Consultation Form

Vehicle Protection Consultation Form

Our goal: Recommend the right protection strategy for how you actually use your vehicle, not just sell a package.

1. Client Information

2. Vehicle Information

3. How the Vehicle Is Used (This determines protection strategy)

4. Ownership Plans

5. Current Concerns

6. Previous Protection Experience

7. Appearance Preferences

8. Protection Priorities

123456
Rock chip defense
1
2
3
4
5
6
Long-term paint preservation
1
2
3
4
5
6
Easier cleaning
1
2
3
4
5
6
Gloss and finish quality
1
2
3
4
5
6
Interior protection
1
2
3
4
5
6
Cabin heat & glare reduction
1
2
3
4
5
6

9. Timeline

10. Investment Comfort

For proper long-term protection, most clients invest based on coverage level rather than a single price point.

11. EPP Specialist Notes (Internal Use)

Consultation Outcome

Clear Signature
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