Monthly Meeting - June 2026

Sales Floor

• Sales Goal for May - $119,532.56 - Actual $117,545.36 (98% of goal)

• Sales Goal for May - $123k

• May SALES performance: Taco @ $36k / Dustin @ $75k / Grant @ $398

• Customer receipt required for all warranties - printed and IN PACKET

• Hand-write due back times on work orders!!!

• Returning special order / misordered product

• Customer Interaction Ownership: If you are checking in a vehicle, treat it like it’s your own customer and make sure every detail is covered. This means vehicle info, concerns, expectations, accessories, scheduling, contact info, etc. Do not assume someone else already asked all the right questions.

Notes on Customer Qualification & Discovery

One of the most important parts of our job happens before we ever recommend equipment.

Before discussing products, make sure we understand:

• What are they trying to accomplish?

• What do they like and dislike about their current system?

• What type of music do they listen to?

• Is their priority sound quality, output, bass, factory integration, appearance, or budget?

• How long do they plan to keep the vehicle?

• Have they had aftermarket audio before?

• Don't Prescribe Before Diagnosing

Avoid jumping straight to product recommendations. The better we understand the customer, the better we can match a solution to their needs and increase customer satisfaction.

Notes on Setting Accurate Expectations

Many customer issues can be prevented by setting proper expectations from the beginning.

Discuss/set installation expectations:

• Estimated completion time (different from billed time - make distinction from scheduled appt. time)

• Potential delays due to vehicle condition or hidden issues

• Additional labor that may be required

• Product availability and shipping timelines

• Performance Expectations

Most of all - be realistic.

• No product is perfect.

• Explain what improvements they should expect.

• Explain any limitations of their vehicle or factory system.

• Avoid overpromising results.

• Communication Expectations

• If we tell a customer we will call them, we call them.

• If a timeline changes, notify the customer immediately.

• Surprises should never come from the customer's side.

• Documentation (registering warranties/receipts)

• Thorough notes protect everyone.

• Record customer requests, concerns, and promises made during the sales process.

• Make sure invoices clearly reflect the agreed-upon scope of work.

Notes on check-in and deposit procedures

• Every person accepting a deposit or checking in a vehicle owns the accuracy of that ticket.

• Verify all products, labor, and customer concerns are documented.

• Confirm customer contact information.

• Ensure expectations discussed during the sales process are reflected in the invoice.

• If taking over a ticket from another employee, communicate with the original salesperson before making assumptions.

Shop

• February Install Performance:

  • Isaac - 110.17 hours billed

  • Eduardo - 79.67 hours billed

  • Wes - 42.17 hours billed

  • Ayden - 79.76 hours billed - 6% up from last month!

• End of Day / Week Cleaning (main shop and woodshop) *STILL REQUIRED

• Review notes/photo requirements for CHECK-OUTS

• If something seems off - ask the sales team

General

• Google reviews update - 472 @ 4.8

• Follow-up on labor rate

• Finishing new showroom area w/MSC

Celebrations:

• 6/5 - Wes' LAST DAY!

  
  

Disclaimer

The information contained in this meeting outline is confidential. It is intended solely for use by currently employed Speakerbox, LLC staff. Any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful.