WEEK 0101
Find the leak + baseline
Interview the manager, map the current workflow, review systems, establish the baseline, and document customer or compliance risk.
OUTPUTCurrent-state map · KPI baseline · pilot charterThe Dealer AI Installation Method
Small enough to launch.
Serious enough to measure.
Workflow first. Vendor second. Every installation has a baseline, a human owner, controlled data access, and a decision date.
WEEK 0202
Design the controlled workflow
Choose data sources, define approved actions, write escalation rules, set CRM states, and decide where humans must review.
OUTPUTWorkflow map · guardrails · test planWEEK 0303
Build + dealership-test
Configure the tools, connect the narrowest useful data path, and test against sold units, upset customers, transfers, consent, and uncertainty.
OUTPUTConfigured pilot · edge-case results · launch checklistWEEK 0404
Launch + train the owner
Release into a limited lane, train the frontline and manager, review conversations, and begin the weekly keep/change/kill rhythm.
OUTPUTLive workflow · SOP · team training · scorecardThe pilot scorecard
WHAT GETS REVIEWEDOutputs do not get to impersonate outcomes.
Coverage
Calls answered, leads touched, records processed
Quality
Accuracy, escalation, customer friction, opt-outs
Operations
CRM write-back, owner handoff, exception volume
Business
Appointments, show rate, recovered work, time saved
READY TO MAKE ONE THING WORK?
Bring the leak.
We’ll build the path.
Twenty minutes. No deck. We’ll identify whether the best next move is diagnosis, implementation, training, or nothing yet.
Book a readiness call