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

Download or Print this New Auto Client Checklist

Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.

Who it's for

This New Auto Client Checklist is for teams that want consistent execution, less rework, and clear ownership.

Standardize quality - run the same New Auto Client steps every time, regardless of who executes
Save time - reuse a proven New Auto Client workflow instead of rebuilding processes from scratch
Improve accountability - assign owners and see what's done vs. what's pending
Onboard faster - use the New Auto Client checklist as the SOP and training guide
Coordinate across roles - handoffs are clear and everyone works from the same source of truth

How to use this New Auto Client Checklist:

Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
Reuse without rebuilding - when New Auto Client comes up again, start from your saved version and run it with clear ownership.

5 stars

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