Drive Consistency, Profit, and Peace of Mind
DEALERSHIP PROCEDURE CHECKLISTS
117 editable, step-by-step processes across Sales, Service, Parts, Accounting, Marketing, HR, IT/Compliance, and Executive management
Hard Copy and PDF Available
Price $497 - Shipping is FREE
DealersEdge Member Price is $297 MORE INFO
Standardize what “good” looks like at your store and repeat it every day. The DealersEdge Dealership Procedure Checklists give managers a complete, practical system for running Sales, F&I, Service, Parts, Accounting, BDC, HR, and IT/Compliance with clarity and control. Each checklist spells out the who/what/when of a process (owner, steps, frequency, evidence, sign-off) so you cut rework, speed month-end, reduce chargebacks, prevent shrink, and protect CSI.
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What makes this volume a must-own is the ready-to-use Excel files included on the packaged USB flash drive. Open, edit, and brand each checklist to fit your rooftop. Add assignees, due dates, links to proof, and status columns; print for the lane, or track digitally for accountability and audit readiness (useful for OEM programs and the FTC Safeguards Rule). Roll out updates across multiple rooftops in minutes and onboard new managers with confidence no reinventing the wheel.​​
Use these checklists to:
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Create consistent SOPs across departments
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Speed training and cross-coverage when people are out
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Document compliance and tighten internal controls
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Align teams on priorities that drive profit and customer trust
Turn chaos into a playbook. With this guidebook and its editable Excel toolkit, every process becomes visible, owned, and done right the first time and every time.
TABBED FOR EASY REFERENCE
TABLE OF CONTENTS
Preface 11
Chapter 1 The Power of Checklist Management 13
Chapter 2 Checklists- Sales- Lead Management 33
Chapter 3 Checklists- Sales- Showroom Process 55
Chapter 4 Checklists- Sales- Vehicle Delivery Process 77
Chapter 5 Checklists- F & I Process 95
Chapter 6 Checklists- BDC Process 123
Chapter 7 Checklists- Service Department Processes 139
Chapter 8 Checklists- Parts Department Processes 165
Chapter 9 Checklists- Marketing and Advertising- All Channels 183
Chapter 10 Checklists- The Customer Experience & Retention Efforts 205
Chapter 11 Checklists- Human Resources & Training 223
Chapter 12 Checklists- Accounting & Back Off ice Administration 241
Chapter 13 Checklists- Vehicle Inventory Management 263
Chapter 14 Checklists- IT Systems & Compliance 283
Chapter 15 Checklists- Management & Performance for Senior Management 299
Hard Copy and PDF Available
Price $497 - Shipping is FREE
DealersEdge Member Price is $297 MORE INFO
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