Appraisal & acquisition

• APR-01 Appraisal Logevery appraisal Used BuyerSales Manager
• APR-02 Appraisal Worksheetevery appraisal Used Buyer
• APR-03 Condition Grade Sheetevery appraisal Used Buyer
• APR-04 Service-Lane Written Trade Offerper unit Used BuyerSales Manager
• APR-05 Private-Party Contact Trackerweekly Used Buyer
• APR-06 Wholesale Target Listmonthly Used Buyer
• APR-07 Auction Ceiling Sheetweekly Used Buyer

Inventory & aging

• INV-01 Retail-Ready Checklistper unit Used Buyer
• INV-02 Recon Spend Authorizationper unit Used Buyer
• INV-03 Aging Disposition Recordweekly Used BuyerSales Manager
• INV-04 Exit Recordper unit Used Buyer
• INV-05 Four-Rooftop Transfer Sheetper unit Used Buyer
• INV-06 Non-Current Action Listweekly Sales Manager
• INV-07 Days Supply & Mix By Segmentmonthly Sales Manager
• INV-08 Listing Quality Auditweekly, and on every unit past 30 days Used BuyerSales Manager

Desking & deal integrity

• DSK-01 Save-A-Deal Sheetdaily Sales Manager
• DSK-02 Deal Jacket Checklistper unit Sales Manager
• DSK-03 We-Owe Logweekly Sales Manager

Management rhythm & scorecards

• MGT-01 Manager's Weekly Calendarweekly Sales Manager
• MGT-02 Funnel Worksheetmonthly Sales Manager
• MGT-03 One-on-One Activity Reviewweekly Sales Manager
• MGT-04 OEM Objective Boardmonthly Sales Manager
• MGT-05 Buyer's Weekly Scorecardweekly Used BuyerSales Manager
• MGT-06 Sourcing Channel Scorecardmonthly Used Buyer

Sales rep discipline

• SLS-01 Daily Activity Logevery shift Sales
• SLS-02 Follow-Up Cadence Trackerper active lead Sales
• SLS-03 Trade Walk Quick-Sheetevery trade walk Sales
• SLS-04 Objection Logas objections come up Sales
• SLS-05 Personal Funnel Scorecardmonthly, or after any 30-day stretch Sales

Service department

• SVC-01 Daily Capacity & Dispatch Boarddaily Service Manager
• SVC-02 Technician Efficiency Scorecardweekly Service Manager
• SVC-03 Advisor Inspection Checklistweekly, per advisor Service Manager
• SVC-04 Comeback Root-Cause Logevery comeback Service Manager
• SVC-05 Warranty Claim Trackerevery warranty RO Service Manager
• SVC-06 Escalation Logevery escalation Service Manager
• SVC-07 CSI Recovery Follow-Upevery low score Service Manager
• SVC-08 Department Weekly Scorecardweekly Service Manager

Parts & Accessories department

• PAM-01 Daily Counter Coverage & Rear-Counter Dispatchdaily PAA Manager
• PAM-02 Inventory Turn & Obsolescence Reviewmonthly PAA Manager
• PAM-03 Special Order Trackerongoing, reviewed weekly PAA Manager
• PAM-04 Counter Associate Inspection Checklistweekly, per associate PAA Manager
• PAM-05 Core / Warranty Return Logongoing, reviewed weekly PAA Manager
• PAM-06 Cycle Count & Shrink Logweekly, rotating section PAA Manager
• PAM-07 Cross-Department Handoff Trackerweekly PAA Manager
• PAM-08 Department Weekly Scorecardweekly PAA Manager

General Manager — store-wide

• GM-01 Store Weekly P&L Scorecardweekly General Manager
• GM-02 Department Manager Accountability Reviewmonthly General Manager
• GM-03 Capital, Floorplan, And Spending-Authority Referencemonthly General Manager
• GM-04 OEM Facility Standards & Exclusivity Compliance Checklistmonthly General Manager
• GM-05 Store Marketing & Advertising Budget Allocationmonthly General Manager
• GM-06 Authority & Escalation Logmonthly General Manager
• GM-07 CSI & Reputation Monitormonthly General Manager
• GM-08 Manager Pay Plan Consistency Reviewmonthly General Manager
• GM-09 Store Org Chart (Roles, Not People)once, revisited as staffing changes General Manager
• GM-10 Google Review Response & Solicitation Logmonthly, plus a quarterly reply audit General Manager