Automotive Lease Renewal Process Checklist
Don't lose valuable customers! This Automotive Lease Renewal Process Checklist ensures a smooth and proactive lease return experience, maximizing retention and uncovering new sales opportunities. Simplify renewals, boost customer satisfaction, and recapture revenue. Download now!
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Lease Expiration Review & Customer Contact
Initial steps to identify eligible customers and initiate communication regarding lease renewal options.
Lease Expiration Date
Remaining Lease Days (Calculated)
Initial Contact Method
Contact Person (First Name)
Contact Person (Last Name)
Contact Notes (Initial Communication)
Customer Response Status
Vehicle Condition Assessment
Documentation of vehicle condition, mileage, and any potential wear and tear.
Current Mileage
Exterior Damage Description
Interior Condition Notes
Tire Condition
Overall Vehicle Condition
Exterior Photos
Interior Photos
Renewal Proposal Generation
Creating a personalized lease renewal proposal based on customer data and current market conditions.
New Lease Payment Amount
Down Payment (if applicable)
Lease Term (Months)
Mileage Allowance (Annual)
Notes/Special Considerations
Effective Renewal Date
Customer Proposal Presentation & Negotiation
Presenting the renewal proposal to the customer, addressing questions and negotiating terms.
Summary of Proposed Changes (vs. Current Lease)
New Monthly Payment Amount
Mileage Allowance (New)
Preferred Vehicle Option (if applicable)
Date of Proposal Review with Customer
Customer Initial Reactions/Concerns
Customer Acknowledgement of Proposal
Lease Agreement Finalization & Paperwork
Finalizing the lease agreement, completing necessary paperwork, and securing customer signature.
Customer Signature
Sales Representative Signature
Agreement Date
Security Deposit Amount
Sales Tax Rate
Copy of Driver's License
Vehicle Preparation & Delivery
Preparing the vehicle for delivery, including detailing and any necessary maintenance.
Detailing Notes
Odometer Reading (Post-Detail)
Service/Maintenance Completed (Pre-Delivery)
Post-Detail Photos
Delivery Scheduled Date
Delivery Scheduled Time
Delivery Technician Signature
Post-Renewal Follow-Up
Contacting the customer after the renewal to ensure satisfaction and address any concerns.
Follow-Up Date
Communication Method
Notes on Customer Interaction
Customer Satisfaction Score (1-5)
Resolution Required?
Description of Resolution (if required)
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