AUTOMOTIVE LEASE RENEWAL PROCESS CHECKLIST

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--- LEASE EXPIRATION REVIEW & CUSTOMER CONTACT ---
[ ] Lease Expiration Date
[ ] Remaining Lease Days (Calculated)
[ ] Initial Contact Method (Phone Call, Email, Text Message, Mail)
[ ] Contact Person (First Name)
[ ] Contact Person (Last Name)
[ ] Contact Notes (Initial Communication)
[ ] Customer Response Status (Responded - Interested, Responded - Not Interested, No Response, Scheduled Renewal Appointment)

--- VEHICLE CONDITION ASSESSMENT ---
[ ] Current Mileage
[ ] Exterior Damage Description
[ ] Interior Condition Notes
[ ] Tire Condition (Excellent, Good, Fair, Poor)
[ ] Overall Vehicle Condition (Excellent, Good, Fair, Poor)
[ ] Exterior Photos
[ ] Interior Photos

--- RENEWAL PROPOSAL GENERATION ---
[ ] New Lease Payment Amount
[ ] Down Payment (if applicable)
[ ] Lease Term (Months) (24, 36, 48, 60)
[ ] Mileage Allowance (Annual) (10,000, 12,000, 15,000, Unlimited)
[ ] Notes/Special Considerations
[ ] Effective Renewal Date

--- CUSTOMER PROPOSAL PRESENTATION & NEGOTIATION ---
[ ] Summary of Proposed Changes (vs. Current Lease)
[ ] New Monthly Payment Amount
[ ] Mileage Allowance (New)
[ ] Preferred Vehicle Option (if applicable) (Same Vehicle, Different Vehicle - New, Different Vehicle - Used)
[ ] Date of Proposal Review with Customer
[ ] Customer Initial Reactions/Concerns
[ ] Customer Acknowledgement of Proposal

--- LEASE AGREEMENT FINALIZATION & PAPERWORK ---
[ ] Customer Signature
[ ] Sales Representative Signature
[ ] Agreement Date
[ ] Security Deposit Amount
[ ] Sales Tax Rate (Rate 1, Rate 2, Rate 3)
[ ] Copy of Driver's License

--- VEHICLE PREPARATION & DELIVERY ---
[ ] Detailing Notes
[ ] Odometer Reading (Post-Detail)
[ ] Service/Maintenance Completed (Pre-Delivery) (Oil Change, Tire Rotation, Fluid Top-Off, Brake Inspection, Other)
[ ] Post-Detail Photos
[ ] Delivery Scheduled Date
[ ] Delivery Scheduled Time
[ ] Delivery Technician Signature

--- POST-RENEWAL FOLLOW-UP ---
[ ] Follow-Up Date
[ ] Communication Method (Phone, Email, Text Message)
[ ] Notes on Customer Interaction
[ ] Customer Satisfaction Score (1-5)
[ ] Resolution Required? (Yes, No)
[ ] Description of Resolution (if required)

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