Pre-Appointment Vehicle Readiness Checklist for Reps
A pre-appointment vehicle readiness checklist for reps: keys, fuel, recon status, listing accuracy, and a last-hour lot check so the buyer is not waiting on a dead battery.
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Practical guidance for dealerships posting at volume, plus notes on what we ship.
A pre-appointment vehicle readiness checklist for reps: keys, fuel, recon status, listing accuracy, and a last-hour lot check so the buyer is not waiting on a dead battery.
Desking an internet deal before the customer arrives turns a visit into a decision meeting. Pull numbers, trade, and availability in advance so the lot time is not a fishing expedition.
Fair lead distribution on the sales floor is not a round-robin slogan. It is an assignment, ownership, and recycle system that stops cherry-picking without slowing first response.
Unworked leads should recycle on a clock, not on a complaint. Set idle timers, a fair reclaim rule, and a second-touch standard so house deals are not a surprise raid.
A departing rep should leave with a paycheck, not the store's pipeline. Offboard access the same day, reassign live leads, and recover every channel they were using.
Lead data is store property, not a personal trophy. These privacy habits keep license photos, credit talk, and phone numbers off group chats, personal phones, and the break-room printer.
A contact preference log tells every rep how this buyer wants to be reached. Without it, the store calls the texter, emails the caller, and burns the lead.
Consent is a recorded yes to a specific channel, not a phone number in a CRM. Teach reps what they may text, where the yes lives, and when they must stop.
An opt-out is a stop order, not a negotiation. Log it, kill the cadence, tell the floor, and keep a record so the next rep does not text the same number by accident.