Pre-Work Checklist
Dealership Name
Secret shop completed
Dealer Observation Form completed
Experian report pulled
All agreements completed (DAG, TPAs, AutoPay Plus)
Agreements sent to TPAs and AutoPay Plus for setup
Create cost basis for product installation (packs, fees, etc.)
Verified portal access for remits
Brochures and collateral ordered for all products to be installed
Product code changes in DMS for all products
Coordinate GPS install/training (if applicable)
Order all pre-load/post-sale products (Lucas, Red Alert, GPS, etch, etc.)
Coordinate iTapMenu training date with Dominick Volpe
Coordinate DAG training (DAG Academy, virtual, in-person)
Discuss technology needed for presentations (iPads, etc.) with leaders
Review and add all key personnel to iTapMenu and verify invitations were accepted
Schedule install with owner/managers (all hands on deck)
Send detailed install schedule to owners/managers at least one week before start
Verify product brochures have been received for all new products
Verify all products are working in iTapMenu and costs are correct
Build training binder
Add HubSpot reminder 90 days out for follow-up
Notify Amy of new dealer and all products
Date all items completed
-
Month
-
Day
Year
Date
SIGNATURES
By signing below you agree that all pre-work has been completed prior to install.
DAG Director of Sales
DAG VP of Sales
Director of Sales Email
Continue
Continue
Should be Empty: