Manager needs to Update notes in Eleads from all Customer showroom visits.
9. Contact the previous days desk log of unsold customers who were in the showroom. It does not
matter what the result was when they were here, but simply introduce yourself and thank them
for coming in. Ask if there is any you could do as a manager to make the purchase happen, are
there any other vehicles they are considering, and how was their overall experience. Make sure
to put in notes.
10. Stay out of the office. MBWA – Manage by Walk Around
11. Keep Inventory properly showcased on Lot. Fill holes, angle cars to make lot look full, keep
eyeball cars at entrances, make sure cones are up to prevent cars from getting in areas we do
not want them.
12. Keep Showroom clean of clutter. Make sure no privacy violations are on top of desks.
13. Help BDC Manager manage coverage. We need agents there to answer phones, but also need
coverage out front.
14. Everyday do a one on one with a salesperson, make sure every agent gets a one-on-one weekly.
Put the one on one’s sheets in GM’s basket weekly. During the one on ones, train on areas of
help. Proper Write Ups, Proper Notes, Proper Task Follow up, Connected Calls, Script Training,
Concept Statement review, Proper Walkarounds, Proper TO to management, Appointment
Setting/Confirming Process, proper needs analysis, etc.
15. Manage the desk log. Make sure when an appointing arrives, they are clicked in the showroom.
When the customer goes to finance, verify source of lead is correct, agent on deal is correct, and
mark CRM sold to keep reports as accurate as possible.
16. Monitor agents’ daily tasks. Help BDC Manager enforce connected calls and completed tasks
policy.
17. Call all of tomorrow unconfirmed appointments before you leave for the day. BDC Manager will
call day of.
18. Monitor Leads and Phone calls to make sure there is proper distribution. Oversee the process.
If any agent is behind on calls, they need to have leads turned off until they catch up.
19. Manage VIP Appointment process. Make sure all appointments have Cars pulled in VIP parking,
that are clean, have keys, and enough gas to test drive. Greet customers as they arrive.
20. Get in the habit of watching customers with agents the entire time they are here and on the lot.
Determine if steps are being followed, and train accordingly during one on ones.
21. Hold Daily Sales Meeting, and pick a topic to train on, listen to a live call, get everyone on same
page of what is expected.
22. Keep cars on lot accurately priced with stickers.
23. Appointments – Appointments – Appointments…. Live, Die, Breathe this culture.

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