Customer Opportunity Review Assistant
🔒 Handled with the same confidentiality as the CRM — the record is processed by the store's own secure server and nothing is saved. Manager use only; never copy real customer records into published training material.
How it works
- Open the customer in DriveCentric.
- Copy the record — header, notes, and activity together.
- Paste above and press Review opportunity.
About ten seconds per customer.
What comes back
- Record score and buyer heat
- The top gaps, ranked
- The 12-point manager checklist
- A word-for-word call script
- A note ready for the CRM
- The coaching category and lesson
First time here?
Load a practice customer — three fictional records built for training, safe to explore:
Nothing you run here is saved, and answers come only from what's in the record.
Ask about this customer
Ask anything about this record — facts, gaps, or how to handle the call. Answers come only from what's in the record. Nothing is saved.
Looking for the numbers instead? Visit Tracker & Sold Ticker →