Car Dealership Call Monitoring Evaluation Checklist Form
Car Dealership Call Monitoring Evaluation Checklist
Call Identification Details
*
Rows
Call Date
Time
Evaluator Name
Details
Caller/Call Context (select all that apply)
*
New customer
Returning customer
Sales inquiry
Service inquiry
Other
Greeting and Introduction
*
Poor
1
2
3
4
Excellent
5
1 is Poor, 5 is Excellent
Professionalism and Courtesy
*
Poor
1
2
3
4
Excellent
5
1 is Poor, 5 is Excellent
Needs Discovery (Identified Customer Needs)
*
Not at all
1
2
3
4
Completely
5
1 is Not at all, 5 is Completely
Product Knowledge Demonstrated
*
Poor
1
2
3
4
Excellent
5
1 is Poor, 5 is Excellent
Qualifying Questions Asked
*
None
1
2
3
4
All Key Questions
5
1 is None, 5 is All Key Questions
Handling Objections
*
Ineffective
1
2
3
4
Very Effective
5
1 is Ineffective, 5 is Very Effective
Call Resolution / Next Step
*
Appointment scheduled
Follow-up promised
Information provided
No clear resolution
Other
Evaluator Notes and Overall Score
Submit Evaluation
Should be Empty: