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New Client: Initial Consultation
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Company Overview
Company Name
Location (City, State)
Business Type:
Retail
Wholesale
Commercial
Other
Number of Locations
Add-On Products Purchased?
Tirebrands
Auto Text Me
AccountingLink
Sell Out Reporting
ServiceCAT
Simple Tire
Tirelink
Data Conversion
Merchant Partners
Tire Connect
Other
Who works in the main office?
Current Process Overview
What system have you been using?
About how many tickets per day do you do?
What is their ticket writing process? Do you put them straight into the computer or handwrite them first?
What percentage of your sales would you say is Tires vs. Tire Service vs. Oil Changes vs. other Mechanical Services?
Inventory Overview
Who are the main Tire vendors you purchase from?
Roughly how many units of tires do you stock?
Do you stock any PARTS? Bulk or case oil? Filters? Belts, brakes, or wipers?
Do you plan to track your costs and quantities for all of your tires and parts?
Do you charge a shop supplies fee? If so, how is it calculated?
Customers and Appointments Overview
Do you have any Charge Accounts (A/R)? If so, about how many?
Do you participate in any National Account programs?
Do you take appointments?
Yes
No
Overall Outlook
What are the main things driving you to change POS software?
Do you have a #1 fear/concern about changing software?
Are there any other critical areas of business that we need to make sure we pay close attention to during the installation process?
Moving Forward
Anticipated Go Live Date?
PSA Designation
Best Method of Communication?
Phone
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