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Automotive Customer Relationship Management (CRM) Checklist

Unlock automotive sales & service success! This CRM checklist ensures consistent customer engagement, maximizes lead conversion, and boosts retention. Optimize your dealership's CRM processes today!

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Initial Customer Contact & Lead Capture

1 von 10

Ensuring accurate lead tracking and initial engagement processes are followed.

Lead Source Code

Lead Source (e.g., Website, Referral, Walk-in)

Date of First Contact

Time of First Contact

00:00
00:15
00:30
00:45
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23:15
23:30
23:45

Contact Method (e.g., Phone, Email, Chat)

Summary of Initial Contact Notes

Lead Qualification & Prioritization

2 von 10

Defining criteria and actions for qualifying and prioritizing potential customers.

Estimated Annual Income

Credit Score Range

Vehicle Interests (Select all that apply)

Purchase Timeline

Initial Contact Date

Sales Follow-Up & Engagement

3 von 10

Tracking and executing scheduled follow-up activities for each customer lead.

Initial Contact Date

Contact Method

Scheduled Follow-Up Time

00:00
00:15
00:30
00:45
01:00
01:15
01:30
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04:00
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05:00
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06:00
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07:00
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08:00
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09:00
09:15
09:30
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10:00
10:15
10:30
10:45
11:00
11:15
11:30
11:45
12:00
12:15
12:30
12:45
13:00
13:15
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14:00
14:15
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15:00
15:15
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17:15
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18:15
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19:15
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20:00
20:15
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21:00
21:15
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22:00
22:15
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23:00
23:15
23:30
23:45

Follow-Up Status

Follow-Up Notes/Summary

Number of Follow-Up Attempts

Last Follow-Up Date

Sales Process Adherence

4 von 10

Verifying compliance with standardized sales procedures and documentation requirements.

Sales Process Stage

Estimated Sale Price

Initial Contact Date

Last Communication Time

00:00
00:15
00:30
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01:00
01:15
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02:00
02:15
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03:00
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05:00
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07:00
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08:00
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09:00
09:15
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10:00
10:15
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11:00
11:15
11:30
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12:00
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23:15
23:30
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Financing Method

Notes on Customer Interaction

Service Appointment Scheduling & Reminders

5 von 10

Automating and tracking service appointments and reminder notifications.

Appointment Date

Appointment Time

00:00
00:15
00:30
00:45
01:00
01:15
01:30
01:45
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02:15
02:30
02:45
03:00
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04:00
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05:00
05:15
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06:00
06:15
06:30
06:45
07:00
07:15
07:30
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08:00
08:15
08:30
08:45
09:00
09:15
09:30
09:45
10:00
10:15
10:30
10:45
11:00
11:15
11:30
11:45
12:00
12:15
12:30
12:45
13:00
13:15
13:30
13:45
14:00
14:15
14:30
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15:00
15:15
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21:00
21:15
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23:15
23:30
23:45

Service Type

Estimated Labor Hours

Reminder Method

Reminder Days Before

Reminder Send Time

00:00
00:15
00:30
00:45
01:00
01:15
01:30
01:45
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05:00
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07:15
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08:00
08:15
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09:00
09:15
09:30
09:45
10:00
10:15
10:30
10:45
11:00
11:15
11:30
11:45
12:00
12:15
12:30
12:45
13:00
13:15
13:30
13:45
14:00
14:15
14:30
14:45
15:00
15:15
15:30
15:45
16:00
16:15
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16:45
17:00
17:15
17:30
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18:00
18:15
18:30
18:45
19:00
19:15
19:30
19:45
20:00
20:15
20:30
20:45
21:00
21:15
21:30
21:45
22:00
22:15
22:30
22:45
23:00
23:15
23:30
23:45

Customer Satisfaction Surveys & Feedback

6 von 10

Ensuring timely distribution and analysis of customer satisfaction surveys.

Overall Satisfaction (1-10)

How would you rate our sales representative?

How would you rate our service advisor?

What did we do well?

What could we improve?

Which of the following aspects of your experience were important to you?

Date of Interaction

Time of Interaction

00:00
00:15
00:30
00:45
01:00
01:15
01:30
01:45
02:00
02:15
02:30
02:45
03:00
03:15
03:30
03:45
04:00
04:15
04:30
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05:00
05:15
05:30
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06:00
06:15
06:30
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07:00
07:15
07:30
07:45
08:00
08:15
08:30
08:45
09:00
09:15
09:30
09:45
10:00
10:15
10:30
10:45
11:00
11:15
11:30
11:45
12:00
12:15
12:30
12:45
13:00
13:15
13:30
13:45
14:00
14:15
14:30
14:45
15:00
15:15
15:30
15:45
16:00
16:15
16:30
16:45
17:00
17:15
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18:00
18:15
18:30
18:45
19:00
19:15
19:30
19:45
20:00
20:15
20:30
20:45
21:00
21:15
21:30
21:45
22:00
22:15
22:30
22:45
23:00
23:15
23:30
23:45

CRM Data Entry & Accuracy

7 von 10

Maintaining accurate and complete customer data within the CRM system.

Customer First Name

Customer Last Name

Vehicle Year

Vehicle Mileage

Customer Type (Retail/Wholesale)

Date of First Contact

Notes/Special Requests

Reporting & Analytics Review

8 von 10

Regularly reviewing CRM reports to identify trends and areas for improvement.

Conversion Rate (%)

Average Deal Size ($)

Customer Acquisition Cost ($)

Report Period

Report Generation Date

Key Observations & Insights

Primary Marketing Channel Performance

CRM User Training & Proficiency

9 von 10

Ensuring all users are adequately trained and proficient in using the CRM system.

Training Hours Completed

Training Module 1: Basic CRM Navigation

Training Module 2: Lead Management

Training Module 3: Reporting and Analytics

Last Training Session Date

Feedback on Training Content

Confidence Level (Data Entry)

Data Security & Compliance

10 von 10

Adhering to data privacy regulations and security protocols within the CRM environment.

Last Data Security Audit Date

Compliance Framework Adhered To (e.g., GDPR, CCPA)

Summary of Data Security Policies & Procedures

Number of Users with Admin Access to CRM

Data Encryption Methods Implemented

Data Security Audit Report (if applicable)

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