Path 01. Dealer Acquisition ยท Stage 1
First visit scoring only
Stage 1 of 5 ยท Qualitative Scoring
Dealer Qualification
Scorecard
Scorecard
10 observable attributes. Score what you can see before you ask a single financial question. Complete during or immediately after the first visit.
1
Qualitative Score2
Explanation3
Quantitative Score4
Recommendation5
Roadmap
Score what you can observe on this visit. Do not score attributes 1 through 6 based on digital research alone. physical attributes require physical verification. If you cannot observe an attribute today, note it and revisit. Every attribute is scored 0, 5, or 10 using the anchors below. No half points.
Attribute
Score
Scoring Anchors
Rep Notes
75 to 100
Growth Prospect
Business looks operational and credible. Proceed to appointment. Schedule Stage 2 scoring.
45 to 74
Developing Prospect
Signals of potential but gaps visible. Proceed with caution. Stage 2 will confirm or redirect.
0 to 44
Counter / Hold
Insufficient indicators to justify development investment. Counter service or Hold pending more information.
Score all 10 attributes before proceeding. Partial scores produce unreliable tier suggestions.
