Dealership AI Setup

I Build AI Systems
for the Work That
Slows the Store Down

Reporting, CRM cleanup, email triage, desk logs, alerts, and follow-up workflows. I built these systems for my own store first. Start with a $500 workflow audit, then credit it toward setup if we build.

Book a Workflow Audit Get the Playbook — $297
Built from live store work in San Antonio • 200+ new cars/month
45min
Morning Reports
30min
CRM Task Cleanup
60min
Email Sorting
0min
After AI Setup
Limited to 3 active consulting clients at a time  ·  Currently accepting Q2 2026 clients
Real Results at a high-volume Kia store

Built for My Store First.
Now Offered to Yours.

200+
New Cars / Month
These systems run at a high-volume Kia store. Not as a demo. As part of the day-to-day work.
3hrs
Daily Admin Eliminated
Morning reports, CRM task triage, email sorting, desk log entry. Work that now gets handled before the day starts instead of during it.
847
CRM Tasks Triaged Automatically
790 auto-cleared. 57 flagged for human review. The routine work gets handled so attention can go where it belongs.
How It Works

Simple Process.
Live in Days.

01
Book the Audit
30 minutes. You walk me through your workflow, your tools, and what keeps backing up. I’ll tell you what I’d automate first and what it would take.
02
I Audit Your Setup
I map your tools, data flow, and operational bottlenecks. VinSolutions, DealerSocket, vAuto, DealerTrack, manufacturer portals. The setup depends on how your store actually runs.
03
Automation Deployed
Your system goes live. Reports arrive earlier. Tasks are cleaner. Emails are sorted. The day starts with better information and less drag.
Book Audit
The Shift

What the Morning Looks Like
Before and After

This is based on the shift in my own store once the routine work stopped piling up at the start of the day.

Before

  • Pull numbers from multiple systems before the day really starts
  • Build the morning report by hand
  • Sort through email to find the few items that matter
  • Clear CRM tasks one by one, even when most are noise
  • Type up the desk log from sold deals
  • Get to the real job later than you should

After

  • Wake up to a finished report on your phone
  • See the few email items that actually need you
  • Let routine CRM cleanup happen automatically
  • Have the desk log built from sold data
  • Get alerts only when something needs attention
  • Start the day focused on the floor, not admin
What Gets Automated

The Work That Shouldn’t
Take Up Your Best Hours

These systems came out of real store needs. The point is better visibility, faster follow-up, and less routine admin.

Morning Report
Pulls from VinSolutions, vAuto, manufacturer portals, and your desk log. Delivered before the day starts.
Read how it works →
Email Triage
Reviews the inbox throughout the day, surfaces what needs action, and clears out the routine noise.
CRM Cleanup
Auto-clears routine tasks, sends re-engagement texts to cold leads, and flags the deals that need a manager T/O.
See the breakdown →
Smart Alerts
If pace slips, a finance deal sits too long, or a customer issue starts aging, you know without checking four dashboards.
Social Content
Weekly content batches for X, Instagram, and Facebook. Written in your voice and organized so posting is easier to keep up with.
Paperwork Automation
Desk logs, dealer trade worksheets, and deal tracking generated from your existing data instead of typed by hand.
Pricing

Choose the Right
Starting Point

Start with the audit if you want clarity before committing. If we build, the audit credits toward setup.

Fastest Start
Workflow Audit
$500
Credited toward setup if we build
  • 30-minute workflow review
  • Automation priority map
  • What to build first
  • What not to automate yet
  • Setup recommendation and quote
Book Audit
Starter
AI Foundation
$1,000
One-time setup · Delivered in 3-5 days
  • AI assistant installed and configured
  • Connected to your CRM, email, calendar
  • Automated morning report
  • Mobile notifications (Telegram or SMS)
  • 60-minute walkthrough call
  • 14 days of support
Book a Call
Most Popular
Dealership Operations
$3,500
One-time setup · Delivered in 7-10 days
  • Everything in Starter
  • CRM task automation
  • Email triage + priority inbox
  • Desk log automation
  • Pace & alert monitoring
  • 3 custom automations for your store
  • 30 days of support
Book a Call
Full Stack
Full AI Buildout
$7,500
Setup + 3 months coaching
  • Everything in Dealership Operations
  • Social content engine
  • Deal & trade paperwork automation
  • Rep performance tracking
  • Unlimited custom automations
  • Monthly optimization calls (3 months)
  • Direct DM access to me
Book a Call
FAQ

Common Questions

Will this work with my CRM?
Yes. It works with VinSolutions, DealerSocket, and most major dealer CRMs, along with tools like vAuto, DealerTrack, kDealer, and manufacturer portals.
How long does setup take?
Starter is typically delivered in 3-5 days. The middle package usually takes 7-10 days. The full buildout runs longer because it includes deeper setup and coaching.
Do I need technical staff to maintain this?
No. The system runs on a Mac or PC that stays on at your desk. After setup and the walkthrough, it should be easy to live with. Support is included in every package.
Can AI really automate my morning reports?
Yes. It can pull from VinSolutions, vAuto, manufacturer portals, and your desk log, then build the report and send it to your phone before the day starts. Read the full breakdown.
How much time will I actually save?
For most managers, the biggest gains come from reporting, CRM cleanup, email sorting, and desk work. It adds up fast, especially when those tasks were eating the first part of every day.
Can you set this up remotely?
Yes. Everything is done remotely by screen share, so location is not the issue. The main question is whether the workflow is worth fixing.
What happens on the audit call?
30 minutes. You walk me through your workflow, what tools you use, and where time is getting lost. I’ll tell you what I’d automate first, what I would avoid, how long setup should take, and what it would cost. If we build, the audit credits toward setup.
From the Blog

Real-World Breakdowns

If you want to see how I think through these systems before we talk, start here.

How I Use AI to Run a 200-Unit Store
The full stack — morning reports, CRM tasks, alerts — and how it all connects.
How to Automate Your Dealership Morning Report
Step-by-step breakdown of replacing the 6AM spreadsheet grind.
AI CRM Task Automation for Dealerships
How I cleared 200+ VinSolutions tasks per day without touching the CRM.
BDC Automation for Car Dealers
What BDC tasks AI can handle today and where human reps still matter.
Ready?

30 Minutes.
A Clear Look at What to Fix First.

Tell me what is slowing the store down. I’ll map the first automation wins and show you whether a setup is worth doing.

Book a Workflow Audit
$500 workflow audit. Credited toward setup if we build.
Book Audit