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2025/12/08

Before contacting any car service provider, prepare this checklist first — a must-have for executive assistants

Before Sending Any Car Service Request — Prepare This Essential Checklist

(Must-have for Administrative Assistants & Corporate Coordinators)

In the corporate mobility industry, most communication problems stem from one simple issue:

Clients don’t know how to clearly describe their needs, and service providers don’t know what clients actually want.

When the requirements are unclear, the result is predictable:

  • Pricing that doesn’t match actual service

  • Wrong vehicle model

  • Luggage not fitting inside the car

  • Frequent itinerary changes

  • Additional vehicles requested midway

  • Vehicle changes at the last minute

  • Confusing execution

  • Something that should take 5 minutes turns into 30 minutes of repeated messaging

These issues are not caused by the people—
but by the lack of a standardized, clear, reusable request checklist.

This guide turns all the industry’s “implicit knowledge” into explicit, actionable steps, helping any Assistant, EA, or PR coordinator:

  • Write service requests quickly

  • Communicate all key details in one message

  • Receive accurate quotations

  • Avoid back-and-forth clarification

  • Reduce operational risk

  • Improve service execution quality

    6ae282123ad5dc66ea72cf8e5c58d527.png


Part 1: The 20% Most Critical Items That Determine 80% of the Service Experience

(Must be provided)

Once information is complete, over 90% of potential issues disappear.

The eight most important items are:


① Service date & exact time (plus flight number if airport pickup)

Why this matters:

  • Time affects vehicle availability

  • Flight changes affect delay tracking

  • Early-morning and late-night pricing differs

  • Event days require scheduling buffers

Example:
“March 21, PVG Terminal T2 Arrival, MU567, 14:15 Beijing Time”


② Exact pickup & drop-off locations

(avoid vague descriptions)

Incorrect or unclear:

❌ “Near Jing’an Temple”
❌ “Jing’an Temple”

Acceptable:

✔ “Exit 1, Jing’an Temple Station”

Best:

✔✔ “Front entrance of XX Tower, 1234 West Nanjing Road, Jing’an District”

The more precise the location, the less operational risk.


③ Service method:

Transfer / Hourly / Multi-day-multi-city / Long-term / Event-based

This determines:

  • Pricing method

  • Route planning

  • Driver scheduling

Using the wrong method leads to:

  • Quotation errors

  • Wrong resource allocation

  • Operational challenges

If unsure, simply ask:

“This itinerary includes X stops. Which model should we quote—transfer or hourly?”


④ Number of passengers

(include elderly or children)

This directly affects vehicle type.

Cases where details matter:

  • Child seat requirement

  • Elderly passengers need easier boarding

  • Extra tall guests

  • Heavy luggage volume

More detail = less risk.


⑤ Vehicle requirement (or provide usage scenario)

You may write:

  • “Something more refined and presentable”

  • “Must fit 4 large 28-inch suitcases”

  • “Suitable for foreign executives”

  • “For family use—elderly + children”

Suppliers will recommend vehicle types accordingly.


⑥ Luggage quantity

(the #1 cause of vehicle changes)

Provide clearly:

  • Large suitcases × ?

  • Medium suitcases × ?

  • Backpacks × ?

  • Special items (stroller, AV equipment, display props-stands, etc.)


⑦ Waiting requirement / multi-stop visits

This directly affects pricing.

Example:

“A → B → C, driver must wait throughout.”


⑧ Client category

Types have execution differences:

  • Corporate guests

  • Foreign visitors

  • VIP guests

  • Luxury brand clients

  • Senior executives

  • Families

High-profile guests →
More experienced drivers + enhanced control + risk-management.591c448b3f2b9f24427ecec0b87ef25a.png


Part 2: Optional Information That Dramatically Improves the Experience

(Top-level assistants always include these)


① Client preference information

Examples:

  • Guest prefers minimal conversation

  • Prefers quiet ride

  • No fragrance inside the vehicle

  • Sensitive or allergic to scents

  • Driver must not smoke

  • Guest is time-sensitive → move efficiently

These details directly improve the passenger experience.


② Invoice requirement

Specify category:

  • “Passenger Transport Service”

  • “Vehicle Rental”

This reduces additional follow-ups.


③ Backup vehicles (common in events & summits)

If the trip involves:

  • Speaking session

  • Signing ceremony

  • Live interview

  • VIP reception

Warn suppliers early.


④ Language requirements (especially with foreign guests)

Clarify:

  • Whether English communication is needed

  • Whether signage at pickup is required

  • Whether pre-arrival English messages are needed


⑤ Special identity

Examples:

  • VIP

  • Celebrity

  • Foreign delegation

  • Company Chairman

Driver assignment changes accordingly.048692409b1b46f631b3a92b1acd8366.png


Part 3: The Universal Service Request Template

(Copy & paste directly)


【Car Service Request Checklist】

  1. Date of service:

  2. Time / Flight number (if pickup):

  3. Pickup location (full address):

  4. Drop-off location (full address):

  5. Service type:
     Transfer / Hourly / Multi-stop / Multi-day / Long-term / Event

  6. Passenger count:
     Any elderly or children?

  7. Luggage size & quantity:
     28″ large × ? / 24″ medium × ? / Backpacks × ? / Special items

  8. Vehicle expectation / usage context:
     (e.g. suitable for foreign executives, must fit luggage, presentable vehicle)

  9. Stops or waiting requirements:
     e.g. A → B → C

  10. Passenger category:
     Corporate leadership / VIP / foreign guest / family / event guest

  11. Preferences:
     (quiet driver, no fragrance, bottled water prepared etc.)

  12. Invoice needed? category:

  13. Other notes:
     Backup vehicle / signage / English speaker, etc.

    b601826ba20fab9a50d478661521adc7.png


Part 4: Why This Checklist Improves Service Quality Significantly

Because it helps suppliers clarify:


① What exactly you want

Clear scope → accurate pricing → correct vehicle matching


② Where risk exists

Common risk triggers:

  • Luggage volume

  • Multi-stop routing

  • Tight time windows

  • Passenger identity requirements


③ What special competencies are required

Such as:

  • English-speaking drivers

  • Compliance-based dispatch

  • Backup resources

  • Cross-city coordination

With clarity → service becomes controllable, rather than unpredictable.7f02ebb830ead6e49eb6d7d0fd0d5110.png


Part 5: How Top-Level Assistants Use This Checklist

Professionally trained administrative teams all follow a similar practice:

✔ They prepare a template in advance
✔ Ask internal stakeholders to fill it in
✔ Review and finalize
✔ Send once

Results include:

  • No missing information

  • No repetitive clarification

  • Correct vehicle selection every time

  • Accurate quotations

  • Stable execution process

  • Professional vendor communication

Over time, assistant productivity improves to a different level entirely.fc9aae2631138a130100db4588bd2458.png


Final Remark

Precise information = precise pricing + correct execution + better experience.

You are not simply “requesting a car.”
You are defining:

  • The stability you expect

  • The level of service required

This checklist is your professional identity in corporate mobility management.