Evaluator

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Welcome to the OPTIMUS evaluator!

The OPTIMUS evaluator tool identifies your unique business challenges, areas for improvement, and most critical priorities
Complete this online form to receive a training roadmap customized to you and your company
To get started, fill out the company information fields below and click “Next”

Company Information

First name*

Last name*

Title*

Company*

City*

State/Province*

Phone*

Email*

Dealer annual revenue*

Distributor name*

Number of employees*

Distributor account manager*

Is your distributor territory manager helping you with the business evaluator?

Territory Manager’s Name

Territory Manager’s Email

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Financing – Where Are You Now?

1. Do you have a financing solution?

IS THIS IN PLACE?

Do you have a financing solution?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

2. If so, are payment options being offered on every sale?

IS THIS IN PLACE?

If so, are payment options being offered on every sale?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

3. Do you regularly train your staff on closing with payment solutions?

IS THIS IN PLACE?

Do you regularly train your staff on closing with payment solutions?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

4. Do you have solutions for customers with challenged credit?

IS THIS IN PLACE?

Do you have solutions for customers with challenged credit?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

5. Do you have a solid understanding of loan plans and rate sheets?

IS THIS IN PLACE?

Do you have a solid understanding of loan plans and rate sheets?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

6. Do you have KPIs in place to measure the success of your sales efforts?

IS THIS IN PLACE?

Do you have KPIs in place to measure the success of your sales efforts?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

Please rank the tasks in order of importance to your company
Drag each task to order them from most important on the top to least important on the bottom.

Please rank the tasks in order of importance to your company

Comments (Optional)

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Dealer Fees/Rate Sheets

1. Do you offer promotional plans as part of your payment solutions?

IS THIS IN PLACE?

Do you offer promotional plans as part of your payment solutions?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

2. Do you have a low payment option available to your customers?

IS THIS IN PLACE?

Do you have a low payment option available to your customers?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

3. Do you take advantage of manufacturer buy-downs?

IS THIS IN PLACE?

Do you take advantage of manufacturer buy-downs?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

4. Do you have a process to manage your dealer fees?

IS THIS IN PLACE?

Do you have a process to manage your dealer fees?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

5. Do you understand how dealer fees can help increase your sales?

IS THIS IN PLACE?

Do you understand how dealer fees can help increase your sales?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

Please rank the tasks in order of importance to your company
Drag each task to order them from most important on the top to least important on the bottom.

Please rank the tasks in order of importance to your company

Comments (Optional)

Save and Continue Later

Sales Process

1. Does your commission structure change based on payment method?

IS THIS IN PLACE?

Does your commission structure change based on payment method?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

2. Do you present your offerings in a Good-Better-Best format?

IS THIS IN PLACE?

Do you present your offerings in a Good-Better-Best format?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

3. Do you tier your offerings based on product and services?

IS THIS IN PLACE?

Do you tier your offerings based on product and services?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

4. Do you have a sales process for technicians?

IS THIS IN PLACE?

Do you have a sales process for technicians?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

5. Do you bundle other services (i.e., Service Agreement, IAQ) with your sales offerings?

IS THIS IN PLACE?

Do you bundle other services (i.e., Service Agreement, IAQ) with your sales offerings?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

Please rank the tasks in order of importance to your company
Drag each task to order them from most important on the top to least important on the bottom.

Please rank the tasks in order of importance to your company

Comments (Optional)

Save and Continue Later

Website/Digital Marketing

1. Do you use social media platforms in your marketing campaigns?

IS THIS IN PLACE?

Do you use social media platforms in your marketing campaigns?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

2. Do you have a company website?

IS THIS IN PLACE?

Do you have a company website?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

3. Do you utilize SEO?

IS THIS IN PLACE?

Do you utilize SEO?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

4. Are payment solutions prominently displayed on your website?

IS THIS IN PLACE?

Are payment solutions prominently displayed on your website?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

5. Do you have a lead generation program?

IS THIS IN PLACE?

Do you have a lead generation program?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

Please rank the tasks in order of importance to your company
Drag each task to order them from most important on the top to least important on the bottom.

Please rank the tasks in order of importance to your company

Comments (Optional)

Save and Continue Later

Overall Priorities

Please rank the overall sections in order of importance to your company
Drag each section to order them from most important on the top to least important on the bottom.

Please rank the overall sections in order of importance to your company

Save and Continue Later

Step 1 of 6 - Company Information