Welcome to your resources page

This page is like a scrapbook for you store, and for our project together. Thank you for working with us!
1021/20 - 10/28/20. Onsite visit with Jair and Ben.
​Kickoff: Review of the book "The Four Disciplines of Execution," and integration of the 4DX process into the team management structure. 
pat_armstrong_employee_survey.pdf
File Size: 932 kb
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10/26/20 - The employee survey results were compiled into word clouds, to understand highlights. Every employee was interviewed one-on-one to gain a complete perspective on issues facing the organization, and to reveal areas of opportunity.
10/27/20 - All salespeople were tasked with producing an outline of "what works for me" when it comes to selling cars. The results of this project were combined with best practice to produce the custom Discovery Sheet
pat_armstrong_ford_discovery_sheet.pdf
File Size: 88 kb
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10/28/20 - The Discovery Sheet process was launched with the following goals:
  1. Increase communication between the sales consultants and management throughout the process of a deal 
  2. Give actionable intel to help move deals forward
  3. Keep salespeople focused on the 5 Pillars of the psychology of the customer's decision
  4. Produce accurate data for entry into the CRM, enabling reports on key insights.
the_manager’s_guide_to_closing__1_.pdf
File Size: 57 kb
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11/16 - Mick requested additional training for Jesse and Nathan to help increase their confidence particularly with closing deals. Ben committed to teaching the "Manager's Guide to Closing," as part of the Monday 10:15am sessions with Jesse and Nathan.
11/10 and 11/11 - 30 minute meetings were held by JK, Jair, Ben, and each individual member of the leadership team. It became clear the team wants more well-defined processes to aid in accountability, and to enable growth. This whiteboard illustration below was created during those meeting. According to the team, items highlighted with a green star have a specific process attached. Everything else does not. 
pat_armstrong_guest_experience_map.pdf
File Size: 549 kb
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mick_completed_experience_map.pdf
File Size: 107 kb
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11/11/20 - The "Guest Experience Map" project was launched to serve as a guide for writing standard processes for all aspects of guest interaction in the sales department. Initial focus was solely on the customer visit event. Mick will head this up with input from Jesse and Nathan.

11/17/2- Map complete. Now focusing on key transitions, using the team to help identify the challenges, and writing a process for how to complete the transition. To be completed along with Nathan and Jesse, and used in salesperson training. 
11/11/20 - Jesse and Nathan requested "formal sales training" to help form a foundation for how they will be training their teams. They committed to completing the DealershipLife Foundation Course (for salespeople), through daily 20-minute learning sessions with Ben. To commence 11/16 at the latest. This will be coupled with conversations about from the "Manager's Guide to Closing."
bdc_golive_checklist_pat_armstrong.pdf
File Size: 53 kb
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11/17/20 - BDC GoLive Checklist produced, items presented in WIG-session to prepare for Jan 1 launch.