Meeting summary · Prepared by The Cooperative Agency

Harris Porsche — Website & Lead Ops Review

June 25, 2026  ·  Dealer Meeting
June 25, 2026
Website UX, mystery-shop leads, reporting, photos
Spellar meeting summary

Overview

Team reviewed website UX defaults, mystery-shop lead delivery issues, and lead-handling practices. Key outcomes: investigate/remove unwanted default behavior (zip/payment estimate), rerun mystery shop after resolving IP-rate limits, and fix photo ordering and reporting gaps.

Decisions

✅
Rerun the mystery shopAfter implementing a workaround for IP rate-limits.
✅
Escalate website defaulting behaviorVia email and investigate cookie/profile logic.
✅
Manually audit inventory photosContinue manual QC for V Auto transfers.

Website defaults & UX issues

Discussed unexpected defaults (payment estimate and saved zip), the missing initial zip popover, and whether site should auto-fill based on saved cookies. Participants noticed the site defaulting to a previously saved ZIP and showing the payment estimate without an obvious way to opt out. The historical behavior (a popover prompting ZIP on first entry) has changed. The group debated whether the behavior is caused by retained cookies/cache and whether it should be corrected or made optional. An escalation email will be sent to address the flaw.

InsightSite is defaulting ZIP/payment estimate based on saved data; previous popover behavior removed.
RiskPotential cookie/cache interaction causing unexpected defaults.
ActionSend email to escalate and decide ownership.
TaskInvestigate zip/default behavior — Engineering/product to confirm source (cookies, saved profile, or code change) and propose fix or opt-out for payment estimate and zip defaulting.

Mystery-shop lead delivery & IP rate limits

Mystery shop revealed IP-based submission limits caused many dealers to miss leads; the team needs a workaround and to redo the test. The team preloaded unique phone numbers and submitted many site leads simultaneously. New IP protocols limited submissions per IP within short windows, which caused two-thirds of dealers to not receive the leads. This discovery invalidates the initial mystery-shop results and requires a re-run after implementing a distributed submission approach or coordinating with platform vendors.

Pain pointIP-rate-limits blocked bulk mystery-shop submissions; many dealers missed leads.
ActionNeed to redo mystery shop after technical workaround.
TaskPlan mystery shop re-run — Create an execution plan that avoids IP limits (stagger submissions, use distributed IPs, or coordinate with vendor) and schedule the redo.

Lead response practices

Emphasis that texting and calling outperform email; best-practice is to send multiple contact channels quickly and add CRM notes. Team agreed most customers respond by text or phone, and email is low-performing. Recommended practice: attempt text first, call if no response, and send email only when needed; always add notes to CRM and retry communication via multiple channels within a short window.

InsightTexting yields better conversion than email; send multi-channel follow-ups quickly.
ActionAdd contact attempts as CRM notes and re-attempt outreach.

Reporting & performance metrics

Conversion report was removed from PPN; team pulled year-to-date data separately and found a 74% win rate; website scorecard was strong (9/10). A favored conversion report was removed centrally; the presenter pulled cross-source data and reported a 74% win rate vs RDRs—highlighting strong follow-up performance. Monthly site score was high (9/10), with availability windows as the main risk area.

Pain pointConversion report removed; request to restore it.
Praise74% win rate and 9/10 website score — positive performance.
TaskRequest report restoration — Ask reporting/PPN team to restore the conversion report or provide equivalent access.

Inventory photos & V Auto integration

Photos were mis-sorted in the inventory platform; manual resorting was required and V Auto transfers may not preserve categories reliably. Several vehicle photo sets were found unsorted or in miscellaneous buckets; the presenter manually resorted all listings. The team noted distrust of relying solely on V Auto for correct sorting and will continue manual verification.

Pain pointPhoto ordering broke; manual re-sorting completed.
ActionContinue manual QC for V Auto transfers.
TaskAudit and fix inventory photos — Perform a complete inventory photo audit, fix misordered images, and document steps to prevent recurrence.

Action items

ActionEmail escalation about UX bug
ActionContact Dominic & Cody