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Customer Interview/Profile Form?

AI Summary

A dealer asks whether other automotive professionals use customer profile or interview forms to systematically gather qualifying information during the sales process, noting that his sales staff has traditionally relied on informal questioning. A former Honda salesperson on his team recommended implementing such a form as an effective way to obtain crucial details about customer needs and budget while maintaining a conversational tone rather than making customers feel interrogated.

tomfohr

CSI Bandit
Dec 15, 2011
54
10
First Name
Tom
How many of you are using some sort of Customer Profile or Interview Form? We have never traditionally used one and kind of left it up to our sales staff and assumed they are asking the right questions and getting the right information to be able to properly select a vehicle and also the right way to propose numbers to them.

I recently hired a salesperson who came from a Honda store and he said they used a Customer Profile Sheet that did a really good job of getting the qualifying questions from the customer without making it sound like an interrogation or without it sounding like your are prying for personal information early on.

Anyone using anything of the sorts or have had positive experience with one? Any examples?
 

✨ AI Highlights

A dealer asks whether other automotive professionals use customer profile or interview forms to systematically gather qualifying information during the sales process, noting that his sales staff has traditionally relied on informal questioning. A former Honda salesperson on his team recommended implementing such a form as an effective way to obtain crucial details about customer needs and budget while maintaining a conversational tone rather than making customers feel interrogated.

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