You Invest Know Who's Worth the Rep Time
Score
Explanation
Score
Recommendation
Roadmap
Stage 1 — Qualitative Scoring happens on the first visit before you invest further rep time. You score what you can observe: shop condition, crew size, truck count, install evidence, decision-maker access. Score is completed during or immediately after the visit.
If the qualitative score clears the threshold, you schedule an appointment and move to Stage 2. If it does not, you place the prospect on Hold or at the Counter and move on.
Stage 2 — Quantitative Scoring happens after you secure the appointment and can ask real business questions: equipment spend, parts ratio, gross margin, financing use, systems per week. This is the financial and behavioral screen.
Stage 2 output is the final tier assignment. Growth or Developing dealers get an Activation Roadmap. Counter dealers get counter service only. Hold means you do not have enough to score yet.
Scorecard
Scorecard