Free Electric Vehicle Sales Checklist Template

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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

Provide customer orientation on vehicle features

Ensure the customer understands the charging setup


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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