PRIVATE MEETING CHECKLIST

Ivanhoe Auto Sales

Monday, October 19, 2026
Demo, confirm the details, agree on the next step.

Tap each item as you cover it. Checkmarks and quick notes save on this device. No passwords or sensitive customer information here.

1. Demo and sign-off

Demonstrate a vehicle question, price and mileage using the October 15 inventory snapshot.Confirm Ryan likes the greeting and conversation. Current demo alerts go to Todd only; live dealership routing is not connected.

2. Cox access and phone routing

Confirm the business number and who can authorize forwarding. Ask for a separate Cox user invitation if available.Confirm unanswered and busy-call forwarding, daytime target of four full rings, and shorter after-hours delay. Test actual timing.Confirm the fallback if R24 cannot answer, and demonstrate how to turn forwarding off.

3. Lead recipients and follow-up

Confirm Ryan and Andrew as recipients; verify each email address and mobile number directly.Who follows up first, who provides backup, and what callback expectation is realistic?Confirm complete and incomplete inquiry alerts: email, SMS, or both.

4. Inventory updates

Who sends updated inventory, and how often? Agree on a source and refresh schedule.How will sold vehicles and price changes be reported immediately?Explain that the current demo uses a manually supplied snapshot; staff confirms availability and current pricing.

5. Approved business answers

Confirm Monday–Friday 9–6, Saturday 9–4, Sunday closed, plus holiday exceptions.Approve the greeting, address, website and boundaries for financing, trade-ins, warranties and vehicle sourcing.Confirm test drives are requests for staff approval, unless a separate booking workflow is agreed.

6. Optional customer texts

Do they want vehicle links sent to callers? This feature is not active in the demo.Agree on scope and consent before configuring and testing customer texts.

7. Launch plan and before leaving

Agree who approves launch and when to test forwarding together. Do not enable routing until approved.Test an actual forwarded call, complete lead, early hang-up, and delivery to the approved recipients.Confirm portal access, support contact, check-in schedule and how staff report problems.Review unresolved questions, complete the client discovery form, and export it to Files for office transfer.

Quick meeting notes

Open questions, decisions and follow-up

Checkmarks and notes save on this device. “Save checklist copy” creates a readable file for your records. To populate the portal, export from the client visit form.

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