Client Intake Form

LuxuryAutoExperience Client Intake

SECTION 1: Lead Source

Lead Source

SECTION 2: Contact Information

Please provide your contact information so we can follow up with the best vehicle options available.

First Name

Last Name

Cell Phone

Work Phone

Birthday

Address

Address Line 1

Address Line 2

City

State

Zip Code

SECTION 3: Buying Motivation

Why This Vehicle?

Why Now?

Why Buy From Me?

SECTION 4: Your Vehicle Preferences

Tell us a little about the type of vehicle you're looking for so we can begin your personalized search.

Vehicle Type

Preferred Vehicle

Preferred Color

What specific options are a must-have?

SECTION 5: Your Current Vehicle (If Applicable)

If you currently have a vehicle you may be trading in, provide the details below so we can begin estimating its value.

Do you have a trade-in?

Yes

Trade Vehicle

Trade Mileage

Trade VIN

Payoff Amount

Lien Holder

Monthly Payment

Payment Due Date

SECTION 6: Purchase Planning

Understanding your budget and purchase timeline helps us recommend the right vehicles and financing options.

Price Range

Target Monthly Payment

Down Payment Available

Purchase Type

Estimated Credit Rating

SECTION 8: Your Vehicle Priorities

Every client values different things in a vehicle — performance, comfort, style, technology, or price. Let us know what matters most to you.

Biggest Concern

Current Objection

Pain Point

Dream Car

Customer Category