Automotive Sales Checklist
Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]
Customer Engagement
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 | |
Vehicle Evaluation
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 | |
Pricing and Financing
Task | Completed (✔) |
|---|
Confirm the vehicle price (including taxes and fees) | |
Discuss financing options (loan or lease) | |
Calculate monthly payments | |
Offer insurance or warranty options | |
Test Drive
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 | |
Paperwork
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 | |
Vehicle Preparation
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 | |
Final Steps
Task | Completed (✔) |
|---|
Review the warranty and service options | |
Answer any last questions | |
Thank the customer for their purchase | |
Follow-Up
Task | Completed (✔) |
|---|
Send a thank-you email or message | |
Follow up to ensure the customer is happy with their vehicle | |
Checklist Templates @ Template.net
