The Delivery Specialist's Checklist for Delivering a Vehicle That Has a Known Cosmetic Issue
A delivery specialist delivering a vehicle that has a known cosmetic issue needs a documented checklist that covers transparent disclosure, photographic evidenc...
The Delivery Specialist's Checklist for Walking a Customer Through Infotainment Pairing
A delivery specialist should walk a customer through infotainment pairing by first confirming the vehicle's system type, then connecting the phone via Bluetooth...
The Delivery Specialist's Checklist for Running a Pre-Delivery Inspection the Right Way
A pre-delivery inspection (PDI) checklist should cover exterior condition, interior cleanliness, fluid levels, tire pressure, warning lights, glass and wipers, ...
Internet Sales Manager Checklist: Handling a Cross-Shop Lead on a Popular Model
When a cross-shop lead lands on a popular model, your internet sales manager needs a clear sequence: verify the lead's credibility and timeline, pull competing ...
Internet Sales Manager's Checklist for Auditing Lead Sources for Quality Monthly
Run a monthly audit of your lead sources by tracking conversion rates, cost-per-sale, and lead quality metrics from each channel. Pull data from your CRM and DM...
The Internet Sales Manager's Checklist for Running an SRP-to-VDP Conversion Review
A solid SRP-to-VDP conversion review tracks where shoppers drop off between search results and detailed vehicle pages, measures click-through rates and form com...
Internet Sales Manager Checklist: Confirming Appointments the Night Before
Before your customers arrive tomorrow, your internet sales manager needs to run through a pre-appointment checklist the night before: verify contact info is cur...
Internet Sales Manager's Checklist for Setting a Service Appointment Around Customer Availability
An internet sales manager's service appointment checklist should confirm the customer's availability window, verify vehicle details and service needs, check tec...
Internet Sales Manager's Checklist: Qualifying an Internet Lead in Three Questions
An internet sales manager qualifies a lead by asking three essential questions: What vehicle are they actually interested in? Can they afford it and get finance...
Internet Sales Manager's Checklist for Handling Inbound Service Calls Without Transferring
An internet sales manager (ISM) can handle an inbound service call without transferring by capturing the customer's vehicle info and repair concern on the first...
The BDC Rep's Checklist for Managing a Shared BDC Queue Across Stores
A BDC rep managing a shared queue across multiple stores needs a daily checklist covering lead routing, response-time tracking, store-assignment clarity, follow...
BDC Rep Checklist: How to Recover a No-Show Customer the Same Day
A BDC rep can recover a no-show customer the same day by contacting them within 30 minutes, confirming their appointment reason, offering an immediate alternati...