Print it, fill it out, and use it with your team. Start your day with a plan, coach one skill, and follow through. The Customer Experience kit, Daily Game Plan, No 7 scorecard, and Ready for Finance? checklist open or download without a sign-up; the Lost Deal Audit is sent by email.
3 pages • Black and white • Letter • Print and fill out
Why You Stay Stuck
A worksheet for salespeople who know what to do and keep not doing it. It names the one customer moment that keeps going wrong, what the old response protects, and which kind of stuck it is — then replaces it with one small response, rehearsed out loud and tracked over three real tries.
SalespersonSales ManagerGSM
How to use it
Pages 1–2 are the salesperson's — hand them over before a 1:1 and build the conversation around one question: what makes the usual response easier in that moment, and what would help them try something different? Page 3 is the manager's coaching page; keep it, the salesperson doesn't get that one. Nothing is scored or filed. They name one moment, what the old way protects (a hard no, looking green, keeping hopes down, keeping expectations low), and which kind of stuck it is — avoided it, the words weren't there, never learned how, or tried and it went badly — because each one has a different fix. Then one small replacement response in their own words, rehearsed with a partner, and tracked over their next three real opportunities. Review the three tries together.
3 pages • Black and white • Letter • Print and fill out
Manager Self-Check
A self-check a GM or owner hands to a manager before a 1:1. The manager rates himself on ten coaching practices — Strong, Getting There, or Needs Work — and you talk through the ones he marked Needs Work. Private: for coaching, not ranking.
GMGSMSales Manager
How to use it
Print the packet and keep page 3 — that's your directions page; the manager never sees it. Hand pages 1–2 to your manager before a 1:1. Talk through the items marked Needs Work and ask what support would actually help. Revisit in 30 days. No scores go anywhere else.
4 pages • Black and white • Letter • Print and fill out
Customer Experience Worksheets
Before the Next Pencil — salesperson questions and manager check (page 1). Customer Callback Worksheet — one page per ten-minute interview (page 2). Turn the Calls Into a Change — ten-call log and one assigned change (page 3). Delivery-to-Arrival Worksheet — a backward time audit of an actual visit (page 4).
Sales ManagerGSMGMFinance ManagerFinance Director
How to use it
Keep the questions beside the desk. Use one interview sheet per customer. Trace one actual visit backward. Take one delay from the page and fix it on the floor.
Take control of your day before the day takes control of you. Use this one-page planner to spot what is behind, choose three priorities, coach one person, and follow through before you leave.
Sales ManagerGSM
How to use it
Print a fresh sheet on Letter paper at 100% / Actual Size. Plan your morning in 5–10 minutes, assign owners and deadlines, practice one skill with one salesperson, then use the midday reset and end-of-day handoff.
Score each step separately, compare real examples, and pick one thing to practice with your salesperson.
Sales ManagerGSM
How to use it
Have the salesperson score themselves first. Score the same steps, compare examples, then practice one step together. Ratings run 1–10, but 7 is off the table.
Check what is ready, flag what is missing, and give the next step a clear owner before the finance handoff.
Finance ManagerFinance DirectorSales ManagerGSM
How to use it
Mark Ready, Needs work or N/A for each item. Write the missing item, owner and check-back time. If you handle both sales and finance, use it before switching tasks.
2 pages • Black and white • Letter • Print and fill out
Is This Tool Helping Us Do the Job?
Ask staff where the tool helps and where they get stuck. Watch one task, then take a clear example to the vendor and agree on a fix.
GMGSM
How to use it
Use one sheet per tool, in sales, parts, service, or any department. Talk with the people using it, then watch one task through the handoff. Take one example to a call with the vendor and a staff user. Record the agreed fix or training, added cost, owner, and due date. Repeat the task with staff before calling it fixed.
What would make your day at the dealership easier?
Tell me what you need—a prompt, worksheet, calculator, or something we haven't thought of. I'll read your request and get back to you about building it.