Dealer Preparation

Pre-Demo Dealer Questionnaire

A short intake form to make every dealer meeting more productive.

Every dealership has its own workflow, staffing structure, systems, and marketing approach. This questionnaire helps us understand your environment in advance so the demonstration can be more focused, relevant, and productive.

What this helps us understand

  • Dealership structure and staffing
  • Sales and finance workflow
  • DMS, CRM, inventory, and website systems
  • Marketing and lead sources
  • Pain points and demo priorities

Dealer Questionnaire

Please complete the form below prior to the demonstration. Most dealerships can complete it in just a few minutes.

Purpose

Help us tailor the discussion to your dealership

The better we understand your current structure, workflow, systems, and priorities in advance, the more useful the demonstration will be for your team.

Dealership Information

Business Profile

Staffing and Structure

Organization

Current Systems

Technology Stack

Website and Marketing

Digital Presence

Workflow and Process

Current Operating Flow

Pain Points and Demo Focus

Preparation Notes

Submit Questionnaire

Once submitted, your responses can be captured by Netlify Forms and routed into your internal preparation process.

TruckIQ Pre-Demo Dealer Questionnaire · For demonstration preparation