Sales Call Companion — Diagnose before you position

Sales Call Companion

Diagnose before you position. Private score. Nothing stored. Built to improve N.I.C.O note quality and positioning.

⭐ Private score

📝 NICO notes

⚡ Fast prompts

Test Drive Request

Diagnose before you position. Aim for 5/5. Each star = a stronger call + cleaner NICO notes.

Score: 0/5 ☆☆☆☆☆

Needs

Current vehicle, friction, and what “better” means.

0/1

Current vehicle

What’s not working / missing

What would make the next vehicle a meaningful upgrade?

How to get it:

“What’s prompted the change now?”
“If you could change one thing about your current car, what would it be?”
“What does ‘better’ actually mean for you day-to-day?”

Interests

Why they booked, and what they want from the drive.

0/1

What’s drawn them to book the test drive?

What are they hoping to confirm or experience on the drive?

How to get it:

“What would you need to see/feel to say ‘yes, this works for me’?”
“What’s your biggest question that the drive should answer?”

Concerns

Primary hesitation or uncertainty.

0/1

What hesitation or risk have they mentioned (or you’ve sensed)?

How to get it:

“Is there anything making you unsure about switching?”
“What would hold you back from moving forward?”
“What would you need to feel confident?”

Alignment

Anti-feature-bomb checkpoint: why it benefits them specifically.

0/1

Why would switching benefit this customer specifically?

How to get it:

“Because you said ___, the ___ feature matters because ___.”
“This solves ___ (their frustration) by ___ (practical impact).”

Next Step

Define intent post-drive and confirm booking details.

0/1

If the drive confirms fit, what’s next?

Test drive date/time

How to get it:

“If the drive ticks the boxes, are we looking at ordering, or do you want a finance review first?”
“What would need to happen after the drive for you to feel ready to move forward?”

Generated CRM note (N.I.C.O)

Copy/paste into CRM. Score stays private.

Trade-In Request

Diagnose before you position. Aim for 5/5. Turn “what’s my car worth?” into intent + progression.

Score: 0/5 ☆☆☆☆☆

Context

Trade-in vehicle, ownership context, reason for change.

0/1

Trade-in vehicle

How long owned?

What’s prompting the change now?

How to get it:

“What’s changed recently that’s made you consider switching?”
“If you didn’t trade it in, what happens?”

Needs

What’s not working and what must improve.

0/1

What’s not working about the current vehicle?

What does the next vehicle need to do better?

How to get it:

“What does ‘better’ look like day-to-day?”
“What’s the one thing you refuse to compromise on?”

Interests

Replacement direction and emotional pull.

0/1

What are they looking to move into?

What specifically interests them about it?

How to get it:

“What about that option feels like the right move?”
“What would you be disappointed if it didn’t have?”

Concerns

Hesitation or uncertainty (trade or replacement).

0/1

What hesitation or uncertainty did they mention?

How to get it:

“Is there anything that would make you hesitate?”
“What would you need to feel confident switching?”
“What outcome are you hoping for from the valuation?”

Alignment + Next Step

Why switching fits them, then lock the next step.

0/1

Why does switching make sense for THIS customer?

Agreed next step

When (if applicable)

How to get it:

“If the valuation lands where you expect, what happens next?”
“Shall we book the appraisal now so we can make a decision with real numbers?”

Generated CRM note (N.I.C.O)

Copy/paste into CRM. Score stays private.

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