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Management Forms

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These are Stand-a-lone products that are available to Non Dealer Members, you do not have to have a membership to purchase these.  Expand your Knowledge & Skills  through Continued Education.   All of these are available to Dealer Members as part of your Membership, another reason to join our ranks of Sales Professionals.  Make your selections, add them to the cart and Pay with a Credit card Securely through PayPal.

Management Forms

Deal-Jacket-Cover-Sheet-2

Deal Jacket Cover Sheet – 2

Use this for every Deal Jacket Folder, staple a blank copy to each deal.  As you work the deal and bring it to a close this tool will help to verify the essentials needed for completing the car deal.  Don’t miss things again, keep track and keep moving forward.

 

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Deal Jacket Cover Sheet

Use this for every Deal Jacket Folder, staple a blank copy to each deal.  As you work the deal and bring it to a close this tool will help to verify the essentials needed for completing the car deal.  Don’t miss things again, keep track and keep moving forward.

Form Details »

Used Vehicle Purchase Voucher – Employee

Used Vehicle Purchase Voucher – Employee

This form is used if your Dealership has an incentive for your employees to help find good used vehicles.  When an employee finds a vehicle for sale that they think may work for your dealership they provide your management with this formed filled out with the needed vehicle and contact info.

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My Day Planned for Success

My Day Planned for Success

This is a one page Daily Activity Planner designed to keep salespeople on track and on task.  It should be printed out daily and used.

It gives a 5-Step Daily Plan for Salespeople to work off of and a time frame for doing it.

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Save a Deal Log Sheet

Save a Deal Log Sheet

Save a Deal is a Meeting that Sales Managers, F&I Managers and at times salespeople have to go over the past few deals that have been written up to see what they can do to move it forward.  You are looking for Bank Options, Trade Values, More Cash Down, Co-buyers and such.

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