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dealers · 2026-11-10 · 10m55s

HP · VIP loyalty list + outreach (Nov 10)

id of_c214748aaa290e9479617e0334ff033fMidday brief Nov 10 — VIP list / CDK export

HP · VIP loyalty / outreach · Nov 10

  • Floor working a ~3,600 CDK export; ranking multi-buyers (4+ cars) into top 10 / 11–25 / 26–50 with color codes.
  • CDK export misses spouse/LLC/phone crossovers — manual match required.
  • Lance: can pull historical loyalty (sales + aftersales); idea = exclusive VIP event (not just pre-buy).
  • Side note: X5 reveal next week + Bacon & Fig (already tracked on BHBMW).
  • Color: service-loaner write-down history story — context only, not an action.
2:27

4+ car VIPs

Color-code top 10 / 11–25 / 26–50 from multi-buyers.

1:50

CDK links break

Spouse/LLC/phone crossovers need manual match.

1:09

VIP event idea

Exclusive night for best clients, not only pre-buy.

0:00
And all you gotta do is go. Okay, we got a GT3. Who've given it to? Oh, just click that. Oh, there it is.
0:09
Yeah.
0:10
I was like, dude, almost.
0:11
Because what they had before.
0:12
Yeah, because that's what they had.
0:14
And I feel like some of those are crossover. They're all just crossover.
0:18
So it's like they're all.
0:19
I would offer. It's all of them.
0:21
They're all crossover. Yeah. You know, as far as that, a lot of it goes.
0:24
And how are y'all doing the offering?
0:26
Do y'all? Are you just calling it? They call. Call, call, email,
0:31
Call and email. I'm sorry, call and text. That's it. Yeah, but anyway,
0:36
Got me other thing real quick. I was like, who are my best clients?
0:40
So I got them. Yeah, that's an easy. You know, that's an easy output for you. Like I actually probably already have all that data going back as far.
0:48
Well, depends on how far you want it. I can make it go back as far as you want.
0:51
Yeah, I mean, I got my I got my full customer list, and I could pull who spent the most, but that's.
0:59
Yeah, then you got to talk about who was most loyal in after sales, also. Like who was most loyal for variable, not just variable and fixed. That's nothing. Um.
1:09
Yeah, because you know what you should actually do with that is create a VIP event for them,
1:16
Not just like in front of the buy, but like, hey, I've got ten of my best clients coming tonight. It's exclusive. We got wine.
1:23
You know, we got we got you know, like find somebody who.
1:26
Because I like to export. I'm sorry, I was trying to do it a different way. Yeah.
1:31
But the problem with CDK and exporting is.
1:35
Oh, I know about building reports in CDK. It's a fucking bee's nest.
1:38
Well, no, the problem is it it doesn't recognize that.
1:42
You know.
1:47
It goes for either like, one commonality.
1:50
But I got some people that are like my cars and names and their things, and like if I go by commonality name, I'm gonna miss some. Or phone number, I'll miss a few here because of crossovers. So there's or like husband and wife, you know that you can't quite it won't not doesn't not link some of those. So I was like, ah, cool. I figured I'm gonna do it. Yeah.
2:10
So what did you do?
2:11
Oh, I just exported. I just did it.
2:13
Just did it yourself.
2:14
I went through every single person.
2:15
Well, I don't have that many. Huh? Like how big is the list?
2:21
Are we talking about a couple thousand, several thousand?
2:24
Yeah, there's some. Okay.
2:27
Yeah, it's easier than you think, though, because I'm not going for the people who bought one car. I'm looking for people who bought, you know, four and above.
2:34
So that part's easy.
2:36
The bought one and above? Oh, four cars. Yeah, above.
2:38
Is that part? That part's actually easier than you think.
2:43
Yeah, dude. Yeah, a fucking custom event for those people would be really fucking cool.
2:50
They're having a X5 release party next next week. Yes.
2:55
We'll see how it goes.
2:57
I'm always funny when I recommend. I recommend. I told them just call Bacon and Fig. Have you ever used Bacon and Fig? Caterers.
3:04
It's like they started out. They were founded by the guys that founded that opened up B R Q, and they also have co ownership and work out of the facilities at the Culinary Institute.
3:16
So we'll see.
3:19
Their event, I've seen their stuff. I've never eaten it. I know their events look nice,
3:23
But oh yeah, yeah, it'd be nice to have all the new people, persons right there next to a Tuesday. It'd be nice.
3:31
Like I said, I'm only looking for certain key characters. You know,
3:36
I'm not. I'm not trying to go through all 3,600 of them and rank them. Yeah, good.
3:40
I can't do that.
3:41
That's not. I wonder if I have to hold. I think I have all custom data, but it's already exported.
3:52
Wait.
3:53
When I'm done with it, I'm going to color code me the top ten customers and the top ranking, the top ten twenty-five. I'm sorry, eleven twenty-five.
4:02
Then twenty-six to fifty. You know. Yeah. I guess not even most of them are. So it's just pinpointing them and then their LLCs that I know. Yeah.
4:21
Yeah. Because some of them have it.
4:30
Yeah, they have multiple companies. Yeah, exactly.
4:32
And that's, and they'll have different phone number. They don't have a lot of profiles that's not really connected.
4:38
But I know that I know which ones they are. Yeah.
4:42
So that's why I'm saying, like, it can only do so far for you.
4:46
Yeah, I mean, some of it has to be, you know, in your clientele. Correct.
4:50
And that's why, like I said, I just like go full on. Just you know,
4:56
Give a little copilot. Hey, just want to help,
4:59
Alex. You know. Oh, copilot. I never use that.
5:03
Oh, what's Microsoft's little AI? I don't know. I just type in there. You know.
5:09
Kind of. I just dude. It's funny. Like I don't even use. I haven't used Excel in a while either. All of it. Um, just because I build this, so I don't have to.
5:21
Like it's like processing data, you know. I used to build a lot of spreadsheets when I was selling.
5:27
Uh huh.
5:28
Um, but yeah, when I'm processing shit now, dude, I just look at the thing at this point, dude.
5:35
Dude, I messed around with yeah.
5:43
But oh yeah.
5:44
I remember.
5:45
Where the hell were you?
5:47
You were in Mini, I think. When I was dealing with Fred and all them, and they were trying to figure out what happened to all their write-down money from the service loaners. Do you remember that? It was a long time ago. They were. I built these gigantic, ridiculous spreadsheets that basically processed all the info on every loaner that went back like years, as long as we had the data, and found that basically somebody. They were. Instead of applying all of the write-down money, they had pulled out like three or four hundred thousand dollars out of the loaner write-downs,
6:19
And it was just being used elsewhere.
6:23
They were like using the write-down almost like a bruise to send to dealers that weren't doing well.
6:29
And yeah, no, no,
6:34
Because it it was like,
6:35
And it was at the time where remember BMW at that time on those service loans we had like a gross of like twenty thousand dollars. It was it was just ridiculous. And so they were like, well, they don't need this much profit. Yeah. But the right nows were coming out of those departments, and so it's like, okay, well, you're just taking money out of there and then not. And it was,
6:56
You know, it was funny because it was little numbers. It was like one, one and a half or a two percent every month per car.
7:02
So like, if it was, you know, it got down, got a right now of a hundred bucks or two hundred bucks depending on the car.
7:09
Anyway, yeah, that was a lot.
7:11
Oh, that was more funny.
7:13
Yeah. Well, it's supposed to just send them there, and then you decide. Okay, we don't really need to write these down this much. Let's actually just apply it to the departments.
7:25
Exactly. I don't know whatever came of that.
7:31
I was just kind of a you know I was a gofer at that point. I was just helping them out.
7:35
Oh yes.
7:38
Yeah.
7:42
It was fun.
7:44
I love.
7:46
I love the dude on a personal level. I did.
7:53
I love the dude on a personal level, but man,
7:56
GM quality was was tough. Rough. Yeah. You what?
8:13
All right, so tell us where we can come get this one. Yeah, so you can come buy this GT3 here at Harris Porsche.
8:18
Wait,
8:22
Red?
8:23
It's like asking basic, basic shit.
8:34
What?
8:36
Like I'm right? Have one.
8:43
Didn't know like more than the police,
8:45
But they'll pay more time, you know.
8:48
I'm like a guy, but also Peter came over. I don't tell you,
8:53
You know. Don't lease it. Yeah. Hey, he's like, can't remember what can we do with what can we do with that? Yeah.
8:59
And he was like, oh yeah, man, we can work. All right. And I have the policy read up.
9:04
Yeah, like,
9:05
No, man. I was like,
9:08
Not really. I was like.
9:11
I said it's it's five hundred miles, like we agreed, and it's uh,
9:15
You know, he told me to sell it for, and I was like, I'm a battery.
9:18
What am I gonna do? He's like, yeah, why don't you just adjust that residual?
9:24
Like you want more miles?
9:27
Then the guy's like, well, no. Yeah, so you can combine this GT3 here at.
9:33
Well, then I can't adjust the residual. Well, no, and I went.
9:37
That's not how residual works.
9:40
He's a fucking trip, dude.
9:42
It's like, what are we talking about right now? Like, and oh yeah, I knew that. Yeah, I was like,
9:50
I don't think you did know that. I don't know how some of those dudes.
9:54
I don't. I don't think you did.
9:56
Got where they were.
10:12
I was thinking you wouldn't have thought that.
10:25
All right, dude.
10:26
I want to get some shit done, and I got to make a quick decision on fucking Stephen Romley.
10:45
It's funny because I remember the first couple of times I fired that dude back when he used to come like twice a week, and we always had like fifty cars without photos. I didn't feel bad at all. Yeah.