Process

STEPS TO THE
FLEET SALE

Navigating a fleet sale requires a strategic approach and a thorough understanding of the fleet's needs. Follow this process to successfully pitch and close deals with fleet directors.

01
Identify the Decision Maker

Find the Fleet Services Director

Locate the Fleet Services Director — not purchasing, not accounting
Understand their singular focus: daily operations & keeping repair expenses in check
Research the company's fleet structure before first contact
You must understand their fleet AND their daily concerns before pitching
02
The Fleet Pitch

Four-Step Value Presentation

Introduction: Present Apex as a nationwide provider of customized commercial vehicle service contracts
Value proposition: Tailored solutions designed to reduce total cost of ownership and annual repair expenses
Savings potential: Highlight 50–65% typical savings over 3 years on repair budgets
Additional benefits: If fleet does in-house service work, their shop stops being an expense and becomes a revenue generator
03
Gathering Fleet Demographics

Complete the Fleet Profile Form

Ask the fleet manager to complete the Fleet Demographics Form
Capture: vehicle count, annual replacements, fleet replacement cycle, annual repair cost per vehicle
Capture: whether they have a rental fleet, internal labor rate, when vehicles move from rental to retail
Ensure ALL fields are filled — incomplete forms delay the entire process
04
Apex Internal Review

Comprehensive Analysis & Pricing

Apex assesses vehicle use, mileage, VIN details, and projected replacement cycle
Custom pricing is built based on specific fleet composition
Josh Kantor (Managing Partner) schedules a walkthrough to ensure you understand the numbers
Prepare thoroughly — you only get one chance to present to fleet management
05
Presenting the Proposal

Deliver the Numbers

Take your time — make sure the fleet director understands every number
Equip the fleet director to sell the concept up through their management structure
Josh can join via Zoom or in person for larger opportunities (with advance notice)
Leave with a specific follow-up date scheduled
06
Finalizing the Agreement

Lock In the Terms

Wait for management to approve the concept and operating term
Ascent Administration finalizes agreement terms
Pricing is locked for the entire duration of the contract
Fleet commits to a specific vehicle count annually — both parties sign
Financing

SHORT-TERM
FINANCING OPTION

For fleets that don't want to commit the full first-year budget upfront, a zero-interest short-term financing option is available.

Down Payment
20% of first-year commitment due upfront
Payment Deferral
6–12 month deferral available to next budget year
Interest Rate
0% — zero percent interest on the financing
Balloon Payment
80% due at end of the finance term
Annual Payments
Due January 1st of each subsequent year in the agreement
YOU'VE GOT ONE CHANCE.
ONE SHOT.

Don't miss your opportunity. Grab the untapped potential of the commercial market and crush your competitors.

Start the Process Today