AUTO REPAIR SHOP SEASONAL SERVICE PROMOTION CHECKLIST TEMPLATE 2026

Created by ChecklistGuro (https://checklistguro.com)


--- PRE-CAMPAIGN STRATEGY & PLANNING ---
[ ] Promotion Campaign Name
[ ] Campaign Start Date
[ ] Campaign End Date
[ ] Primary Target Season (Spring, Summer, Autumn/Fall, Winter)
[ ] Promotion Objectives & KPIs
[ ] Target Customer Segments (Existing Customers (CRM List), New Customers (Lead Gen), Fleet Account Clients, Local Small Business Partners)
[ ] Approved Budget Document

--- SERVICE MENU & PACKAGE CREATION ---
[ ] Promotion Name
[ ] Package Details & Inclusions
[ ] Discount Percentage or Fixed Amount
[ ] Promotion Start Date (undefined)
[ ] Target Vehicle Types (Sedans/Coupes, SUVs/Crossovers, Trucks/Pickups, Hybrid/Electric Vehicles)
[ ] Approved Pricing Sheet

--- INVENTORY & PARTS PREPARATION ---
[ ] Required Seasonal Supplies (Engine Oil & Filters, Wiper Blades, Antifreeze/Coolant, Air & Cabin Filters, Brake Fluid & Brake Pads, Battery/Electrical Components)
[ ] Target Stock Quantity
[ ] Inventory Reorder Deadline
[ ] Vendor Contact Information
[ ] Purchase Order Confirmation
[ ] Notes on Parts Shortages or Delays

--- DIGITAL MARKETING & MULTI-CHANNEL PROMOTION ---
[ ] Campaign Campaign Name
[ ] Promotion Start Date
[ ] Promotion End Date
[ ] Marketing Channels Used (Email Marketing, Facebook/Instagram Ads, Google Business Profile, SMS/Text Messaging, In-Shop Signage, Direct Mail/Postcards)
[ ] Ad Copy & Messaging Summary
[ ] Promotional Graphic Assets
[ ] Target Number of Leads/Bookings

--- IN-SHOP VISUAL MERCHANDISING ---
[ ] Promotional Materials Deployed (Counter Display Cards, Service Drive/Waiting Room Posters, Service Advisor Desk Mats, Digital Screen/TV Graphics, Window Decals/Banners)
[ ] Promotional Theme Description
[ ] Merchandising Setup Completion Date
[ ] Visual Consistency Check (Brand Compliant, Needs Update)
[ ] Photo of Completed Display Setup
[ ] Manager Verification

--- STAFF TRAINING & COMMUNICATION ---
[ ] Staff Members Briefed (Service Advisors, Technicians, Front Desk/Reception, Parts Manager, Shop Owner/Manager)
[ ] Key Promotion Talking Points
[ ] Training Completion Date
[ ] Staff Feedback or Obstacles Identified
[ ] Manager Approval Signature

--- CUSTOMER OUTREACH & APPOINTMENT SCHEDULING ---
[ ] Campaign Launch Date
[ ] Outreach Channels Used (Email Marketing, SMS/Text Messaging, Phone Calls/Outbound Calling, Social Media Direct Messaging, In-Shop Signage/Print)
[ ] Target Number of Customers to Contact
[ ] Promotional Message Script/Copy
[ ] Appointment Booking Method (Online Booking Portal, Phone Appointment, Walk-in Conversion)
[ ] Campaign Manager Approval

--- CAMPAIGN PERFORMANCE TRACKING & POST-MORTEM ---
[ ] Campaign Review Date
[ ] Total Number of Promotional Services Sold
[ ] Total Revenue Generated from Promotion
[ ] Analysis of Campaign Success and Key Wins
[ ] Identified Challenges and Areas for Improvement
[ ] Overall Campaign Performance Rating (Exceeded Expectations, Met Expectations, Below Expectations, Failed to Meet Targets)
[ ] Upload Final Campaign ROI Report
[ ] Manager Approval Signature

--- END OF TEMPLATE ---
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