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coop-dev · 2026-09-14 · 11m11s

09-14 Meeting: Improving Lead Generation and Management

id b2e70a3002ec791674149505b65ea2a2spoken

BHBMW — service-drive lead acquisition dashboard (GO)

Store wants one morning dashboard instead of juggling TSD / CRM / VON / AMP CSVs (40–50 service appts/day; giant list thrash).

Build (Lance + Ada · ~24h prototype promised on call)

  • Same-day service appointments with phone + assigned salesperson
  • Prior vehicle / lease-loan-cash / outside finance / specials eligibility
  • Multi-source hits flagged hot; AMP click signals when available
  • PDF download per salesperson (e.g. "Mila's list")
  • Later phase: recent appraisals / unsold trades / cold leads

Adjacent

  • Ask Landon about GrokBot experience (store-side AI; web version only)
  • Ties directly to Acquire Desk / sales acquisition path
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