Automotive Sales Prospect Follow-Up Checklist
Don't let qualified leads slip through the cracks! This Automotive Sales Prospect Follow-Up Checklist ensures consistent, effective communication, boosting your conversion rates and maximizing sales performance. Stay organized, nurture relationships, and close more deals with this essential tool for automotive sales teams.
Initial Contact & Qualification
Steps to ensure the prospect is a genuine lead and aligns with dealership targets.
Initial Contact Date
Contact Method
Prospect First Name
Prospect Last Name
Estimated Budget (Range)
Vehicle Interest (Primary)
Interested Features (Select All That Apply)
Needs Assessment & Vehicle Matching
Identifying the prospect's requirements and suggesting suitable vehicle options.
Describe Customer's Primary Vehicle Needs (e.g., family, commute, off-road)
Approximate Budget (in $)
Desired Body Style
Desired Features (Select all that apply)
Approximate Mileage Driven Per Year
Test Drive Scheduling & Execution
Managing the test drive process and gathering feedback.
Scheduled Test Drive Date
Scheduled Test Drive Time
Salesperson Assigned
Vehicle Model for Test Drive
Customer Name for Test Drive
Customer Notes/Special Requests
Test Drive Route Type
Estimated Test Drive Duration (minutes)
Price Negotiation & Financing Options
Presenting pricing, exploring financing alternatives, and addressing concerns.
Offered Price
Dealer’s Counteroffer
Down Payment Amount
Interest Rate (APR)
Loan Term (in months)
Financing Source
Notes on Negotiation Strategy
Trade-In Appraisal (if applicable)
Evaluating trade-in value and incorporating it into the deal.
Vehicle Mileage
Vehicle Year
Vehicle Condition (Overall)
Detailed Condition Notes (Dents, Scratches, etc.)
Appraised Value
Supporting Photos (Exterior, Interior)
Trade-In Status
Paperwork & Contract Review
Ensuring accuracy and clarity of all documentation.
Prospect Full Name
Vehicle VIN
Sale Price
Down Payment
Interest Rate
Contract Start Date
Customer Signature
Salesperson Signature
Delivery & Handover
Preparing the vehicle and providing comprehensive handover instructions.
Delivery Date
Delivery Time
Vehicle Condition Notes (pre-delivery inspection)
Customer Walkaround Notes
Features Explained to Customer (check all that apply)
Salesperson Signature
Customer Signature (acknowledgment)
Vehicle Odometer Reading at Delivery
Post-Sale Follow-Up
Checking on customer satisfaction and identifying potential referrals.
Follow-Up Call Scheduled Date
Customer Satisfaction Level
Customer Feedback & Comments
Referral Likelihood
Days Since Purchase
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