Meeting Information

> Date: 2026-09-02 11:03:14 > Location: [Insert Location] > Participants: [Speaker 1] [Lance] [Brent]

Meeting Notes

• Pricing update for Audi Q5 specials

- Speaker 1 proposes setting the Q5 price at 2600 (context implies a pricing figure on specials). - Lance agrees to update the specials page and the email with the new Q5 price. - Speaker 1 is skeptical about the impact but willing to try. - Conclusion: Lance will update the Q5 pricing to 2600 on both the specials page and the related email.

• Opt-in requirements for messaging leads

- Speaker 1 raises concern that required customer opt-in may make the initiative “worthless.” - Lance acknowledges opt-in is a barrier and suggests the first message should clearly reference the lead and ask for consent. - Lance has had one initial talk with the onboarding rep and has a longer talk scheduled next week. - Lance will ensure opt-in handling and “stop the clock” logic are addressed in the upcoming conversation. - Conclusion: Lance will discuss the opt-in approach and lead timing/visibility (“stop the clock”) with the rep in the scheduled meeting next week.

• “Stop the clock” on lead response timing

- Lance explains the original goal was to help salespeople track activity and manage response timing. - They intend to maintain a visibility mechanism so Speaker 1 knows status. - Conclusion: To be refined in the upcoming rep conversation alongside opt-in.

• Brief team introductions and lead status

- Brent is introduced; last name confirmed as Strain. - Speaker 1 mentions one working lead with issues (bad credit and background). - Lance departs, asking to be informed if other numbers need changes. - Conclusion: Acknowledge current lead challenges; potential for further pricing adjustments if needed.

Next Arrangements

• [ ] Update specials page and email with Q5 pricing set to 2600
• [ ] Provide a visibility mechanism for sales to track lead status post-opt-in workflow
• [ ] Lance to meet with the onboarding rep next week to clarify opt-in messaging and “stop the clock” logic
• [ ] Inform Lance of any additional pricing changes needed

AI Suggestions

> AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. Define the exact messaging copy for the initial opt-in request to maximize response rates and compliance. > 2. Establish clear metrics for “stop the clock” (e.g., when timing pauses/resumes) and how status is surfaced to sales. > 3. Clarify what “2600 on Q5s” specifically refers to (price, payment, discount) to avoid miscommunication in marketing materials. > 4. Create a plan to handle leads with bad credit/background, including alternative financing or qualification workflows.