AUTOMOTIVE DEALER OPERATIONS CHECKLIST Created by ChecklistGuro (https://checklistguro.com) --- SALES PROCESS & CUSTOMER EXPERIENCE --- [ ] Greeting Protocol Adherence (Always, Usually, Sometimes, Rarely, Never) [ ] Average Customer Wait Time (Minutes) [ ] Customer Feedback Summary (Recent Interactions) [ ] Salesperson Compliance - Required Disclosures Provided? (Price Disclosure, APR Disclosure, Fees Disclosure, Warranty Information, Other (Specify in Long Text)) [ ] Last Customer Satisfaction Survey Completion Date [ ] Test Drive Protocol Followed? (Yes, No, N/A) [ ] Notes on Customer Experience Challenges (if any) --- INVENTORY MANAGEMENT --- [ ] Vehicle Quantity Received Today [ ] Condition of Received Vehicles (Excellent, Good, Fair, Poor) [ ] Date of Last Inventory Audit [ ] Number of Vehicles Discrepancy (Audit) [ ] Notes on Inventory Discrepancies (If Any) [ ] Allocation Process Status (Complete, In Progress, Pending) [ ] Upload Vehicle Receiving Documents --- SERVICE DEPARTMENT OPERATIONS --- [ ] Service Appointment Date [ ] Service Appointment Time [ ] Vehicle Mileage at Service [ ] Customer Complaint Description [ ] Service Type (Oil Change, Brake Service, Tire Rotation, Diagnostic Inspection, Other) [ ] Performed Services (Oil Change, Brake Inspection, Fluid Top-off, Filter Replacement, Alignment) [ ] Labor Hours [ ] Parts Cost [ ] Technician Notes/Observations --- PARTS DEPARTMENT MANAGEMENT --- [ ] Current Parts Inventory Count [ ] Vendor Order Status (Pending, Processing, Shipped, Received) (Pending, Processing, Shipped, Received) [ ] Last Inventory Audit Date [ ] Number of Backordered Parts [ ] Notes on Inventory Discrepancies (if any) [ ] Number of Customer Parts Orders [ ] Condition of Parts Storage Area (Clean, Organized, Needs Improvement) (Clean, Organized, Needs Improvement) [ ] Upload Parts Inventory Report (if available) --- FINANCE & INSURANCE (F&I) --- [ ] Compliance Training Completion (F&I Staff) (Completed, In Progress, Not Started) [ ] Number of F&I Audits Performed This Month [ ] Date of Last F&I Process Review [ ] Summary of Key Findings from Last F&I Audit [ ] Truth in Lending Act (TILA) Disclosures Verified? (Yes, No, N/A) [ ] Sample F&I Contract (for Compliance Review) [ ] Percentage of Customers Offered all Required Disclosures [ ] F&I Manager Signature (Confirmation of Compliance) --- FIXED OPERATIONS COMPLIANCE --- [ ] Last Service Contract Audit Date [ ] Number of Unresolved Warranty Claims [ ] Compliance Training Completion Status (Service Dept) (Complete, In Progress, Not Started) [ ] Summary of Recent Warranty Claim Reviews & Findings [ ] Copy of Current Service Contract Agreements [ ] Disclosure of GAP Insurance Options to Customers (Always Disclosed, Frequently Disclosed, Sometimes Disclosed, Rarely Disclosed) [ ] Next Scheduled Compliance Review (Warranty) --- SALES COMPLIANCE & LEGAL --- [ ] Last Advertising Compliance Review Date [ ] Truth-in-Lending Disclosure Accuracy (Compliant, Minor Correction Needed, Major Correction Needed) [ ] Summary of Recent Legal Consultations (if applicable) [ ] Compliance with Fair Credit Reporting Act (FCRA) (Fully Compliant, Potential Issue Identified, Non-Compliant) [ ] Copies of Recent Advertising Materials (for review) [ ] Number of Customer Complaints Related to Sales Practices (past quarter) [ ] Description of any Recent Sales Practice Audits (if conducted) --- FACILITIES & SECURITY --- [ ] Last Building Inspection Date [ ] Fire Extinguisher Inspection Frequency (Months) [ ] Security System Status (Active, Inactive, Under Maintenance) [ ] Number of Security Cameras [ ] Date of Last Safety Drill [ ] Notes on any Facility Concerns [ ] Lighting System Check (Complete, Minor Issues, Major Issues) --- HUMAN RESOURCES & TRAINING --- [ ] Number of New Hires This Month [ ] Last HR Policy Review Date [ ] Current Employee Training Program (Sales Training, Service Technician Training, Compliance Training, Management Development, Customer Service Training) [ ] Compliance Training Modules Completed (Employee Selection) (Fair Labor Standards Act (FLSA), Equal Employment Opportunity (EEO), Harassment Prevention, Data Privacy Regulations) [ ] Summary of Recent HR Audit Findings [ ] Employee Handbook (Latest Version) [ ] Type of Performance Reviews Conducted (Annual, Semi-Annual, Quarterly) --- MARKETING & ADVERTISING --- [ ] Website Traffic (Monthly) [ ] Leads Generated (Monthly) [ ] Primary Advertising Channels (Google Ads, Facebook/Instagram, Email Marketing, Traditional Media (TV/Radio), Dealership Website, Third-Party Listing Sites) [ ] Campaign Types Currently Active (New Vehicle Promotions, Used Vehicle Promotions, Service Specials, Finance Offers, Brand Awareness) [ ] Last Advertising ROI Review Date [ ] Summary of Recent Campaign Performance & Adjustments [ ] Example Advertisement Creative (e.g., Image, Video) --- END OF TEMPLATE --- Transform this text into a digital, automated, and trackable mobile app! 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