Brian Harris BMW — AMP 2.0 Review + Fullpath

DateAugust 25, 2026

AttendeesLance Faucheux, Katie Westerfield (AMP), Olivia (Dealer.com)

TopicAMP 2.0 performance, mileage rule, Fullpath, group site

Next Check-inFullpath demo (calendar link pending) · Dealer.com group site Sept 22

Working take

AMP 2.0 is performing. Cox is moving the account to Fullpath at grandfathered AMP pricing. AMP stays live at least another month. Do not rip AMP. Book the Fullpath demo when Katie’s intro/calendar link lands. Include Brett.

AMP stays live ≥1 month Fullpath = eval, not cutover Grandfathered AMP price Group site ≠ store Motive site

Headline numbers (spoken on the call)

39%

Engagement

AMP-attributed sales

Of those pre-owned

14 / 77

Direct / indirect leads

296

Repair orders

~$230k

RO revenue

306

Tasks created

~1,100

Tasks still on Tristan

One delivered sale missing CRM price match. Example path: Monet Ford received Your Garage July 28 and bought a 2026 X1 August 14.

Decisions locked

📏

Exclude last-service > 3 years from mileage estimatesYour Garage adds 1,000 miles/month from last RO. A 2020 visit at ~57–58k produced a bad trade-in number for a low-mileage driver (Thomas/Elizabeth shared email → Brett). Katie will change the rule.

🔁

Round-robin unassigned service-origin AMP tasksService customers with no sales rep are landing in an orphan bucket (~20+ on page two). Lance will clean existing tasks (active / sold / lost). New flow should auto-distribute.

📅

Dealer.com group-site review stays Sept 22brianharrisautogroup.com is neglected. Olivia emails draft links + homepage demo first. Katie adds Olivia to the recurring AMP series. Store website vendor remains Motive — this is the group Dealer.com property.

🚚

Fullpath demo, not a cutoverKatie introduces Lance + Brett today and sends a calendar link. Same AMP service, “way better,” grandfathered price vs going direct. 60-day free trial on cherry-pick add-ons, then paid. No dollar amounts stated.

Open actions

Katie Introduce Lance and Brett to a Fullpath rep today and send the calendar booking link. No Fullpath email has landed yet.

Katie Exclude customers whose last service visit is over three years from automated mileage / Your Garage estimates.

Katie Text-heavy Labor Day ad-hoc (skip design). Update X3/X5/X7 email from the live offer link Lance dropped in chat (verbiage, fine print, Consumer Reports SUV blurb).

Katie Add Olivia to the Sept 22 recurring meeting series.

Olivia Email group-site optimizations, draft links, and a homepage demo page before Sept 22.

Lance Reassign orphaned CRM/AMP tasks (active / sold / lost). Clear dead-rep queues (Tristan ~1,100). Set round-robin for service-department orphans. Jason is still at the store but not on this work.

Notes for the GM

AMP 2.0 is email-first because the account is on a dedicated domain, not a shared one. That is why fewer auto-texts are firing than on 1.0. Ad-hoc texts are on Katie/Lance. Opportunity list is on by default and doubled with tasks — Katie prefers tasks for accountability.

Do not replace AMP on this brief. Fullpath is the Cox successor path. Dual-run until they say one is off. Pricing stays at the current AMP tier if they migrate through this intro; going to Fullpath direct would be a different tier. No invoice numbers on this call.

Source: Plaud b19717338f15969ca759793220b86860 · AMP2-FULLPATH-20260825