Monthly Check List for Owners and General Managers

Monthly checklist for dealersThrough the years of managing a dealership, I compiled a list of items to perform each week that I thought you might find useful. The list would then be strategically placed on my calendar.

This list is in no way complete and your own specific requirements may alter it.

Week 1:

  • Review Sales Monthly goals with Sales Managers/Sales people
  • Review Parts and Accessory sales goals with Manager
  • Review Service Sales goals with Manager
  • Review AR with Accounting and Warranty AR, Retail Repair Orders
  • Outstanding Warranty claimed /not claimed – no unclaimed over 10 days
  • Electronic leads distribution and follow-up
  • Cash Report – anticipated cash flow, current cash, and upcoming major expenses, Contracts in Transit, Floor plan Payments

Week 2:

  • Biweekly Managers Meeting
  • Outstanding Warranty claimed /not claimed – no unclaimed over 10 days
  • Obsolete parts Review
  • Accessory Store Inventory review -New items for Accessory store
  • Monthly, Quarterly financial review
  • Dealership owned Service Tools inspection – Air Compressor
  • Electronic leads distribution and follow-up
  • Cash Report – anticipated cash flow, current cash, and upcoming major expenses, Contracts in Transit, Floor plan Payments
  • Marketing plan update and follow-through
  • Strategic Business operation planning

Week 3:

  • Outstanding Warranty claimed /not claimed – no unclaimed over 10 days
  • Contracts in Transit
  • Sales Inventory Review
  • Set Sales Monthly goals with Sales Managers/Sales people
  • Set Parts and Accessory sales goals with Manager
  • Set Service Sales goals with Manager
  • Electronic leads distribution and follow-up
  • Cash Report – anticipated cash flow, current cash, upcoming major expenses, Contracts in Transit, Floor plan Payments

Week 4:

  • Biweekly Managers Meeting
  • Outstanding Warranty claimed /not claimed – no unclaimed over 10 days
  • Contracts in Transit
  • Strategic Market planning
  • Electronic leads distribution and follow-up
  • Lost sales – Sales Department
  • Lost sales – Accessory Store / Service
  • Cash Report – anticipated cash flow, current cash, upcoming major expenses, Contracts in Transit, Floor plan Payments
  • Company Vehicle inspection

Daily: 

  • Recent Customer delivery follow-up call
  • Recent Service Customer follow-up call
  • Daily walk around – Sales Lot, Service Bays, Warehouse, Showroom, Offices, Washrooms, break area, closets and utility rooms – choose 2 daily
  • Check Facebook, Twitter, LinkedIn, website, 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 dealership that has gone above and beyond and recognize them, pat on the back, thank you, etc.  Not a big production, usually done during walk around
  • 10 minutes of contemplation – no interruptions

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