| Date | Topic | Summary |
|---|---|---|
| Nov 11, 2026 | Showroom screens: OptiSigns ↗ | Replace MagicInfo (cloud ends Feb 28, 2027). 6 screens, Pro Plus ~$972/yr. Sticks TBD (~$600 if needed). BHBMW covers fees. |
| Nov 10, 2026 | J&L performance — year-end X3/X5 ↗ | 95 RO / $142k svc match · 3 sales / $114k · VDP barometer · used hot / new soft. |
| Nov 9, 2026 | X5 reveal — Nov 19 RSVP + catering ↗ | Thu 6–8p · newsletter RSVP page · Bacon & Fig after headcount · no alcohol default. |
| Nov 9, 2026 | VCA — on order kills agent (AG) ↗ | On order / pending finance / pause deactivate VCA. Group-wide process fact. |
| Nov 6, 2026 | Regional marketing funds + SEO / co-op ↗ | ~$18k retail co-op via J&L; ~$32k after-sales use-or-lose; MyKarma phone + X3/RX + loaner photos; Veterans Day Nov 11; GMB copper offers. |
| Oct 19, 2026 | Vin AI — quiet hours 11 p.m.–8 a.m. ↗ | Heidi outbound texts dark overnight; resumes 8:00 a.m. Draft GM note on the page — not sent. |
| Oct 9, 2026 | Sales meeting — X5 pipeline + stop-sale ↗ | Pre-sell X5 (~46–48 alloc); stop-sale as retrofit; signed declines; Coach’s Board; Lance: call-review roster + Lamar/Austin renewal still open. |
| Sep 11, 2026 | J&L Optimization — Sales / X5 / recall / offers ↗ | Primary BHBMW call: sales flat after catch-up; service stronger than Jackson; used/CPO +16% 3mo; ~19–20 X5s; model-intro quote; recall quote; $200 service disclaimer fix; VLAs stay PMax; FB lead forms hold. |
| Aug 25, 2026 | AMP 2.0 Review + Fullpath Transition ↗ | 39% engagement · 15 AMP sales · mileage rule >3yr exclude · Fullpath demo pending (grandfathered AMP price) · Dealer.com group site Sept 22. AMP stays live. |
| Jul 28, 2026 | VinSolutions VCA Demo — AI BDC (vs Podium AI BDC) ↗ | Demo notes. Text/email AI BDC inside VinSolutions. Does not cover review invites or website chat. Podium AI BDC $1,100/mo · VCA $700/mo MTM stated. |
| Apr 22, 2026 | AutoHub Demo — Vehicle Acquisition Platform ↗ | Scale service-drive outreach. Evaluate against AMP performance first. $1,125–$1,395/mo. |
| Apr 9, 2026 | Monthly Strategy Meeting ↗ | Q1 review, EV one-to-one campaign (17 leads), expired ad fixes, sedan SEO pages, First Responder program update. |
| Recurring | Type | Details |
|---|---|---|
| Every Monday & Friday | Management Meeting | 10:30 AM — Lance attends store management meetings. Tentative based on availability — makes most of them. |
| Monthly | Photo/Content Shoot | On-site photography session — new inventory, staff, showroom. Custom content for social media, Google Business Profile, and email. No stock images. |
| Service | Vendor | Rep & Contact | Monthly Cost |
|---|---|---|---|
Dealer Management System Core dealership ops — inventory, accounting, service |
CDK Global | Rep TBD | TBD |
CRM Lead management, customer follow-up, sales pipeline |
VinSolutions |
Royce Lee
📞 (309) 997-8009
+ Add to Contacts
|
TBD |
CRM Marketing Automation Automated email/text campaigns inside VinSolutions. Evaluating Fullpath as Cox successor (Aug 25 notes) — AMP stays listed. Grandfathered AMP pricing if they migrate through this intro. Dual-run ≥1 month. |
AMP (VinSolutions) |
Katie Westerfield
📞 (770) 883-0428
+ Add to Contacts
|
TBD |
Inventory Management Trade appraisals, inventory pricing, market analysis |
Vauto | TBD | |
Vehicle History Reports CARFAX vehicle history, One-Owner badges, Service History integration |
CARFAX | Clay Dugas📞 (225) 266-6561+ Add to Contacts |
TBD |
| Service | Vendor | Rep & Contact | Monthly Cost |
|---|---|---|---|
Dealership Website Website platform and hosting |
Motive | TBD | |
Listings & Marketplace Vehicle listings on Autotrader and Kelley Blue Book |
Autotrader / KBB | TBD | |
AI Chat / BDC / WebChat Podium stack: AI BDC, website chat, review invites. VCA demo covers AI BDC only (notes) — not reviews or site chat. |
Podium | $1,100 AI BDC only |
|
Google Ads & Meta Advertising Google Ads & Meta (Facebook/Instagram) managed by J&L Marketing · Sep 11 optimization notes → |
J&L Marketing | Michael Dorsey📞 (513) 703-1151✉️ mdorsey@jandlmarketing.com |
TBD |
| 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 | Royce Lee — VinSolutions | (309) 997-8009 |
| Chat / AI not responding | Tyler Barnes — Podium | (385) 485-6773 |
| Inventory pricing issues | Dwayne Hearl — Vauto | (813) 215-3632 |
| Autotrader listing issues | Josh Gwin — Autotrader | (225) 954-1627 |
| Social media / content | Lance Faucheux — The Cooperative Agency | lance@thecoopbrla.com |