Resources

Free tools for dealers serious about AI.

Practical checklists, scorecards, and templates we use inside engagements. Take what works.

Dealer AI Readiness Checklist

42 questions across sales, service, fixed ops, marketing, and management. Score your store in 30 minutes.

AI Vendor Evaluation Scorecard

A one-page scorecard for stress-testing any AI demo before you sign a contract.

GM's Guide to AI in the Store

What to deploy first, what to ignore, and how to keep your managers accountable.

BDC AI Workflow Templates

Battle-tested workflow templates for lead response, unsold follow-up, and equity outreach.

AI Policy Starter (Dealer Edition)

A starter policy framework for AI use, data handling, and TCPA-aware automation.

Daily Action System Template

The one-page format we use to turn CRM/DMS data into manager action lists.

Want it tailored to your store?

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