AUTOMOTIVE SALES PROSPECT FOLLOW-UP CHECKLIST

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


--- INITIAL CONTACT & QUALIFICATION ---
[ ] Initial Contact Date
[ ] Contact Method (Phone, Email, Website Form, In-Person)
[ ] Prospect First Name
[ ] Prospect Last Name
[ ] Estimated Budget (Range)
[ ] Vehicle Interest (Primary) (Sedan, SUV, Truck, Hatchback, Van, Other)
[ ] Interested Features (Select All That Apply) (Safety Features, Fuel Efficiency, Technology Package, Performance, Luxury)

--- NEEDS ASSESSMENT & VEHICLE MATCHING ---
[ ] Describe Customer's Primary Vehicle Needs (e.g., family, commute, off-road)
[ ] Approximate Budget (in $)
[ ] Desired Body Style (Sedan, SUV, Truck, Hatchback, Minivan, Coupe)
[ ] Desired Features (Select all that apply) (Navigation System, Sunroof/Moonroof, Leather Seats, Advanced Safety Features (e.g., adaptive cruise control), Premium Sound System, Heated Seats)
[ ] Approximate Mileage Driven Per Year

--- TEST DRIVE SCHEDULING & EXECUTION ---
[ ] Scheduled Test Drive Date
[ ] Scheduled Test Drive Time
[ ] Salesperson Assigned (Salesperson 1, Salesperson 2, Salesperson 3)
[ ] Vehicle Model for Test Drive
[ ] Customer Name for Test Drive
[ ] Customer Notes/Special Requests
[ ] Test Drive Route Type (City Streets, Highway, Combination)
[ ] Estimated Test Drive Duration (minutes)

--- PRICE NEGOTIATION & FINANCING OPTIONS ---
[ ] Offered Price
[ ] Dealer’s Counteroffer
[ ] Down Payment Amount
[ ] Interest Rate (APR)
[ ] Loan Term (in months)
[ ] Financing Source (In-House Financing, Bank/Credit Union, Other)
[ ] Notes on Negotiation Strategy

--- TRADE-IN APPRAISAL (IF APPLICABLE) ---
[ ] Vehicle Mileage
[ ] Vehicle Year
[ ] Vehicle Condition (Overall) (Excellent, Good, Fair, Poor)
[ ] Detailed Condition Notes (Dents, Scratches, etc.)
[ ] Appraised Value
[ ] Supporting Photos (Exterior, Interior)
[ ] Trade-In Status (Accepted, Rejected, Negotiating)

--- PAPERWORK & CONTRACT REVIEW ---
[ ] Prospect Full Name
[ ] Vehicle VIN
[ ] Sale Price
[ ] Down Payment
[ ] Interest Rate
[ ] Contract Start Date
[ ] Customer Signature
[ ] Salesperson Signature

--- DELIVERY & HANDOVER ---
[ ] Delivery Date
[ ] Delivery Time
[ ] Vehicle Condition Notes (pre-delivery inspection)
[ ] Customer Walkaround Notes
[ ] Features Explained to Customer (check all that apply) (Infotainment System, Safety Features, Warranty Information, Maintenance Schedule, Connected Services)
[ ] Salesperson Signature
[ ] Customer Signature (acknowledgment)
[ ] Vehicle Odometer Reading at Delivery

--- POST-SALE FOLLOW-UP ---
[ ] Follow-Up Call Scheduled Date
[ ] Customer Satisfaction Level (Very Satisfied, Satisfied, Neutral, Dissatisfied, Very Dissatisfied)
[ ] Customer Feedback & Comments
[ ] Referral Likelihood (Highly Likely, Likely, Neutral, Unlikely, Highly Unlikely)
[ ] Days Since Purchase

--- END OF TEMPLATE ---
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