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Building a Dealership Process That Runs by Design
Guide to Retail Auto Standard Operating Procedures
Actionable strategies for creating and maintaining dealership SOPs, along with over 100 sample policies and templates tailored to real-world conditions across every major department.
Transform your dealership’s operations, leadership, and long-term value with this comprehensive Guide to Retail Auto Standard Operating Procedures. Building a Dealership That Runs by Design is your go-to resource for reducing chaos, increasing consistency, and building a business driven by systems—not personalities.
Inside, you’ll find actionable strategies for creating and maintaining dealership SOPs, along with over 100 sample policies and templates tailored to real-world conditions across every major department:
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Sales & F&I: Lead handling, test drives, compliance, menu selling
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Service & Parts: Repair order creation, inspections, inventory control
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BDC & Marketing: Call scripts, lead follow-up, campaign management
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HR & Training: Onboarding, payroll, safety protocols, handbook structure
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Accounting & Admin: Deal posting, month-end, tax remittance
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IT & Compliance: CRM access, eSignatures, privacy policies
TABBED FOR EASY REFERENCE
TABLE OF CONTENTS
Preface – Why This Guide Matters: Guardian of the Process
1 – Strategic Value of SOPs for Auto Dealerships
2 – Keeping SOPs Alive: When to Review and Update
3 – SOP Projects Without Over-Taxing the Team
4 – The SOP Library as a Helpful Resource
4a – Index of SOP Statements by Area of Responsibility
4.1 – Sales Department: Lead Management (100 Series)
4.2 – Sales Department: Showroom Process (200 Series)
4.3 – Sales Department: Vehicle Delivery (300 Series)
4.4 – Finance & Insurance Process (400 Series)
4.5 – Business Development Center (500 Series)
4.6 – Service Department Operations (600 Series)
4.7 – Parts Department Operations (700 Series)
4.8 – Marketing & Digital Operations (800 Series)
4.9 – Customer Experience & Retention (900 Series)
4.10 – Human Resources & Training (1000 Series)
4.11 – Accounting & Office Administration (1100 Series)
4.12 – Inventory Management (1200 Series)
4.13 – IT Systems & Compliance (1300 Series)
4.14 – Senior Management & Reporting (1400 Series)
Hard Copy and PDF Available
Price $497 - Shipping is FREE
DealersEdge Member Price is $297 MORE INFO
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