Sales Process Overview – Auto Spot

This process outlines the step-by-step customer intake and coordination flow from first contact to vehicle delivery. It includes obtaining the Direct Pay Authorization (DTP), verifying insurance details, collecting required documents, inspecting the vehicle, and managing communication through the CRM. Once the vehicle is dropped off, all documents and media are uploaded, and the customer is kept informed until pick-up. At delivery, a final sign-off is completed, and a review or testimonial is requested to close the process.