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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:

How to Embrace Customer Engagement During the Pandemic See the guide
How to Evaluate Dealer Management Systems See the guide
How to Motivate Employees to Succeed at Your Dealership See the guide

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