| Date | Topic | Summary |
|---|---|---|
| Oct 8, 2026 | Floor ops — iX3 pages + CP parts |
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iX3 pages no ad $; CP parts −$200–400/day vs $7.4k; old-body X5 3+1 V8; separate from J&L opt same day.
|
| Oct 8, 2026 | J&L opt — inventory focus + holiday video |
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$4.5k plan: X3-led new; Meta used BMW/non-BMW split; 2026-only X5 LPs; Road Home video + Nov 9 visit.
|
| Sep 29, 2026 | Sales $7,000 → $4,500 + two CPO pages |
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Sales moved $7,000 → $4,500. Service held $1,500 (adjustable). CPO X3 + new CPO X5 live. J&L promoting via keywords and search.
|
| Sep 10, 2026 | Recall MY2015+ + website service coupon |
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Hard-stop MY2015+ · ~2,700 non-DMS · full channel + BDC. Site coupon 10%/$100 max · exclude value service, tires, glass. Check BHBMW cap with Michael.
|
| Sep 10, 2026 | New BMW launch evening — co-op path |
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Fri 5–7:30p · X5/iX3/i7 · catered, no alcohol · BMW invite pre-approval before any spend. Date “23rd” month TBD.
|
| Sep 9, 2026 + supp. Sep 11 |
J&L Weekly — Recall / CP service / tires / X5 (supplemented Sep 11) |
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Sep 9 base + Sep 11 supplement from BHBMW J&L call: Rick likely go on recall (Caleb to lock dates, 18-day lead); service 10% now $200 max (supersedes Sep 10 $100 talk); Sunbit banner; brand banners pending; model-intro quote optional.
|
| Aug 19, 2026 | BMW Retail CRM Office Hours — VOC / RDR email backfill |
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July RDR changeover: some VOC dates show August; ~3,000 sales RDRs missing email. Dashboard: last 30 days + email invalid + sales only. boc-us@bmwna.com. Focus topic not in this Otter capture.
|
| Aug 12, 2026 | J&L Optimization — X5 creative + Meta lead form pilot |
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X5 0.9% APR primary; Meta lead forms Jackson-first then Harris; no general service offer; service page path fix EOW.
|
| Apr 22, 2026 | AutoHub Demo — Vehicle Acquisition Platform |
View Full Summary →
Strong fit for used inventory needs. Recommend Rick take demo. $1,125–$1,395/mo.
|
| Apr 16, 2026 | Vendor Expense Review — Rick McCary Sit Down | Vendor expense reclassification discussion. Website (Motive) and Podium to be moved out of advertising into semi-fixed operational. True advertising = AutoTrader, J&L, Epsilon, SEM/Google Ads. Action: audit full vendor list and finalize GM brief with costs itemized under correct categories. More takeaways TBD. |
| Apr 8, 2026 | Paid Media Review & Budget Planning | View Full Summary → X3/X5 priority confirmed. $500 shifted to VLA + retargeting. Used feed cleaned to BMW-only. 185 leads, 96 calls MTD. |
| Service | Vendor | Rep & Contact | Monthly Cost |
|---|---|---|---|
Dealer Management System Core dealership ops — inventory, accounting, service | Reynolds & Reynolds | Rep TBD | TBD |
CRM Lead management, customer follow-up, sales pipeline | Reynolds & Reynolds | Rep TBD | TBD |
Inventory Management Trade appraisals, inventory pricing, market analysis | Vauto | Clay Doyle📞 (270) 612-1287+ Add to Contacts | TBD |
Vehicle History Reports CARFAX vehicle history, One-Owner badges, Service History integration | CARFAX | Rep TBD — confirm with Rick McCary | TBD |
| Service | Vendor | Rep & Contact | Monthly Cost |
|---|---|---|---|
Dealership Website Website platform and hosting | Motive | TBD | |
AI Chat / BDC / WebChat AI-powered customer messaging, web chat, review management | Podium | TBD |
| Service | Vendor | Rep & Contact | Monthly Cost |
|---|---|---|---|
Listings & Marketplace Vehicle listings on Autotrader and Kelley Blue Book | Autotrader / KBB | TBD | |
BMW Teleservice (Service Dept) BMW Teleservice — service department outreach program (OEM) | Epsilon | TBD | |
Google Ads & Meta Advertising Google Ads & Meta (Facebook/Instagram) managed by J&L Marketing · Sep 29 spend + CPO pages → | J&L Marketing | Michael Dorsey📞 (513) 703-1151✉️ mdorsey@jandlmarketing.com | ~$8,000/mo |
| Service | Vendor | Contact | Monthly Cost |
|---|---|---|---|
Social Media Management Content creation, scheduling, and publishing across all platforms | The Cooperative Agency | Lance Faucheux✉️ lance@thecoopbrla.com | — |
For any vendor issue, text Lance Faucheux first — (225) 276-5682. Do not email — texts get a same-day response, emails may not. The contacts below are direct vendor lines for when Lance is on vacation or unreachable.
| Issue | Contact Lance First: lance@thecoopbrla.com | Direct Vendor Contact (Backup) |
|---|---|---|
| Website is down | Dessrae Edison — Motive | (601) 550-2972 |
| CRM not working | Reynolds & Reynolds Support | TBD |
| Chat / AI not responding | Tyler Barnes — Podium | (385) 485-6773 |
| Inventory pricing issues | Clay Doyle — Vauto | (270) 612-1287 |
| Autotrader listing issues | Steven Nini — Autotrader | (601) 996-1277 |
| Digital marketing (Epsilon) | Adam Nicholas — Epsilon | (213) 509-0888 |
| Social media / content | Lance Faucheux — The Cooperative Agency | lance@thecoopbrla.com |