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Paperwork problems from Sales People

AI Summary

Sales professionals frequently fail to complete essential paperwork correctly—commonly forgetting stipulations, trade appraisals, credit applications, signed buyer's guides, and privacy notices—creating extra work for desk managers. While some dealers report relatively few errors (95-98% accuracy), the consensus is that these mistakes reflect broader issues with process and accountability rather than isolated oversights. The key insight is that implementing a structured checklist process before deals move forward, combined with accountability from management, is essential to preventing paperwork problems at the source.

How often does your sales staff forget some paperwork on a deal before the customer goes to F&I?

  • My staff is perfect - they never forget paperwork

    Votes: 1 11.1%
  • My staff averages at least 1 form per deal missing

    Votes: 3 33.3%
  • My staff averages about 2 forms missing per deal

    Votes: 0 0.0%
  • I have to tell my staff what to do every single deal - they're learning disabled

    Votes: 4 44.4%
  • N/A - Managers, the CRM, or Admins print paperwork before the customer goes to F&I

    Votes: 1 11.1%

  • Total voters
    9

Alex Snyder

President Skroob
Staff member
May 1, 2006
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Alex
It always amazed me how difficult it was for my coworkers to rarely get their paper work right when selling a car. Sure, I could understand not getting a stip together because they don't happen all that often, but to forget a trade appraisal form, the credit application, or a signed privacy act notice - these kind of things always shocked me.

What are some of the common paper work problems you have seen?
 
Trade appraisals, license copies, signed purchase orders, credit apps missing info, we owe slips, correct mileages invoice copies etc.......

Without these mistakes by salespeople the average desk manager would have nothing to talk about in their "sales" meetings:rofl:
 
Don't know about the perfect deal nor the forget one thing every time. My folks would occasionally forget something when it came to paperwork but 95-98% time they had it right. F&I might want more clarification on POI or perhaps more references, but that was about it.
 
Why is it so hard. Question is; if they cant something as simple as this right what else are they not getting right. It's process and accountability. 2 things most dealers fail at.

Agreed. My experience is that a specific process that stops missing paperwork before the deal moves forward becomes part of the sales process. Accountability starts at the top.
 

✨ AI Highlights

Sales professionals frequently fail to complete essential paperwork correctly—commonly forgetting stipulations, trade appraisals, credit applications, signed buyer's guides, and privacy notices—creating extra work for desk managers. While some dealers report relatively few errors (95-98% accuracy), the consensus is that these mistakes reflect broader issues with process and accountability rather than isolated oversights. The key insight is that implementing a structured checklist process before deals move forward, combined with accountability from management, is essential to preventing paperwork problems at the source.

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