Virtual Dealer 360 Onboarding Intake Form

Business & Contact Information

Tell us who we should work with and the core dealership information we should use to configure your account.

First Name

Last Name

Email Address

Phone Number

Role / Title

Are you authorized to make onboarding decisions?

Final Decision Maker Name

Final Decision Maker Email

Final Decision Maker Phone

Dealership Details

Dealership / Business Name

Legal Business Name if different

Business Address

Customer-Facing Phone

Customer-Facing Email

Business Hours

Do your hours change seasonally?

Seasonal Hours Details

Briefly describe your dealership and what makes you different

Google Business Profile Link

Primary Market / Areas Served

Launch, Domain & Access

These details help us prepare your account, domain, integrations, and launch timeline without unnecessary back-and-forth.

Main Goal for Launch

Other Launch Goal

Ideal Launch Date

Hard Deadline / Event / Busy Season?

Deadline / Launch Timing Details

Domain & Email

Do you already own a domain?

Domain Name

Where is the domain hosted?

Do you have access to the domain account?

Preferred Domain Options

Would you like help with domain setup?

Do you need us to purchase a domain?

Do you need business email addresses created?

Requested Business Email Address(es)

Systems We May Need Access To

Who can provide access quickly? - Name

Email

Phone

How did you hear about us?

Taxes, Payments & Dealer Fees

Provide what you know today. If you are unsure, select "Not sure" and our team can follow up.

Do you charge sales tax or any other applicable tax?

Tax Setup Details

Do you collect deposits or down payments on unit purchases?

Deposit / Down Payment Details

Additional Fees

Fee Amounts & When They Apply

Sales Inventory & DMS Setup

Tell us what you sell and how your inventory is managed so we can plan the correct inventory workflow.

What do you sell?

How will you provide your sales inventory?

DMS / Inventory System Name

Other DMS / System

DMS Export, Inventory Feed, Google Sheet, or Setup Link

Inventory Google Sheet / Google Drive Link

Current Website Inventory URL

Inventory Details / Notes

Do you already have inventory photos organized online?

Inventory Photos Google Drive / Google Link

Pricing, Financing & Lead Forms

These settings determine how shoppers see pricing and which dealership lead forms should be configured.

How should pricing display online?

Pricing Rules / Notes

Financing

Do you offer financing?

Financing Providers / Lenders

Financing Application / Lender / Google Link

Financing Notes

Lead Forms Needed

Do you already have a financing application/form?

Existing Finance Application / Google Link

Do you already have a trade-in form?

Existing Trade-In Form / Google Link

Do you already have a service request form?

Existing Service Request Form / Google Link

Do you already have a parts request form?

Existing Parts Request Form / Google Link

Policies & Customer Forms

If you already have dealership policies or customer forms, provide Google Drive or Google links so our team can use the current versions.

Policies

Do you already have policy documents?

Policy Google Drive / Google Link(s)

Policy Details / Notes

Other Customer Forms

Do you have any other forms customers should complete?

Other Forms Google Drive / Google Link

What are these forms used for?

Sales Team, Automations & Training

Tell us who should receive leads, who needs access, and which team members should be included in your dealer setup.

Who should receive general customer notifications?

Do you have additional salespeople who should receive leads or have platform access?

Sales Team

Add each salesperson who should receive leads, be assigned customers, or have access to Virtual Dealer 360.

Other team members who need platform access

Do you need a business phone number or email connected to automations?

Email customers should receive messages from

Phone Number

Do you already have message templates?

Message Template Google Drive / Google Link

Automations Requested at Launch

Launch Readiness

What is not ready yet?

Training

Who needs training?

Who will respond to customers after launch? - Name

Email

Phone

What would make this onboarding successful for you?

Anything else we should know?

Review & Submit

Please review your responses. You can go back to make changes before submitting.

Submitting this form confirms that the information provided is accurate to the best of your knowledge and may be used by the VB360 onboarding team to configure your Virtual Dealer 360 account.

Electronic Signature - First Name

Last Name

Email Address

I confirm the information submitted is accurate and that I am authorized to provide onboarding information for this business.

Onboarding Intake Form

Business & Contact Information

Launch, Domain & Access

Taxes, Payments & Dealer Fees

Sales Inventory & DMS Setup

Pricing, Financing & Lead Forms

Policies & Customer Forms

Sales Team, Automations & Training

Review & Submit

Thank you!

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