Global

Customer data protection at the dealership

A ready-made course you customise for your organisation, with a live session deck and a survey. You only add the 6 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
20 min
Lessons
4 lessons
Frequency
Refresher
Last reviewed
22 Oct 2026
Everyday habits
What would you do?

A person at the service desk says they are a customer's friend and asks for the customer's phone number

Try it: this is one of 11 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the survey tells you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 4 lessons, about 20 minutes
  • Accordion, sorting activity, flashcards, scenario and quizzes
  • 10-question final check, 80% to pass

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 9 slides
  • Quiz, word cloud, poll, open-ended slides
  • A closing slide for your contacts

A feedback survey

Find out what landed and what to change next time.

  • Feedback survey: 6 questions
  • Questions written for this session
  • Results feed your next session

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 425.0Complete the course and its final checkBest practiceWhole course
SO 425.1Identify which documents and screens hold customer personal informationBest practiceWhole course
SO 425.2Follow the clean-desk and screen-lock habitsBest practiceWhole course
SO 425.3Spot a phishing message aimed at dealership staffBest practiceWhole course
SO 425.4Report a suspected breach through the right channel immediatelyBest practiceWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 6 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

4 lessons, about 20 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

What you hold

2 pages

5 min
Before you beginNoteTextList
Sort itTextSorting activity
2

Everyday habits

3 pages

7 min
Desk, screen and printerTextChecklistAccordionNoteYour info
Spot the red flagsTextFlashcards
ScenarioScenarioQuiz
3

Report it

2 pages

4 min
What to do firstTextProcessNoteYour infoYour info
CheckQuizTextButtonNoteYour info
4

Final check

2 pages

4 min
Final checkQuizMulti-select quizMatching quiz
You have finishedKey factAccordionNoteButtonYour info

Live deck and survey

9 slides to run live, a survey to close the loop

Pink slides are interactive. Every survey question is listed below.

ContentProtect what customers share
Word cloudWhat customer information do we hold?
PollHow often do you lock your screen when you step away?
QuizA message says your CRM password expires today. Click here. What is it?
ContentTell someone at once
QuizWhich document holds personal information about a customer?
Open-endedOne habit to change
Q&AAsk the trainer anything
Closing · customiseThanks for joining
Feedback survey: 6 questions
  1. How useful was the refresher? 5 stars
  2. Which activity helped most? multiple choice
  3. Before today, how confident were you about protecting customer information? 1-5 scale
  4. Now, how confident are you about protecting customer information? 1-5 scale
  5. What is still unclear? open text
  6. How likely are you to recommend this session to another team? NPS

Make it yours

6 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Incident report channel{{INCIDENT_REPORT_CHANNEL}}
  • Course URL{{COURSE_URL}}
  • Survey 1 URL{{SURVEY_1_URL}}
  • Security contact{{SECURITY_CONTACT}}
  • Information security policy link{{INFORMATION_SECURITY_POLICY_LINK}}
  • Live session URL{{LIVE_SESSION_URL}}

FAQ

Common questions

Can I run customer data protection at the dealership training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

Refresher (live, 30 min) + self-paced course.

Who needs this training?

All dealership staff who handle customer documents, credit applications or personal data.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 22 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and the survey.

See the live deck