Guest sheet · Qualification

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Understand the customer

Capture useful details as they come up. Skip anything that doesn’t fit the conversation.

Customer

Enough information to follow up without slowing down the conversation.

Vehicle conversation

What they have now and what brought them in.

What matters most?

Tap the hot buttons you hear. These remain visible in the customer snapshot.

Qualification

Capture the buying window, expectations, and anything that could hold the deal back.

Keep the deal moving

Every active customer should leave with a clear next action.