Note taking forces you to pay attention and helps you focus. Studies on learning have shown that actively engaging with the topic by listening and then summarizing what you hear helps you understand and remember the information later. Leaving detailed notes will not only help you with follow-up but will also be useful to any other agent following up after you.

Special/Timeline Notes

Co-Buyer or Secondary Contact Information ( Jane Doe 888-888-8888)
Trade In: Year, Make, Model VIN# Odometer Appraisal Amount/Date
Time Frame Away From Store (Example: Commute=2hrs+)
Out Of State Shipping Quote:$### Maverick: $275
DEAD LEAD REASON (Example: MP 10/1/22 NO RESPONSE over 10 days email, text and phone attempted)
DO NOT CONTACT REASON (Example: MP 10/1/22 Client states did not submit information non-sales call)

Inbound/Outbound Notes

Example:

MP 10/1/22 12:44PM Client called in to verify vehicle availability S4545 is available offered appointment set for Thurs. 10/6 DL/Insurance/Call Before Drive advised

MP 10/1/22 12:44PM LVM reaching out to clarify interest in S4545 as it is available for test drive currently

Appointment Notes

When setting an appointment notes indicating what was discussed to prepare the client for the appointment and what they are looking to achieve during their visit is the most appreciated.

Example:

BROWSE: Client aware S4545 in service

TEST DRIVE: S4545 open mind, finance (Advised DL, Insurance, Call Before) (POI & POR)

TEST DRIVE: S4545 fixed mind, cash (Advised DL, Insurance, Call Before) (Cashier Check Made Out to "Auto Boutique"

TEST DRIVE/APPRAISAL: S4545 Test drive (Advised DL, Insurance, Call Before) Trade= 2016 Chrysler 300, Not Paid Off, Advised bring registration/title , finance (POI & POR)

APPRAISAL: Trade= Year, Make, Model Odometer VIN# (Advised to bring registration & title) (Advised DL, Insurance, Call Before)