Needs discovery and test drive role-play
A ready-made course you customise for your organisation, with a live session deck and a survey. You only add the 5 details that are specific to your organisation.
- Length
- 15 min
- Lessons
- 3 lessons
- Frequency
- Role-play session
- Last reviewed
- 22 Oct 2026
A customer says they want to drive only one trim, but you think another fits better
Try it: this is one of 10 interactive activities in the course.
What's included
Three pieces that work together
Copy once, get everything. Learners prepare on their own, you answer questions live, and the survey tells you what stuck.
Self-paced course
Short lessons with real workplace scenarios, not walls of text.
- 3 lessons, about 15 minutes
- Accordion, process, sorting activity, scenario and quizzes
- 10-question final check, 80% to pass
Live session deck
An AhaSlides presentation to run after the course, in person or online.
- 10 slides
- Poll, word cloud, quiz, open-ended slides
- A closing slide for your contacts
A feedback survey
Find out what landed and what to change next time.
- Feedback survey: 6 questions
- Questions written for this session
- Results feed your next session
Learning objectives
At the end of this course, learners can
Each objective and the lesson that covers it.
| ID | Objective | Source | Where it's covered |
|---|---|---|---|
| TO 435.0 | Complete the course and its final check | Best practice | Whole course |
| SO 435.1 | Ask open questions that uncover budget range, use and timing without sounding like a form | Best practice | Whole course |
| SO 435.2 | Match a vehicle to what the customer said | Best practice | Whole course |
| SO 435.3 | Plan a test drive that shows the customer's priorities | Best practice | Whole course |
Your part: what a template can't do for you
- Your workplace details: fill in the 5 highlighted fields so the course describes your own policies, contacts and locations.
- Records: record completion in your own LMS or record system.
Course outline
3 lessons, about 15 minutes
Minutes per lesson are an estimate, shared out by page count.
1Discovery
3 pages
7 min
Discovery
3 pages
2Test drive
2 pages
4 min
Test drive
2 pages
3Final check
2 pages
4 min
Final check
2 pages
Live deck and survey
10 slides to run live, a survey to close the loop
Pink slides are interactive. Every survey question is listed below.
Feedback survey: 6 questions
- How useful was the session? 5 stars
- What helped most? multiple choice
- Before today, how confident were you about asking discovery questions? 1-5 scale
- Now, how confident are you about asking discovery questions? 1-5 scale
- What should we practise next? open text
- How likely are you to recommend this session to another team? NPS
Make it yours
5 fields to fill in, and you're ready
Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.
- Test drive policy link
{{TEST_DRIVE_POLICY_LINK}} - Test drive routes
{{TEST_DRIVE_ROUTES}} - Course URL
{{COURSE_URL}} - Survey 1 URL
{{SURVEY_1_URL}} - Dealership name
{{DEALERSHIP_NAME}}
FAQ
Common questions
Can I run needs discovery and test drive role-play training online?
Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.
How often is this training needed?
Role-play session (live, 45 min).
Who needs this training?
Sales managers practising discovery questions and the test-drive route.
What records should I keep?
Record completion in your own LMS or record system, so you can show who finished the course and when.
Can I edit the content?
Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.
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Ready to run it?
Open the live deck to see how the session runs alongside the course and the survey.