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 |
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Ask about their needs (vehicle type, budget, features) |
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Show available models that match their needs |
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Offer a test drive if they’re interested |
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Vehicle Evaluation
Task |
Completed (✔) |
---|---|
Check the vehicle’s condition (inside and out) |
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Confirm vehicle history (mileage, service records) |
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Ensure the vehicle is clean and ready to show |
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Explain the vehicle’s features to the customer |
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Pricing and Financing
Task |
Completed (✔) |
---|---|
Confirm the vehicle price (including taxes and fees) |
|
Discuss financing options (loan or lease) |
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Calculate monthly payments |
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Offer insurance or warranty options |
|
Test Drive
Task |
Completed (✔) |
---|---|
Make sure the customer has a valid driver’s license |
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Take the customer on a test drive |
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Address any concerns during the drive |
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Paperwork
Task |
Completed (✔) |
---|---|
Collect customer information (name, contact details) |
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Fill out the sales agreement |
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Explain the terms of the sale |
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Have the customer sign the necessary documents |
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Vehicle Preparation
Task |
Completed (✔) |
---|---|
Ensure the vehicle is ready for delivery (clean, fueled) |
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Provide all keys, manuals, and accessories |
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Attach the license plates and give temporary registration |
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Final Steps
Task |
Completed (✔) |
---|---|
Review the warranty and service options |
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Answer any last questions |
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Thank the customer for their purchase |
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Follow-Up
Task |
Completed (✔) |
---|---|
Send a thank-you email or message |
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Follow up to ensure the customer is happy with their vehicle |
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