Monthly Checklist Every Dealership Owner & Manager Should Use
We compiled a list of items that you can perform each week to make your business more efficient – based on the recommendations from various dealership experts.
This list is in no way complete and your own specific requirements may alter it.
Week 1:
- Review sales monthly goals with sales managers/salespeople
- Review parts sales goals with managers
- Review service sales goals with managers
- Review debtors, warranty debtors and retail WIP
- Outstanding warranty claimed/not claimed – no unclaimed over 10 days
- Current sales lead distribution and follow-up
- Cash report – anticipated cash flow, current cash and upcoming major expenses
Week 2:
- Biweekly manager meeting
- Outstanding warranty claimed/not claimed – no unclaimed over 10 days
- Negative and returnable/obsolete parts review
- Monthly/quarterly financial review
- Dealership owned service tools inspection
- Current sales lead distribution and follow-up
- Cash report – anticipated cash flow, current cash and upcoming major expenses
- Strategic business operation planning
- Marketing plan update and follow-through
Week 3:
- Outstanding warranty claimed/not claimed – no unclaimed over 10 days
- Machinery stock review
- Set sales monthly goals with sales managers/salespeople
- Set parts sales goals with managers
- Set service sales goals with managers
- Current sales lead distribution and follow-up
- Cash report – anticipated cash flow, current cash and upcoming major expenseWeek 4:
- Biweekly manager meeting
- Outstanding warranty claimed/not claimed – no unclaimed over 10 days
- Strategic market planning
- Current sales lead distribution and follow-up
- Lost sales – Sales department
- Lost sales – Service department
- Cash report – anticipated cash flow, current cash and upcoming major expenses
- Company vehicle inspection
Daily:
- Recent customer delivery follow-up call
- Recent service customer follow-up call
- Daily walkaround – wholegoods yard, service bays, stores, showroom, offices, toilets, break area, filing and store rooms – choose 2 daily
- Check Facebook, Twitter, LinkedIn, website and other social marketing accounts
- Daily service meeting – 10 minutes; be sure to review goal progress daily
- Sales meeting – 10 minutes; be sure to review goal progress
- Daily office meeting– 10 minutes; be sure to review goal progress
- Find someone in the dealership that has gone above and beyond and recognise them – pat on the back, thank you, etc. Not a big production, usually done during the walkaround
- 10 minutes of contemplation – no interruptions
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