Free Electric Vehicle Sales Checklist Template
Electric Vehicle Sales Checklist
Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]
1. Pre-Sale Preparation
Task |
Completed |
---|---|
Verify vehicle specifications (model, year, features) |
|
Check battery capacity and range |
|
Review available incentives (rebates, financing) |
|
Confirm stock availability and delivery timeframes |
|
2. Sales Process
Task |
Completed |
---|---|
Assess customer's needs (range, budget) |
|
Provide a test drive opportunity |
|
Offer trade-in appraisal |
|
Finalize vehicle choice and discuss add-ons |
|
3. Financing & Documentation
Task |
Completed |
---|---|
Present financing and payment options |
|
Finalize sales contract and details (price, taxes) |
|
Verify registration and title transfer details |
|
4. Delivery & Post-Sale Support
Task |
Completed |
---|---|
Inspect the vehicle for defects or damage |
|
Confirm charging equipment and manuals are included |
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Provide customer orientation on vehicle features |
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Ensure the customer understands the charging setup |
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5. Follow-Up & Feedback
Task |
Completed |
---|---|
Follow up with customers for satisfaction |
|
Request customer feedback or review |
|
Set reminders for future maintenance or updates |
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