Free Automotive Sales Checklist Template

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Free Automotive Sales Checklist Template

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

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