New Auto Client Checklist
4.8/5 with 82 votes
Table of Contents
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- 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
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Presented by:
Taylor Peterson
Stats
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Views: 44
Uses
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Uses: 0
Tasks
24
Tasks: 24
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 it
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.
Rate this Checklist
5 stars
Scores 4.80 with 82 votes