SLS-03

Trade Walk Quick-Sheet

Capture accurate, unemotional trade data at the walk so the appraiser gets a complete handoff — feeds directly into the Used Buyer / Sales Manager appraisal process.

every trade walkSales M8

Unit

Year / make / model

Mileage

VIN

Cold start OK? (Y/N)

Walk it, don't skip it

Full walkaround completed with the customer present
Cosmetic flaws noted, not glossed over
Reconditioning needs listed specifically, not summarized as 'good shape'
Modifications listed, factory parts location noted if swapped
Service history asked about and recorded

Emotional disconnect notes (for later follow-up, not for the appraiser)

How long owned / what made them choose it

What's prompting the upgrade

Per Module 8: never write a value estimate on this sheet or say one out loud to the customer. This sheet is data only — the number comes from whoever is authorized to appraise it.

Handoff

Handed to (appraiser name)

Time handed off

Customer's stated intent (buying today / later)

A complete sheet gets a faster, more accurate number than an appraiser working from a rep's memory an hour later.

Anything you type stays in this browser on this device. It is not sent anywhere and nobody else can see it. Use Export to keep a copy or send it on; Clear wipes the sheet. Your store, name and initials are remembered across every form and filled in for you — change one and it changes everywhere from then on.