We provide real insight into your customer experience
Most dealers believe their internet and phone processes are “working.”
In reality, execution breaks down long before the customer ever reaches the dealership.
What We Offer
Performance Monitor
Designed for dealerships that have a functioning internet sales process but need consistent accountability, outside perspective, and incremental improvement.
What You Get:
1 Mystery Shop with Full Review: We submit a lead through your website and evaluate your team’s response. You receive a detailed review covering response time, contact attempts, appointment-setting technique, and overall professionalism — along with specific recommendations and an action plan to address any gaps identified.
1 Metric Review Call with Action Plans: A focused coaching call where we review your store’s conversion metrics, and build a short-term action plan with specific, assigned, deadline-driven items. This is not a check-in call — it is a working session that produces deliverables your team can execute immediately.
Template Reviews: Ongoing review and optimization of your customer-facing email templates, text sequences, and phone scripts. We audit what your team is actually sending and rewrite it to increase reply rates and appointment conversion.
Accountability Reports: After every call, you and your leadership team receive a structured summary documenting shop results, assigned action items with owners and deadlines, and progress on previously assigned items. The GM or Dealer Principal is copied so execution has visibility at the top.
Monthly Performance Scorecard: A clear, concise scorecard showing your key conversion metrics over time. You will see whether lead engagement, set rate, show rate, and close rate are improving, flat, or declining — and exactly what we are doing to move each number
Revenue Recovery
Designed for dealerships that want to aggressively improve their internet closing percentage through comprehensive coaching, competitive intelligence, custom process development, and on-site visits.
What You Get:
2 Mystery Shops with Full Reviews (instead of 1): Double the mystery shopping frequency means faster feedback loops. Your team is evaluated twice per month, giving us more data points to track improvement and more accountability touchpoints to drive execution.
Weekly Performance Calls — BDC Team Training Review (30 min): Instead of monthly coaching, your team gets a weekly 30-minute performance call. We review live leads, listen to calls together, score performance in real time, and coach on specific skills. This is the cadence that produces the fastest improvement.
Custom Process Plans & Solutions: We design and document a complete internet lead handling process tailored to your dealership, your CRM, and your team structure. This includes day-by-day follow-up sequences, escalation paths, and manager intervention triggers. You get a playbook your team can follow, not generic advice.
AI-Powered Training Assist: Your team gains access to AI-assisted training tools that allow them to practice phone calls, objection handling, and appointment-setting scenarios between coaching sessions. Reps can train on their own time, accelerating skill development beyond what coaching calls alone can achieve.
Training App Access (Dealer Intelligence Academy): Full access to our proprietary training platform featuring scenario-based roleplay across internet lead handling, phone skills, objection management, and more. Your team can train, practice, and build skills on demand.
Custom CRM/Database Review & Optimization: We audit your CRM setup, lead routing, task automation, and reporting. We identify gaps where leads are falling through the cracks and recommend specific configuration changes to improve workflow efficiency.
Quarterly On-Site Store Visits & Training (4 hours): Every quarter, we come to your store for a half-day of hands-on coaching. This includes observing your team in action, delivering targeted training sessions, meeting with leadership, and building rapport that deepens accountability. The visit replaces one coaching call that month.
Monthly Competitor Mystery Shop & Report: We shop one of your local competitors each month using the same methodology. You receive a side-by-side comparison showing exactly how your team’s performance stacks up against the competition. This intelligence informs your strategy and gives your team concrete motivation to outperform.
AI Interactive Training
Best for: Dealerships looking to help their Sales and BDC teams execute consistently on real customer conversations.
What You Get:
Realistic role-play scenarios
that mirror actual dealership conversations, including first calls, price objections, follow-up stalls, and closing pressure
Unlimited practice sessions
so reps can train consistently instead of relying on one-time meetings
Dynamic AI customers
that interrupt, push back, and change direction like real buyers
Execution-based scoring
that shows where momentum was lost and what needs improvement
Short, focused sessions
(5–7 minutes) that fit between calls and showroom traffic
Manager visibility
into participation and performance without sitting in on role-play
Why dealers use it:
To keep reps sharp, confident, and consistent in the conversations that decide deals—without pulling them off the floor or adding training overhead.
Frequently Asked Questions
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Most dealerships start with a free mystery shop to see where execution is breaking down. From there, we recommend the service level that fits the store’s size, goals, and management involvement.
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Value shows up quickly because we focus on execution visibility, not long-term theory. Most dealers identify missed opportunities and process gaps within the first review cycle.
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Both options exist. Some dealers use us to diagnose execution gaps. Others stay engaged monthly to keep standards consistent and prevent backsliding.
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Yes. Our services scale from single rooftops to multi-rooftop groups, with different engagement levels depending on how much support and visibility leadership wants. We can provide individual store data or compile group reports.
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Results are strongest when leadership reviews insights regularly and reinforces standards. We keep reporting simple so it fits into existing meetings, not new ones.
We recommend having BDC and Sales Leadership on reviews calls.
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No long-term contracts are required. Services are designed to earn their place by improving execution, not by locking dealers in.
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No. Our tools support leadership, not replace it. We give managers clear insight and structure so coaching is focused and accountability is easier.