A measured baseline
Your current numbers on response, follow-up and appointments — measured, not estimated. This is the reference every later claim is judged against.
For dealer principals, GMs and sales managers
Before you buy a platform, a pilot or a retainer. The Readiness Audit is a structured review of how leads are handled, what the CRM really records, how follow-up performs, and where the money is leaking. You get a document with your baseline in it — and a clear answer on whether a pilot is worth running.
Fixed fee, quoted after a short scoping call so it matches the size of your operation. Credited toward a pilot if you run one.
What you get
Your current numbers on response, follow-up and appointments — measured, not estimated. This is the reference every later claim is judged against.
Where AI would genuinely help, where it would not, and where the constraint is process rather than tooling.
The single highest-value workflow to change first, with the human approval points named.
What should move, by roughly how much, and how you would know. Stated as a hypothesis to test, not a guaranteed outcome.
What a pilot would involve, what it depends on, and what could go wrong — including staff adoption.
Sequenced, with the decisions you would need to make and when.
What we look at
We work from your actual lead data and CRM exports where you can share them, and from structured conversations with the people doing the work where you cannot. Most of what matters does not show up on a dashboard.
Terms we hold ourselves to
Tell us your rooftop count, what CRM or DMS you run, and the part of the sales process that frustrates you most. We will come back with a scope, a fixed fee and a start date.
Training a team rather than changing the process? Academy is the better starting point. Buying for yourself? Start with the course.