Auer Steel Bizpro On-boarding - Enterprise Selling Solution

Auer Steel Program Champion*
Company Name*
Address*
Address 2
City*
State*
Zip Code*
Phone*
Email address of person at on-boarding*
Territory Manager Name
Territory Manager Phone Number
Territory Manager Email
Please give us a brief description of your business
What brands do you sell? How many trucks do you have? Do your technicians sell? How long have you been in business?
Please choose which parts of our program you will be using.*
- Dispatching
- Replacement Proposals
- Commercial Proposals
- Load Analyzer
- Service Flat/Rate
- Microf
- Fortiva
- Greensky
- Stripe for Credit Card Payments
Enter Your Users Here*
Each different type of user will have different usernames and passwords. A dispatcher can only see activity but not pricing, cost or margins. A salesperson can be restricted to seeing only what you wish them to see. The Admin sees all costs, margins, and items that allow for setup.
First & Last Name Phone Number Email Address Admin (Y or N) Dispatcher (Y or N) Salesperson (Y or N)
User Photos
Please upload a professional photo of each of your users. Please name the file, the name of the user. This professional photo will appear on the Cover Page of the proposal when selected by the user.
Drop files here or

Accepted file types: jpg, png, Max. file size: 2 MB.
User Biographies
The program has the ability in the dispatch area to communicate a brief description of the sales or technicians that will be supporting the call. Please provide this brief biography using a word document for each person on your USER list. This would include a message from the ADMIN or OWNER as a thank you message for setting the appointment.
Drop files here or

Accepted file types: doc, xls, Max. file size: 2 MB.
Do you want your salespeople to be able to see Margins?
- Yes
- No
Minimum Margin
If you answered yes above, do you want to set a minimum margin and what percentage would you like to set?
- Yes
- No
What is your minimum margin percentage?
Do you want your salespeople to be able to see Commissions?
- Yes
- No
Do you want your salespeople to be able to see the BuyDown Rate?
- Yes
- No
What is your labor rate for service
This is the HOURLY rate you charge a customer for service related items. It will show up in this manner. HOURLY labor rate – $150 1 hour to replace a capacitor Capacitor = $10 Markup for Capacitor 600% $150 + $60 = $210 selling price of capacitor
What is your Diagnostic Fee
Tax*
What is your tax you pay to your supplier?
What is your labor rate for Replacement
Replacement labor is different than service labor. Replacement labor is your cost of a worker on the job. Ie. One worker makes $25 per hour One worker makes $12 per hour Combined cost of labor = $37
Please upload a few of your current proposals. Our on-boarding technician will review these to make sure we can include as much of your current phraseology as possible.
Drop files here or

Accepted file types: jpg, gif, png, pdf, doc, xls, Max. file size: 2 MB.
Margins
Our program works off of Margin or GP$ per hour. If you use MARGIN, enter the margin you would put for the Best, Better, Good and Budget models. Example… COGS = 4000…. A 50% margin 4000/.5=8000
Best Better Good Budget
Commissions
What commissions do you want to pay your sales people based on percentages. The program uses a divisor and not a multiplier. Example… $10,000 sale at 10% = $10,000/.9 or $11,111.
Best Better Good Budget
Buydown Rate
What buydown rates do you want to use for your financing recovery? Just like Commissions, the program uses a divisor and not a multiplier. Example… $10,000 sale at 10% = $10,000/.9 or $11,111.
Best Better Good Budget
Quality Levels
Some dealers like to rename their quality levels and not call them Best, Better, Good and/or Budget. If you want to rename them please list that here. Please keep the names as short as possible.
Best Better Good Budget
Financing Buydown Rates
Please upload your financing buydown rates for your financing company. This can be uploaded via PDF. It would be helpful if you would highlight which programs you like to use in your sales process.
Drop files here or

Accepted file types: pdf, png, jpg, Max. file size: 2 MB.
Please enter any special requests, or items here you may want to communicate to the on-boarding staff.

First & Last Name	Phone Number	Email Address	Admin (Y or N)	Dispatcher (Y or N)	Salesperson (Y or N)

Best	Better	Good	Budget

Best	Better	Good	Budget

Best	Better	Good	Budget

Best	Better	Good	Budget