Dealer Call Checklist

0Workflow

1Customer profile

2Call checklist

Select a workflow to begin. A customer ID will be generated before the checklist loads.

📋

New Consultation

SKC-T?-XXXX

First contact. No purchase commitment yet.

🤝

Purchase Order

SKP-T?-XXXX

Customer is ready to buy. Full concierge.

🔄

Convert to Purchase

SKC → SKP

Consultation customer moving forward. Keeps same ID number.

Customer ID

—

Who are you? — saved in your browser

Your name (rep)

Customer status

Current status for this customer

Customer info

Customer name

Customer phone

Customer email

Customer state

Customer city

Zip code

Target vehicle

Year

Make

Model

Trim

Color / exterior / interior notes (optional)

Dealer being called

Dealer name

Dealer state

Dealer city

Purchase conditions — select all that apply

Service tier

Has the customer test driven this vehicle?

Not yet

Yes — test driven

Ordering without test drive

Does the customer qualify for any manufacturer rebates?

Unknown — needs research

Yes — qualifies

No rebates available

Is the customer putting money down?

No down payment

Yes — has down payment

Is the customer local or out of state from this dealer?

Local (same state)

Out of state

How is the customer paying?

Financing

Cash

Lease

Does the customer have a trade-in?

No trade-in

Yes — has a trade-in

How specific is the customer on the vehicle?

Exact spec

Flexible (open to alternatives)

Is this a rare, high-demand, or luxury vehicle?

Standard / common

Rare / high-demand / luxury

Does the customer need shipping / transport?

Customer will pick up

Needs shipping arranged

Applicable discount?

None

Military / Veteran

First Responder

Student