Install Checklist
The business plan and schedule should be completed prior to this step.
Dealership Name
Install Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Meet with owner/managers to cover schedule and have “law” conversation
Meet with each department 1:1 to review impact to current workflow
Train DAG Sales Process and provide written steps
Train DAG Desking Process and provide written steps
Train DAG F&I Process and provide written steps
Ask owner/managers for permission to remove collateral from old products
Meet with DMS administrator to make code changes
Review all new products with Finance Department
Review iTapMenu with Finance and Desk (if applicable)
Build sample menus and templates with all personnel that use iTapMenu
Review binder with Finance team
Review all products with Sales team
Review the remit process with office personnel
Review claims process with Service team and deliver laminates
Set up contact person for claims at TPAs by Zoom for introductions
Work with GPS installer (if applicable)
Verify all etch, Red Alert, GPS, Lucas Oil supplies were received
Work with who will install pre-loads and/or Lucas ceramic at the dealership
Circle back each day with owner/managers for recap
SIGNATURES
By signing below you agree that all install work has been completed.
DAG Director of Sales
DAG VP of Sales
DAG Director of Sales Email
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