ChecklistGuro logo ChecklistGuro Solutions Industries Resources Pricing
Request Demo
ChecklistGuro logo ChecklistGuro

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!

This Template was installed 5 times.

Initial Customer Contact & Lead Capture

NaN of 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

0:00
0:15
0:30
0:45
1:00
1:15
1:30
1:45
2:00
2:15
2:30
2:45
3:00
3:15
3:30
3:45
4:00
4:15
4:30
4:45
5:00
5:15
5:30
5:45
6:00
6:15
6:30
6:45
7:00
7:15
7:30
7:45
8:00
8:15
8:30
8:45
9:00
9:15
9:30
9:45
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
17:30
17:45
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

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

Summary of Initial Contact Notes

Lead Qualification & Prioritization

NaN of 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

NaN of 10

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

Initial Contact Date

Contact Method

Scheduled Follow-Up Time

0:00
0:15
0:30
0:45
1:00
1:15
1:30
1:45
2:00
2:15
2:30
2:45
3:00
3:15
3:30
3:45
4:00
4:15
4:30
4:45
5:00
5:15
5:30
5:45
6:00
6:15
6:30
6:45
7:00
7:15
7:30
7:45
8:00
8:15
8:30
8:45
9:00
9:15
9:30
9:45
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
17:30
17:45
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

Follow-Up Status

Follow-Up Notes/Summary

Number of Follow-Up Attempts

Last Follow-Up Date

Sales Process Adherence

NaN of 10

Verifying compliance with standardized sales procedures and documentation requirements.

Sales Process Stage

Estimated Sale Price

Initial Contact Date

Last Communication Time

0:00
0:15
0:30
0:45
1:00
1:15
1:30
1:45
2:00
2:15
2:30
2:45
3:00
3:15
3:30
3:45
4:00
4:15
4:30
4:45
5:00
5:15
5:30
5:45
6:00
6:15
6:30
6:45
7:00
7:15
7:30
7:45
8:00
8:15
8:30
8:45
9:00
9:15
9:30
9:45
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
17:30
17:45
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

Financing Method

Notes on Customer Interaction

Service Appointment Scheduling & Reminders

NaN of 10

Automating and tracking service appointments and reminder notifications.

Appointment Date

Appointment Time

0:00
0:15
0:30
0:45
1:00
1:15
1:30
1:45
2:00
2:15
2:30
2:45
3:00
3:15
3:30
3:45
4:00
4:15
4:30
4:45
5:00
5:15
5:30
5:45
6:00
6:15
6:30
6:45
7:00
7:15
7:30
7:45
8:00
8:15
8:30
8:45
9:00
9:15
9:30
9:45
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
17:30
17:45
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

Service Type

Estimated Labor Hours

Reminder Method

Reminder Days Before

Reminder Send Time

0:00
0:15
0:30
0:45
1:00
1:15
1:30
1:45
2:00
2:15
2:30
2:45
3:00
3:15
3:30
3:45
4:00
4:15
4:30
4:45
5:00
5:15
5:30
5:45
6:00
6:15
6:30
6:45
7:00
7:15
7:30
7:45
8:00
8:15
8:30
8:45
9:00
9:15
9:30
9:45
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
17:30
17:45
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

NaN of 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

0:00
0:15
0:30
0:45
1:00
1:15
1:30
1:45
2:00
2:15
2:30
2:45
3:00
3:15
3:30
3:45
4:00
4:15
4:30
4:45
5:00
5:15
5:30
5:45
6:00
6:15
6:30
6:45
7:00
7:15
7:30
7:45
8:00
8:15
8:30
8:45
9:00
9:15
9:30
9:45
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
17:30
17:45
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

NaN of 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

NaN of 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

NaN of 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

NaN of 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)

Download as PDF Download as Excel (.xlsx) Download as CSV (.csv)
Excel vs ChecklistGuro Comparison Paper vs ChecklistGuro Comparison
Automotive Management More about our this Template

Found this Checklist Template helpful?

Automotive Management Solution

Facing production bottlenecks, quality control challenges, or supply chain disruptions in your automotive manufacturing? ChecklistGuro's Work OS platform provides a powerful solution for optimizing your entire production process, from design and engineering to assembly and delivery. Improve efficiency, reduce costs, and ensure quality. Learn how ChecklistGuro can revolutionize your automotive manufacturing!

Automotive Management Features

Related Checklist Templates

undefined

Automotive Dealership Security Audit Checklist

undefined

Automotive Customer Loyalty Program Management Checklist

undefined

Automotive Electric Vehicle (EV) Charging Station Maintenance Checklist

undefined

Automotive Data Privacy Compliance Checklist

undefined

Automotive Collision Repair Estimate Checklist

undefined

Automotive Refurbishment Process Checklist

undefined

Automotive Workshop Health and Safety Checklist

undefined

Automotive Sales Team Performance Tracking Checklist

All Automotive Checklist Templates

We can do it Together

Need help with Checklists?

Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.

Email Address
How can we help?
Solutions ERP - Enterprise Resource Planning CRM - Customer Relationship Management WMS - Warehouse Management System SCM - Supply Chain Management MRP - Material Requirements Planning BOM - Bill of Materials Management HRM - Human Resources Management Project Management Task Management Case Management Facility Management Maintenance Management Inventory Management Support Management Audit/Inspection Management Farm Management Waste Management Mining Management Auto Repair Shop Management Flower Shop Management Dental Management Event Planning Management Public Transport Management Survey Management
Industries Manufacturing Automotive Construction Agriculture Logistics Energy Insurance Retail Hospitality Real Estate Healthcare Pharmaceutical
Resources Who are We? Contact Us Pricing ROI Calculator Affiliate Program Documentation Templates Blog Industries Solutions
Terms of ServicePrivacy Policy
© Copyright checklistguro.com