dealers · 2026-08-25 · 22m33s
Review: AMP 2.0 Account Performance and Fullpath Platform Migration
AMP 2.0 review + Fullpath / Dealer.com group site
Katie (AMP; Katie Westerfield on the BHBMW brief) and Olivia (Dealer.com) reviewed Brian Harris BMW / group AMP 2.0 with Lance. No spoken dest. No Ada work order.
Dealer.com group site (brianharrisautogroup.com). Olivia dropped in to check on the neglected group site. She will email draft links, optimization notes, and a homepage demo page. Review stays on the existing recurring AMP call September 22, 2026 — Katie will add Olivia to that series. Store website vendor on the brief remains Motive; this is the group Dealer.com property.
Mileage / Your Garage. A customer (routed via Thomas/Elizabeth shared email → Brett) flagged a trade-in mileage estimate as way off. Logic: last service odometer + 1,000 miles/month. Last visit was 2020 at ~57–58k, so six years of add-on blew the number for a low-mileage driver. Decision: exclude customers whose last service visit was over three years ago. Katie will change the campaign rule.
Fullpath. Cox bought Fullpath and is moving AMP clients over. Existing AMP pricing is grandfathered (direct Fullpath would be a different tier). Optional add-ons get a 60-day free trial, then paid. AMP stays live at least another month even if they demo immediately. No Fullpath rep has emailed Lance. Katie will introduce Lance and Brett today and send a calendar link.
AMP 2.0 dashboard (spoken). 39% engagement. Email-first because the account is on a dedicated new domain (better email response; fewer auto texts than AMP 1.0 — ad-hoc texts are on Lance/Katie). 306 tasks created. 15 AMP-attributed sales (5 pre-owned); one delivered unit missing CRM price match. Example: Monet Ford got Your Garage Jul 28, bought a 2026 X1 Aug 14. 14 direct leads, 77 indirect, 296 repair orders, revenue ~$230k. Katie will do a text-heavy Labor Day ad-hoc (skip design) and doctor the X3/X5/X7 email from the live offer link Lance dropped in chat (verbiage, fine print, Consumer Reports SUV blurb).
CRM housekeeping (Lance). Service customers with no assigned sales rep are landing unassigned (~20+ on page two). Filter lead status active / sold / lost. Tristan still has ~1,100 tasks and is gone. Jason is still at the store but not on this work. Katie: set a round-robin so new service-originated AMP tasks auto-distribute. Opportunity list is on by default in 2.0 and doubled with tasks — Katie prefers tasks for accountability.
Dest: dealers / bhbmw (inferred — AMP + BHBMW / Harris BMW service + group site; no spoken dest). Disposition: park — file only. Katie/Olivia own vendor follow-ups. Lance owns CRM reassignment. No “build this” / Todoist / email / meeting-setup ask for Ada. Vendor-brief path: taken — GM meeting notes + BHBMW brief row.
No device highlights on this take.
0:15
With him, see if they need anything for it and honestly just kind of sit in.
0:20
Wonderful. Well, and there he is. He's in the mountains though.
0:24
Hello, how are you?
0:26
Good. I wish I was in the mountains. Oh yeah, beautiful. I love the background So. We got Olivia on the call too. She wanted to check in with you Soum.
0:36
Hi Lianz How, are you?
0:38
I'm doing well I'll let I'll let you go first.
0:41
Yeah, I honestly just wanted to touch base. I know you guys have a group site with us. It's your the Brian Harris Auto Group dot com site with dealer dot com. So, I wanted just to see if there's anything that you need from me, questions concerns on it. I mean, we've got some group site enhancements that I'm happy to email over to you for reference. Um but I just wanted to, I saw the call on the calendar and thought I'd touch base.
1:01
Yeah, that sounds good. I'd love, i'll definitely take a look at whatever you guys have That's some perfect, because that site definitely is. You know, it's one of those forgotten things that needs to be a little love probably.
1:14
Yeah, absolutely. And honestly, if it's easier to, I certainly don't want to take over this meeting. Um I know it's designed for AMP and whatnot. So if we want to, I'd love to get a call in the books to even just talk about it in September and I can share my screen with you. We can go over some enhancements. Um I do think there are some areas of opportunities here for you though.
1:31
Yeah, yeah, we can put something on the books right now if you want.
1:34
Okay yeah yeah. If you don't mind that would be great. Um, I guess is there a week in September that works best for you? Ooh. Something,
1:46
Let's see. Yeah, like the first two weeks. What do you have in the first two weeks? Call it maybe the second week.
1:55
Perfect. Yeah, If we want to look at um honestly, what's today Tuesday. So I could do actually I can do the same time on Tuesday September eighth? Or do you want to share the next meeting? Yeah, I guess. Do you guys have a is this a reoccurring one that you guys have?
2:10
Yeah, but it's later. It's later in the month. Let's see. Um, it is on the twenty second of September. So if you want to move it up, I can do that.
2:28
That's up to you.
2:30
Why don't we, well, let's keep the twenty second. That'll give me plenty of time. I'll send you over some links. I'll create some a demo page for the homepage because with some of the new enhancements that we've got, and that'll give you time to review it. And then I can also compile some just kind of areas of opportunities that I am noticing. And then on that twenty second call, I can go over them in more detail.
2:46
Sounds good. Perfect.
2:47
Perfect. Wonderful. Yeah, Katie, honestly, that's what just I wanted to touch base on that. So am glad we got that game plan Other than that, I'll just sit in case you need anything.
2:55
All right Perfect Um Okay so, I just sent you an email and I am sorry that I didn't send it sooner. Um, I had to dig through that campaign with the person that built the campaign to find out the structure of how they accrue the data on a customer. And that example that you sent me, Elizabeth. Um.
3:21
Yeah, you talk about like the mileage on that car? Yeah,
3:25
The mileage issue? Yes so, Um, You know, we all we don't really know how um like she's driven her car, But it's an estimated. So the last time she came in for service was in twenty twenty, and she had a little over fifty seven, fifty eight thousand miles on the vehicle. So, the campaign is built to add about a thousand miles per month for an estimate on what their mileage is now. So did Elizabeth send you that and say like this is so way off? Um.
3:57
Yeah, I am trying to think of like the work, like the flow of it. To me, I got it in a meeting and I believe yeah, The customer brought it up to like their service advisor or something like that. And it was way off.
4:09
Okay. And so yeah,
4:11
That's how long I forgot.
4:13
Oh no, yeah. It was like two weeks ago. And yeah, what I am saying is sorry,
4:18
Forgot if it was like if the estimate was high or low I can't remember.
4:22
You know what I mean?
4:23
Yeah, well if it were if it were low, then she wouldn't be fussing. So I guess it's a little high and she doesn't drive that much. Yeah. I am supposing so. It says your current trade in value is Let me.
4:36
Go see, have the original email from Brett or from whoever the hell sent it to me.
4:40
Um, It was whoever was who was copied on it wasum Brett yeah brett, you copied Brett on it. And It looks like. Thomas sent the email to Brett, so there is two people that share that email. It's Thomas and Elizabeth.
5:01
Yep, your garage. And.
5:03
So that was one yeah. That was one thing I thought that could be the issue, But it's not it's the um It's just the estimate adding. So it's not nothing wrong. T here is nothing wrong. Um But. It is an estimate, And if she really doesn't drive it or if they're thinking of if they were referencing a different vehicle, then. Um, that is because of the shared email, but that seems like that's not the case. It's just the estimate being off. Yeah. I.
5:30
Was looking at the last visit and adding what did you say?
5:34
One thousand miles per month from the last visit, and then since it was six years ago, it could be yeah off. Yeah, just guessing. Um yeah yeah, Yeah, and thenum, what else? Oh, um. Yeah, so I hope it didn't like you know ruffle any feathers. I can turn that off if you'd like. If you've gotten any. Yeah, so I'll probably turn it off.
6:06
I think the issue is uh maybe we set parameters, maybe if someone's last visit was six years ago.
6:13
We don't even We wouldn't touch them. Yeah, it's like yeah, Okay, let me put in my spreadsheet here where I have my to- do list. Brian, Here is you know,
6:26
Or or we set a date on the on, you know, we don't need a service of fourteen X five. There's almost no one that you know what I'm saying like a four two thousand fourteen. X five is almost never being brought in for service to us.
6:43
On your garage.
6:47
But that wouldn't be the right person. But if it's somebody that's bringing it in, then we want to see them. But if it's someone who like, you know, maybe the the oldest their last visit maybe set that at three years. Okay,
7:03
So if they've over so over three years ago we'll exclude. Yeah. Okay and.
7:09
That'll actually help them okay.
7:12
Yes okay so I'm gonna, Another Brian Harris. Okay. Um, okay. Okay, and then um, all right so we can check that one off. Um. And then like going into the dashboard. Oh, wait, let me stop I'm getting ahead of myself. Have you spoken to anyone at Fullpath?
7:45
Nope. You have not. Have I spoken to you about this because all my meetings this last month have run together. So,
7:53
Yeah, we talked about Path, but no one's reached out.
7:56
Okay. Well, I will make sure that that happens immediately. Um, yes. So we're you're getting priority to have a demo and get your store plural, possibly stores over on Fullpath. And you're kind of you're grandfathered in with the same pricing. Whereas if you went straight to them. Um, you'd have a different pricing tier, but um, From my understanding the way that it works is you get the same service that AMP does, but it's just way way better. And that's why Cox ended up purchasing it. Um, It's just far superior. And um we are, you know moving all our clients over and moving AMP managers over too. So hopefully I will see you on the other side. Hopefully I will have a job after this. Um but um.
8:43
Yeah, so, prioritizing you to get over there and then there are other things. Um, They have like like more or less a menu where you can cherry pick things that you want to add in. And, there are a couple of things that they are going to give you for a sixty day trial. Just to see if it benefits you. Um, and it would be like free for sixty days, But you know, after if you wanted it, it would be um an extra paid service. But I let the um Full path prep, go into that in detail. But really slick tool; you are going to like it. Let's look at your dashboard. So, you know, It's looking a little different since you went to two point. Oh, You have a thirty nine percent engagement rate, which is great. There are not as many texts going out as I'd like to see, so I want to get something together for you for Labor Day.
9:41
And just go, just go heavy on the text there. And why.
9:46
Aren't more texts being sent?
9:50
It's working, you know, it's working differently than the previous one. And the text being sent out would be more on you and me to do with ad hoc. So I.
10:02
Went really set up in a way that if the customer didn't respond to the email, then we send them a text. Um.
10:10
That is, that is true on some of the campaigns, but because you have a new domain, Um it's going. Um it's going email first because you are not having all of that. You know, You are not on a shared domain with everyone else on um so we're getting a better email response. Is basically the answer. But I do want to um do ad hocs again like more text heavy. And so, that being said, like when you do have your full path demo, like in a perfect world, if you had your demo tomorrow and you signed on say Friday, there are still many levers to be pulled. So we're still rolling with AMP until they say this one's on this one's off. Right? So we'll still have another at least another month to do this part together. Three hundred and six tasks created and I just pulled this up. We're hitting a bunch of different people.
11:08
Um, with the new campaign set up, and so we have some slipping through the cracks again. Um, where was I? There are a ton of your friends at because they're hitting it looks like a lot of service customers that they weren't touching before. So here we've got a page and a half of your service department ads. So those folks are people that service never purchased. So they don't have an assigned rep and they're falling into that orphan bucket basically falling on deaf ears.
11:39
So, you want to go in here and reassign those? I don't know if that's your job or whose job. I can show you where it is.
11:45
We have a bunch of stuff that's not assigned to anyone, so nobody's getting right.
11:50
Yeah, So all these peopleum your service department out. All these people hereum have interacted with an email. Um and don't have anybody answering them. Because so there's this page, there's like six down here, and then the next page it looks like there's probably twenty something. So, do you want me to show you where that is, or you know where you know where you are going?
12:14
What are we talking about?
12:16
We're talking about the reassignments. Yeah, settings islands.
12:21
One into assignments by rep right now.
12:23
Yep, okay, there. Yep, yep, yep. And then just skip bad because bad.
12:27
Actually just say all and then.
12:32
Let's look.
12:33
Should I do lead status all?
12:36
Um, well, that would choose bad as well. So, you probably just want to go through with just the the um the first three: active, sold, and lost. Yeah, And then anybody who's not there anymore, likeum any any uh salespeople that aren't there anymore. So you're saying,"
13:03
Sales rep" and then do all.
13:07
Okay. I mean, there's no harm in including that. They may be duplicates. Um,
13:15
Because these are probably going to be actives, right? Right. Okay.
13:20
So is that like some inactives? Yeah Like Tristan has 1100 in his name, and it looks like he doesn't work there anymore.
13:33
Yeah, I mean that's just a little bit of housekeeping, but there's opportunity there. And um.
13:40
Go in here and because the you know do you remember Jason? He doesn't do this stuff anymore.
13:45
Oh, but he's still around huh?
13:47
Yeah, he's still there. They have him doing other stuff. Anyway, Yeah, I need to just go in here and do this stuff myself I guess. Okay What about all these ones that are listed in your service department at Brian Harris?
14:03
Should I assign those to a salesperson? Are those getting tasks assigned via AMP? Are you asking me? Yeah.
14:11
Yeah, so that's the thing is okay. Repeat what you're repeat what you said.
14:15
Did you see any tasks being assigned to your service department at Harris BMW? Yes. Yeah,
14:24
Like a ton. So I sorted them, Let's see 40 and I sorted them, so I can get them all in a cluster.
14:33
They were on like the second or third page. Oh, yeah. Yes, there's a ton, like six. Yeah, So those you want to round robin, or you can just pick your favorite person and blow them up. But, you do want to have like a setting there. So that when more flow in they're distributed round robin and you don't have to manually do it anymore.
14:53
That's a good idea. Y'all um.
14:59
And, then the opportunity list is activated just by default with this amp two point oh. Um, But it's okay that nobody's manning it because they're doubled up there in tasks as well. They just wanted something like if you wanted to use that opportunity list, it's available to you. It just has a few campaigns on it. Um, but it's great that there is something on the dashboard there now. But again, they're Doubled up, So those opportunity people are they have there is a task associated with them, too, because it's kind of like one or the other. And personally, I like tasks better; there is just more accountability there. Um, and then you have fifteen um amp attributed sales. It looks like five of those were five of those were pre owned. Um, and let's take a peek at the new um.
15:55
And it looks like there is just one that doesn't have pricing associated with, but it is marked as delivered. So that's probably a matching issue. But um, uh you know, that's you know how to do that. Um and what else did I want to look at? This one the last contacted um CRM last contacted. That's what I wanted. Yeah so um Monet, Um, Monet Ford here. She received the your garage, um, which is the one that could be off a little bit. Um, She received your garage on the twenty eighth of July and came in on August, the fourteenth and purchased a twenty six X one. And that's great because that's the vehicle that you don't like. So yeah, that's Lance's favorite. Um so it's just neat to see.
16:54
The two point oh, is staying in front just as well as one point oh, was, maybe even better. Yep. And then fourteen direct leads you know, Those are the folks that are asking for help with something, and perhaps they want to discuss their lease in seventy seven, indirect leads ;. Those folks kind of went on their own journey after receiving content. They did their own research and created a link that way or a lead that way. Two hundred and ninety six repair orders with a revenue of almost two hundred and thirty thousand dollars. And um, let's see, I need to what I need to do is get something together for you for Labor Day. I want to just do a Labor Day text, And I need to look for the X, three five seven email that we talked about.
17:49
I know that I put in a work request, So I just have to find it and then make sure that the pricing is accurate. Let me look real quick. Um, two one zero one zero.
18:01
Let me show you something. Show me something. So, the thing you're talking about Yes Is.
18:19
This. So all like all of the, well, I guess I could just send you this. This is even better. Let me do this.
18:28
What are you sending me?
18:31
I'm gonna send your link in the chat. Okay. So if you just bookmark, I mean if you just use this, you could totally just cheat and steal off of this. This has all verbiage fine print.
18:49
Ah, okay. So I'll use the link that you sent me and doctor this up.
18:54
Yep, this will have all the newest stuff in it. Okay, This even has cool blurbs about BMW being the best luxury SUV, according to Consumer Reports.
19:08
Okay, great. Anyway, then I will use that.
19:11
Good all the right numbers are all there. Yeah.
19:15
All right, then I will jazz this one up, send that to you, and we'll lead with the text. And then once that's out, We'll get a Labor Day text for you just a text. So I don't have to go through design. And also I will line you up with your full path rep so that you can have that demo. Is there anybody else that you would want to be included at your dealership?
19:36
I mean maybe Brett. Yeah, we can see Brett. Okay.
19:48
Okay. All right, that sounds great. Um, so what else? What is the background behind you? Where is that?
19:59
Oh, I took that. That's in Denver.
20:01
Oh, that's really pretty.
20:03
That was um. I mean more specifically. oh shit. uh Rocky Mountain National Park. Oh wow!
20:14
Yeah, That is simply gorgeous.
20:16
My brother lives up there. That was last year when we went cruising around up there.
20:21
Oh, yeah, you all went to Red Rocks and show?
20:24
Yep, yep.
20:25
Yes, I have yet to do that.
20:30
Yeah it's beautiful.
20:31
I think I could get up.; I just don't think I'd be able to get down.
20:37
It's rough;, it really is rough getting all the way up to it up to Red Rocks.
20:41
I've heard my wife's been. Friends make pilgrimages there like annually, and I am like," Oh my gosh, what a mess!" Yeah. And you did that.
20:51
It is work for sure.
20:54
Yes. All right. Well, in the meantime, um, I guess I'll just I'll send you all this stuff and let me know what you think. Keep me updated on the full path status. Yes, And look,
21:06
Honestly, um Did, they email me and I missed it because that's possible? No.
21:12
Probably not. Probably not because, um, There was just kind of been a little bit of confusion about who was supposed to take care of it. So initially, it was performance managers, and then they told us to not say anything and let things just kind of like shake out. There was a lot of like moving parts, and then they opened it up to the um AMP managers to go ahead and get the word out because it was just like a lot. So. Anyway, um, we'll get that going real quick. There's like what'll happen is whenever I find that person, They'll send a link to their calendar, and then you can just pick when you want to do it.
21:51
Okay. Yeah, that's perfect. Okay, ’cause I I looked I don't have an email from them.
21:55
Okay cool. Well, I will get that going now. Hopefully you'll get, oh, you know what? I'll find the person introduce you and get you going today. So you'll have like somebody awesome.
22:05
Thank you.
22:05
Okay. Thanks, Lance. Hey, Olivia. Do you have anything else you need to talk about?
22:10
I am all set, Lance. Make sure. You've got an email from me that just kind of has a draft link again, some optimizations, and then we'll cover them in more detail in our September call.
22:18
Sounds perfect. Yes, I am going to add Olivia to the series. All right, perfect. Thank you. All right, cool. Thanks guys. Thanks y'all have a good afternoon too.