Mission-Critical Business Continuity
Manual Processes For Every Department
Sales and F&I
Customer Information Collection:
• Use a pre-printed Customer Information Sheet to record customer details such as name, contact information, and vehicle or boat preferences. • Capture any lead information manually and note down specific interests or inquiries.
Sales Documentation:
• Fill out a Manual Sales Agreement form to document the vehicle or boat details, pricing, trade-in information, and any additional sales conditions.
• Use a Unit Inspection Form to note any visible conditions or damage on trade-ins or new sales. • Print out a manual Four-Square Desking Worksheet to use to work deals with your customers.
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The Next Frontier of RV Dealership Management
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