In the competitive landscape of automotive retail, the "close" is the result of a thousand small, documented victories. It is the ability to remember that a customer's "Don't Wants" includes black interiors, or that their Desired Payment Range is capped at $450. For the high-performance salesperson, information isn't just power; it is the currency of the deal.

The Philosophy of Customer Intelligence

"Customers - Auto Sales" is designed for the automotive professional who understands that a sale is a relationship managed by data. It moves your lead tracking from a basic log to an exhaustive diagnostic system. By standardizing the capture of the Initial Contact Type and the specific Buying Time Frame, the system ensures that your daily follow-ups are targeted and efficient. It acknowledges that a sale involves more than just a buyer; it often involves a Co-Purchaser and a complex web of financial requirements.

The Blueprint: Deal Lifecycle Architecture

The structure of this library is built to handle the visual and financial density of a modern vehicle transaction.

  • Lead Qualification: Dedicated fields for Priority/Status and Next Scheduled Contact act as a real-time sales funnel, allowing you to prioritize "Hot" leads without neglecting your long-term pipeline.
  • Preference Mapping: The template goes deep into the customer's psyche, tracking specific "Wants" and "Needs" alongside technical data like the VIN, MSRP, and Stock # of the target vehicle.
  • Trade-In Forensics: With support for up to two simultaneous trade-ins (Trade 1 and Trade 2), the system captures the Approx Payoff and ACV (Actual Cash Value). This ensures that the valuation is based on documented reality, protecting the dealership's margins.

Usage Scenarios: The Inventory Match

A new trade-in arrives on the lot—a pristine, low-mileage SUV. Instead of waiting for the weekly meeting, you open Memento and filter your Also Considering and Vehicle - "Needs" fields. You instantly identify three customers who are looking for exactly this model in this price range. You call them immediately, referencing their specific Desired Price Range. Because you have their Purchaser DOB and SSN already documented (where applicable), you can move straight to the credit application. You’ve matched the inventory to the lead in minutes, not days.

Power Feature: Dual-Purchaser Financial Tracking

By including detailed profile fields for both the Purchaser and the Co-Purchaser, the template acknowledges the reality of high-value purchases. It ensures that the Work Phone and E-Mail Address for both parties are always accessible, preventing communication breakdowns that often stall deals at the finish line. It turns a fragmented sales process into a unified, professional narrative of the deal.