Prepare the delivery, not just the keys

Confirm the appointment

Check the intended delivery time, required documents, and staff availability. Resolve open questions before the customer arrives.

Review the paperwork

Have authorized staff review transaction documents and applicable disclosures. This checklist does not replace legal or regulatory review.

Explain the handoff

Walk through the vehicle, agreed items, and where the customer should direct later questions. Avoid promises beyond the written agreement.

Record completion

Document outstanding items and their owners. Keep customer records in the dealership’s approved systems.

Keep the conversation grounded.

Dealer workflow resources and business enquiries. No live vehicle inventory, financing application, credit decision, or vehicle sale is offered here.

FTC: used-car Buyers Guide ↗

Official source for related background. The practical workflow suggestions above are original editorial guidance, not government endorsement.