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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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You may also be interested in:

Guide: How to Deliver the Top-Notch Customer Experience See the guide
Guide: The Secret to Effective Parts Inventory Counting See the guide
How to Evaluate Dealer Management Systems See the guide

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