Most dealerships treat the Sales → F&I handoff like a simple escort, when it’s actually a make-or-break trust moment. Here's a repeatable, 60-second warm handoff system – scripts, a minimum checklist, and a lightweight manager cadence.

In this guide, we’ll lay out a trust-first process that starts before the customer reaches the box, keeps payment integrity intact, and uses a simple menu + scripts + scorecard to improve acceptance without hurting CSI.

You don’t need a dozen new products or a 40-page process manual. In this article, we’ll walk through a small set of F&I profitability strategies that move the needle right now

When every menu presentation feels a little different, that inconsistency kills trust, drags out time in F&I, and makes your numbers unpredictable. In this article, you’ll get that 8-step structure with script snippets and timing you can plug in today: