Retail Offer Communication Checklist
Covers offer accuracy, finance scheme clarity, terms and conditions, expiry date, dealer communication, customer visibility, and approval compliance.
Sample Audit Programs
For the complete checklist, and scoring criteria download the file
1. Is every displayed offer consistent with the centrally approved offer sheet, with no unauthorised local variations?;
2. Are all displayed offers within their valid date range, with expired offers removed promptly after the end date?;
3. Is offer pricing consistent across showroom display, website, and any printed material at the time of audit?;
4. Are model-specific or variant-specific offer restrictions clearly reflected in the displayed communication, not generalised?;
5. Are advertised finance scheme terms (interest rate, tenure, down payment) accurate and consistent with the finance partner's current approved scheme?;
6. Is the representative example used in finance scheme communication (e.g., 'monthly instalment from X') based on realistic, disclosed assumptions?;
7. Are staff able to accurately explain the finance scheme terms to a customer without needing to defer to a manager for basic terms?;
8. Is any promotional interest rate or cashback offer clearly distinguished from standard finance terms in customer-facing material?;
9. Are full terms and conditions for every offer available to the customer, either printed in full or via a clearly signposted reference?;
10. Is the offer expiry date clearly and legibly displayed alongside the headline offer, not only in small print?;
Customizable Audit Programs to Suit Your Business Needs
Our flexible system allows you to create tailored question lists, group them into meaningful programs, and ensure compliance across various departments. Preview sample programs and question lists to understand how you can elevate your auditing process with ease.