Show:
Sales Checklist
Financing
Special Orders
MAC & Hyundai
Customer Etiquette
100

With an IFTA and IRP what form do you normally fill out?

What is TC-719?

100

What do you need to print out from SAFER Web?

What is the FMCSA?

100

What % down do you collect on a Special Order?

What is 30%?

100

Who are the main contacts for MAC and Hyundai?

Who is Ezra & Josh?

100

How often should a customer be contacted?

What is once per month or as requested?

200

The first step in starting the sales process.

What is getting a signed PO- Filled and dated correctly 

200

When do you use the Corporate Credit App over the Owner Operator Credit App?

What is when the Corp has been in business for more than 2 years?

200

Who do you contact for a SO on a flatbed or Stepdeck?

Who is Ezra and Carla?

200

What makes MAC different from competitors?

What is all aluminum, fully welded, and specialized units?

200

What should be included in every email? 

What is signature and contact information?

300

List 3 things that need to be in Carla 2 folder.

What is signed PO, TC-719/TC-721 , titling instructions, complete invoice, warranty info, cap sheet with FET and dealer incentive

300

What are three of the credit questions to ask?

What is:

  1. How is your credit score? Do you know your credit score?
  2. Have you purchased a truck or trailer in the past? Who did you finance through if you financed?
  3. Are you a homeowner?
  4. Have you had any bankruptcies in the last 10 years?
  5. Have you had any late payments over 30 days?
  6. Have you had any repos?
  7. Have you had any late child support payments?
300

After approval what needs to be signed by your customer?

What is PO, Special Order addendum, Specs, Drawings

300

What sets Hyundai apart from competitors?

What is full galvanization and upgraded specs?

300

What sets us apart from our competitor?

What is our sales people, responsiveness, and our customer service?

400

What goes in the white folder?

What is Safety, MSO/TITLE, warranty info, any other paperwork you want the customer to have

400

What does the Name or Company Name have to match on the Credit App?

What is the FMCSA?

400

What is the daily storage fee until the unit is sold?

What is $50? 

400

Why should people buy new units?

What is lower payments, interest rates, longer terms, and warranty?

400

What should follow every call and email?

What is an email and phone call or text?

500

According to the Sales Checklist if financing send this.

What is Capsheet, PO, invoice, completed App, FMCSA, MSO, CDL

500

What are five of the 10 items needed in order to submit a loan docs?

What is:

1. C-Form

2. Signed PO

3. Invoice

4. Completed Credit App

5. FMCSA

6. MSO front and back

7. CDL

8. Voided Check

9. Certificate of Insurance

10. Signed Loan Docs

500

If a customer were to cancel what is the cancellation fee?

What is 30% or down payment plus storage fees?

500

How is Warranty activated for each manufacturer? 

What is Hyundai warranty form o be faxed?

What is release of warranty for MAC? 

500

How do we handle customer concerns?

What is Carla and problem solve for repeat business and excellent customer service?