Procurement toolkit

Dealership software checklists and worksheets

Practical, printable artifacts for demos, contracts, implementation, integrations, website migrations and AI vendor evaluation.

Printable worksheet

Dealership software demo scorecard

Run every provider through the same dealer-controlled workflows and record the evidence behind each score.

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Printable worksheet

Dealership software contract checklist

Organize operational and commercial questions for qualified procurement and legal review without interpreting a specific agreement.

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Printable worksheet

Dealership software implementation checklist

Turn implementation promises into owners, dependencies, acceptance tests and adoption milestones.

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Printable worksheet

Dealership integration verification worksheet

Document an integration at the product, object, direction, timing, fee and support level.

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Printable worksheet

Dealership website migration worksheet

Protect search equity, conversion tracking and critical dealership workflows during a platform change.

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Printable worksheet

Dealership AI vendor evaluation checklist

Evaluate an AI product’s permitted actions, data, safeguards, audit trail and supervised launch plan.

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