Delivery Day Checklist — AutoKnerd
From the AutoKnerd Podcast · Delivery

Delivery Day Checklist

A one-page sequence for making delivery the last great impression, so the customer remembers your name and comes back. Includes a 15-minute rollout for your next sales meeting.

Instant win:Today, any deal that waits on finance gets its delivery walkthrough started before the customer sits down with the finance manager, not after.

Why this matters

Two goals at delivery.

A great last impression

The customer has to remember who you are. If they do not, they never come back to you.

A customer who stays busy

A bored customer gets frustrated, then angry, then hands you a survey about wait time. An engaged brain makes time move differently.

A handoff to service

Service is the primary revenue generator of an established store. Retain the customer there and your closing ratio goes up the next time.

The delivery sequence

Run these in order. Tick them off on every deal.

Before finance
Goal: use the 45 minutes to an hour

DoIf finance will take a while, start delivering now. Pull an equal or lesser trim than the one they bought (never a higher trim they cannot have) and cover the basics: the computer, the radio, the owner's manual (most are digital or on the manufacturer's site). You do not need to program anything yet. If finance falls through, you have spent that hour showing why this is the right vehicle, and they will remember the good service.

Do not park them in front of the TV
Goal: keep the brain active

WhyI lost the wait-time survey when he walked away and played a handheld game. Customers who stayed engaged did not punish him. Boredom turns to frustration, then anger, then a bad survey.

After finance
Goal: be the safe person

SayIf they come back rattled from finance: "It's okay, this is just what buying a car is like. Come on with me and let me teach you some cool stuff about your car." Your needs assessment is what makes you the safe one.

Hot lap, then manager
Goal: verify the car before they see it

DoWalk the vehicle. Look for leftover soap, dirt, a scratch, packaging, plastic or rubber bands. If there is damage, go to your manager first and get the solution before you tell the customer.

The presentation
Goal: cover their five to seven things first

DoStart with the five to seven items the customer said they needed, from your needs assessment notes (keep them on paper or scan them). Then cover the items the manufacturer asks you to deliver on., missing one of their five to seven is how you get hammered on functionality surveys.

Do not touch the car
Goal: make it stick

Say"Here's the key. Push that button on the door." Adults are physical learners. Hand them the key, the start button, the lever. Do not try to cover everything, because the brain holds only about five to seven things in an hour.

Phone and connected apps
Goal: a launching pad, not a lecture

DoPlug their phone in and show them the phone, text and maps buttons, then the voice button. For connected-car apps, cover only what they got excited about (for example, starting the car from the phone). It is like delivering a second car on top of the first.

Walk-out and service intro
Goal: they never have to come back inside

DoWalking them to the car is the last thing you do. Never bring them back in for paperwork. If a manager needs a signature, the manager walks out. Introduce them to their service writer in person and make sure the writer knows this is your customer.

Photo, then follow-up
Goal: positive feelings before the survey

DoTake a photo of you, the customer and the new car. If you know when the survey hits, send them the photo a day or a few days after delivery, before the survey lands., people do not hurt friends on surveys.

Found damage? It is not the customer's problem

Fix it before they see it, and bring the solution with you.

Skip this

"Oh, there is a scratch. Sorry, can you come back in?"

It makes the problem theirs, kills the survey and costs you the next deal.
Say this

"On Thursday our paint guy is in. I'll drop a vehicle off for you that day so you're never without a car."

Manager decides the fix first. The customer should not pay for it or be stranded.

Manager rollout: 15 minutes

Run it in this week's sales meeting.

Weekly inspection

Inspect the behavior, not the result. Surveys are the lagging number.

ConsultantDeliveriesStarted pre-financeFive to seven items coveredService intro donePhoto sent

Want this to run itself?

AutoKnerd gives each rep a 5-minute daily practice rep on their weakest customer habit, and managers see it all in one dashboard. I'm opening a few one-store, 90-day pilots.

See how the pilot works and book 20 minutes with me.

See the pilot

Andrew Sardone, host of the AutoKnerd Podcast · andrew@autoknerd.com

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