Free Automotive Sales Checklist

The Automotive Sales Checklist Template from Template.net is a fully editable and customizable tool designed to optimize your automotive sales process. Easily modify the checklist to fit your business needs. Editable in our AI Editor Tool, this template helps streamline task management, ensuring a smooth and organized sales process, boosting efficiency and performance.

Task	Completed (✔)
Greet the customer and introduce yourself
Ask about their needs (vehicle type, budget, features)
Show available models that match their needs
Offer a test drive if they’re interested

Task	Completed (✔)
Check the vehicle’s condition (inside and out)
Confirm vehicle history (mileage, service records)
Ensure the vehicle is clean and ready to show
Explain the vehicle’s features to the customer

Task	Completed (✔)
Confirm the vehicle price (including taxes and fees)
Discuss financing options (loan or lease)
Calculate monthly payments
Offer insurance or warranty options

Task	Completed (✔)
Make sure the customer has a valid driver’s license
Take the customer on a test drive
Address any concerns during the drive

Task	Completed (✔)
Collect customer information (name, contact details)
Fill out the sales agreement
Explain the terms of the sale
Have the customer sign the necessary documents

Free Automotive Sales Checklist

Customer Engagement

Vehicle Evaluation

Pricing and Financing

Test Drive

Paperwork

Vehicle Preparation

Final Steps

Follow-Up

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Task	Completed (✔)
Ensure the vehicle is ready for delivery (clean, fueled)
Provide all keys, manuals, and accessories
Attach the license plates and give temporary registration

Task	Completed (✔)
Review the warranty and service options
Answer any last questions
Thank the customer for their purchase

Task	Completed (✔)
Send a thank-you email or message
Follow up to ensure the customer is happy with their vehicle