| Date | Type | Details |
|---|---|---|
| Apr 15, 2026 | Strategy Consultation | Bi-monthly in-person consultation with Lance Faucheux — ad spend review, inventory strategy, co-op planning. Next session after Zone Manager debrief. |
| Apr 22, 2026 | Social Photo Session | Monthly on-site photo shoot — new inventory, staff, showroom. Custom content for social media and Google Business Profile. No stock images. |
| May 1, 2026 | Strategy Consultation | Second bi-monthly consultation — Q2 budget planning, May campaign kickoff, performance review from April changes. |
| May 17, 2026 | 🌸 Spring Client Appreciation Picnic | Annual spring client appreciation event hosted by Prestige BMW of Nashville. Past customers, referral partners, and VIPs invited. The Cooperative Agency handling invitations, social promotion, and on-site content. |
| Date | Topic | Summary |
|---|---|---|
| Apr 2, 2026 | Onboarding Kickoff ↗ | Initial vendor audit completed. CDK and VinSolutions confirmed active. SEM spend reviewed — identified $4,200/mo in wasted keywords. Immediate action: pause generic luxury terms, double brand campaign budget. |
| Apr 9, 2026 | Zone Manager Prep / Co-op Review ↗ | Pulled Q1 performance for BMW Zone Manager visit. Identified $12,400 in eligible co-op spend not yet submitted. Deadline April 15 — office manager actioning today. |
| Service | Vendor | Rep & Contact | Monthly Cost |
|---|---|---|---|
Dealer Management System Core dealership ops — inventory, accounting, service |
CDK Global | Marcus Webb📞 (615) 555-0134✉️ m.webb@cdkglobal.com |
$3,200/mo |
CRM Lead management, customer follow-up, sales pipeline |
VinSolutions | Sarah Tillman📞 (615) 555-0247✉️ s.tillman@vinsolutions.com |
$1,800/mo |
Inventory Management Trade appraisals, inventory pricing, market analysis |
vAuto | Kevin Draper📞 (615) 555-0391✉️ k.draper@vauto.com |
$1,400/mo |
Vehicle History Reports CARFAX vehicle history, One-Owner badges, Service History integration |
CARFAX | Brooke Langford📞 (615) 555-0458✉️ b.langford@carfax.com |
$650/mo |
| Service | Vendor | Rep & Contact | Monthly Cost |
|---|---|---|---|
Dealership Website Website platform and hosting |
Motive | Motive Support✉️ support@motive.com |
$2,100/mo |
Listings & Marketplace Vehicle listings on Autotrader and Kelley Blue Book |
Autotrader / KBB | Greg Fontaine📞 (615) 555-0773✉️ g.fontaine@autotrader.com |
$3,500/mo |
AI Chat / BDC / WebChat AI-powered customer messaging, web chat, review management |
Podium | Jenna Pryce📞 (615) 555-0844✉️ j.pryce@podium.com |
$1,200/mo |
SEM / Google Ads Paid search managed by J&L Marketing |
J&L Marketing | J&L Marketing✉️ support@jandlmarketing.com |
$8,000/mo spend |
| Service | Vendor | Contact | Monthly Cost |
|---|---|---|---|
Social Media Management Content creation, scheduling, and publishing across all platforms |
The Cooperative Agency | Lance Faucheux✉️ lance@thecoopbrla.com |
Included |
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 | Motive Support | support@motive.com |
| CRM not working | Sarah Tillman — VinSolutions | (615) 555-0247 |
| Chat / AI not responding | Jenna Pryce — Podium | (615) 555-0844 |
| Inventory pricing issues | Kevin Draper — vAuto | (615) 555-0391 |
| Autotrader listing issues | Greg Fontaine — Autotrader | (615) 555-0773 |
| Social media / content | Lance Faucheux — The Cooperative Agency | lance@thecoopbrla.com |