Pre-Sale Discovery: Know What They Actually Need
You're sitting across from a contractor who just bought three work trucks from another dealer. They're frustrated. The upfitting took twice as long as promised....
Fleet Pricing vs. Retail Margin: The Checklist That Actually Works
Most dealers price fleet deals the same way they price retail, then wonder why their used vehicle line profit tanks when the year ends. They eyeball a margin, s...
The Fleet Account Acquisition Checklist That Actually Works
It's 7 a.m. on a Tuesday. Your sales manager walks in with news: the city's public works department just put out an RFP for 12 new pickup trucks. Your competito...
The Parts Counter AR Checklist That Actually Works (And Fixes Your Cash Flow)
Most dealership controllers will tell you their accounts receivable aging report is a nightmare. Then they'll tell you they're not actually using it. That's th...
Property and Casualty Insurance Audits: The Checklist That Actually Works
Most dealership insurance audits fail because they're built on spreadsheets and memory instead of a system. Your office manager gets a call from the adjuster, s...
The Dealer Composite Report Checklist That Actually Works
Back in 1980, when most dealerships still tracked inventory on notecards and floor plan balances in leather journals, a general manager could know exactly where...
The Cash Flow Forecasting Checklist That Actually Works for Dealerships
Most dealership controllers and office managers sit down once a month, pull last month's P&L, squint at the numbers, and cross their fingers that cash doesn't d...
Pack and Holdback Transparency: The Checklist That Actually Works
The Pack and Holdback Transparency Problem (And Why Your Checklist Keeps Failing) You know that moment when your controller walks into your office with a confu...
Parts and Service Reconciliation Checklist That Actually Works for Dealerships
Back in the 1970s, when most dealerships still kept their books by hand, a parts and service reconciliation meant one person sitting at a desk with a ledger, a ...
The Complete Checklist for Dealership Chart of Accounts Cleanup
You're staring at your December financial statement, and something feels off. The numbers don't quite line up with what your gut tells you about the business. Y...
The Floor Plan Interest Management Checklist That Actually Works
Most dealerships are bleeding money on floor plan interest and don't even realize it. You've got six figures sitting on your lot right now. Maybe more. And eve...
Dealership Gross Profit Reporting by Department: A Checklist That Actually Works
Most dealership controllers will tell you they spend half their month chasing down numbers that should've been locked in by day five. Gross profit reporting by ...