Strategy Call Questionnaire

Please fill out the following information as best you can. This will help make our call efficient for us both. In our strategy call we will discuss whether or not you are a good fit for our paid service. We never give your contact information to anyone. Once you accept an offer or we make a deal with a dealership, then with your permission, we provide the dealership with the necessary information to move forward.

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Keap Contact ID

Name(Required)

First Last

Email(Required)

Phone(Required)

Address where the vehicle will be titled

Street Address Address Line 2 City State ZIP Code

Credit Score

Employer

Are you active or retired military?

Yes

Are you currently enrolled or graduated college within 2 years?

Yes

Are you a Costco Member?

Yes

List all vehicles in the household

Sometimes there are incentives if you already own a particular vehicle. Make/Model/Year

How many miles do you drive (year)?

Budget

Describe your budget

New or Preowned?

Buy or Lease?

Make

Model

Year

Trim Level

Cloth or leather

Describe features/options you must have or would like to have.

Interior Color Preference

Exterior Color Preferences

For example: 1. White, 2: Metallic Blue 3. Black

How did you find us? Enter any other comments you want to share:

Trade Make

Trade Model

Trade Year

Number of Miles

VIN Number

Condition of the vehicle

Features and Color

Has this vehicle ever been in an accident?

Yes

If you have a loan, how much do you owe?

Lease payments remaining

Timeframe for purchasing

When would you like the vehicle by?

Strategy Call Questionnaire

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