Worksheet

Dealership lead-to-delivery map

A map of one vehicle sale from enquiry and test drive through booking, finance, documents and invoice to the first service reminder, marking where each record lives today. Use it to find the handovers where leads, finance papers and exchange valuations go missing between the sales desk, the accounts office and the workshop.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to Automate an Auto Dealer Business”, www.gullysystem.com/blog/how-to-automate-an-auto-dealer-business