Sales Call Companion — Diagnose before you position

Pick a module

Step 1: choose your questions (max 6). Step 2: run the call and capture answers. Step 3: copy the NICO note.
Nothing is tracked. Your selections and notes stay on your device (session only).

Test Drive Request

Make the drive purposeful. Clarify needs + concerns first, then position product properly.

Needs Concerns Next step

Best for: scheduled/requested drives.

Trade-In Request

Turn “what’s my car worth?” into intent + progression. Lock a next step.

Why now Replacement Progression

Best for: trade-in valuation + change intent.

Mentor mindset: you’re not “challenging” them — you’re getting clarity so you can help properly.

Test Drive — Plan your questions

Pick the questions you want to use. Keep it tight so it sticks.
Rule: max 6 total questions.

Selected: 0/6

Quick guidance: Aim for: 2 Needs, 1 Interests, 2 Concerns, 1 Next Step (or similar). This is about memory: fewer questions → better recall.

Test Drive — Call screen

Cue cards on the left. Capture answers on the right. Then copy the NICO note.

Progress: 0/5 ☆☆☆☆☆

My planned questions (cue cards) tap to open

Current vehicle

What’s not working / missing

What would make the next vehicle a meaningful upgrade?

What are they hoping to confirm from the drive?

Primary concern (stated or sensed)

Alignment sentence (anti-feature-bomb)

Post-drive intent

Test drive date/time

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

Copy/paste into CRM. Score stays private.

Trade-In — Plan your questions

Pick the questions you want to use. Keep it tight so it sticks.
Rule: max 6 total questions.

Selected: 0/6

Quick guidance: Aim for: 2 Context/Why-now, 1 Needs, 1 Interests, 1 Concerns, 1 Next Step.

Trade-In — Call screen

Cue cards on the left. Capture answers on the right. Then copy the NICO note.

Progress: 0/5 ☆☆☆☆☆

My planned questions (cue cards) tap to open

Trade-in vehicle

How long owned?

What’s prompting the change now?

What are they looking to move into?

What’s not working about the current vehicle?

What specifically interests them about the replacement?

Primary concern

Alignment sentence

Agreed next step

When (if applicable)

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

Copy/paste into CRM. Score stays private.