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New Auto Client Checklist
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Scores 4.83 with 82 votes
Automotive
24 tasks
By
Taylor Peterson
Table of Contents
Save
Mandatory Documents
New Client Folder with Bill of Rights, Expectations, ID Card Jacket with contacts sticker and Accident Report guide
Regional Signature Document
Copy of Drivers License
Rental Reimbursemnt Disclosure
Copy of Drivers License
Proof of Insurance
If Applicable Docs
Academic Achievment Documentation
Defensive Driviing Certificate
Voided Check & Pac Agreement
Steer Clear Doc
Academic Achievment Doc
Proof of Purchase
Selection Rejection Doc (PIP, Med)
Appointment Completion Docs
Red Folder and follow up appt.
2 addl products quoted (please write type)
Conclusion
Send new client survey
Start New Client SMP with referral gift
Hit sale button in prospector
Thank you Letter
Scan Docs in app & Electronic File
Save
Useless
Poor
Ok
Good
Excellent
Excellent.
Scores 4.83 with 82 votes
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