Free Electric Vehicle Sales Checklist

The Electric Vehicle Sales Checklist Template from Template.net is a fully editable and customizable tool designed to simplify the sales process for electric vehicles. Tailor the checklist to suit your unique sales approach. Editable in our AI Editor Tool, this template helps you manage key tasks, ensuring a streamlined and efficient sales experience.

Task	Completed
Verify vehicle specifications (model, year, features)
Check battery capacity and range
Review available incentives (rebates, financing)
Confirm stock availability and delivery timeframes

Task	Completed
Assess customer's needs (range, budget)
Provide a test drive opportunity
Offer trade-in appraisal
Finalize vehicle choice and discuss add-ons

Task	Completed
Present financing and payment options
Finalize sales contract and details (price, taxes)
Verify registration and title transfer details

Task	Completed
Inspect the vehicle for defects or damage
Confirm charging equipment and manuals are included
Provide customer orientation on vehicle features
Ensure the customer understands the charging setup

Task	Completed
Follow up with customers for satisfaction
Request customer feedback or review
Set reminders for future maintenance or updates

Free Electric Vehicle Sales Checklist

1. Pre-Sale Preparation

2. Sales Process

3. Financing & Documentation

4. Delivery & Post-Sale Support

5. Follow-Up & Feedback

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