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A New DealersEdge Guide:
Dealership Management Checklists

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How Savvy Dealership Managers Stay On Task… On Track… and…On Time


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Hard Copy Format Shipping is FREE to U.S. & Canada

Members Download PDF at No Charge Here

Successful auto dealerships are run on well-thought-out processes, executed by diligent and conscientious managers.


Checklists can assist managers by helping to assure that no steps in the process are skipped or neglected.

This DealersEdge Guide contains multiple examples of checklists… recommended by a team of DealersEdge Expert Industry Contributors… each a recognized authority if their area of interest.

Exhibits and Sample Checklists by Chapter:

For General Managers:

  • GM’s Daily Plan Checklist

  • Weekly Checklists

  • Expense Review

  • Quarterly Checklists

  • Fixed Ops Review

  • Forecasting

  • Production Ratios

  • Problem Area Analysis

  • Lead Productivity Analysis

  • Vital Measurements Review

  • Benchmarks and Guides

For Service Managers:

  • Drivers of Service Perf.

  • Daily Checklists

  • Weekly Checklists

  • Mid & Monthly Checklists

  • Quarterly Checklists

  • Annual Checklists

Process- Physical Parts Inventory:

  • 30-60 Days Prior to Count

  • 10 Days Prior

  • 2 Days Prior

  • 1 Day Prior

  • On Day of Physical Count

Dealership Cyber-Defense:

  • Best Practices

For Service Advisors:

  • Advisor Tasks Overview

  • Before Beginning the Day

  • Open for Business- Phones

  • Open for Business- Greeting

  • Multipoint Insp. Process

  • Dispatching

  • Pre-Invoicing

  • Customer Pick Up

  • Weekly Follow-Up

  • Monthly Follow-Up

For CFOs, Controllers & Accounting Managers:

  • Daily Accounting Checklists

  • Weekly & Bi-Weekly

  • Monthly Checklists

  • On Going Financial Review

  • Month-End Closing

  • Quarterly Checklists

  • Annual Checklists

  • End-of-Year Checklists

  • Start of the New Year

  • New Acct Numbers to the GL

  • Accounts Payable

  • Disaster Plans

  • Equipment & Building

  • Compliance Training

  • CPA End-of-Year Reporting

  • Contracts

  • Human Resource Records

For Parts Inventory Managers:

  • Parts Mgr Checklist Overview

  • Daily Reports Review

  • Weekly Reports Review

  • Auto Stock Replenish- Mgt

  • Inventory Gross Turns

  • Technical Obsolescence Mgt

Warranty Audit Prep:

  • OEM Compliance

For BDC Managers:

  • Overview and Staffing

  • Building a Solid Foundation

  • Compensation Issues

  • Showroom Interactions

  • Training

  • Mastering Phone Ups

  • Opportunities in Service

Members Only Price $196
Hard Copy Format Shipping is FREE to U.S. & Canada

Members Download PDF at No Charge Here

© 2023 DealersEdge LLC

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