A transparent dealership self-assessment

Find the operational leaks before they become lost customers.

Answer ten plain-language questions. Get a score, the weakest operating dimension, and a practical first move—without submitting your data.

Start the checkup See the improvement model

No form submissionScoring shown plainlyAction before software

Interactive assessment

Rate what happens in practice—not what the process document says

Choose 1 for rarely true and 5 for consistently true. The score is a directional operating checkup.

1. Every new opportunity has one visible owner within minutes.3 2. Calls, texts, emails, social messages, and showroom notes share one timeline.3 3. Employees search for an existing customer before creating a record.3 4. Managers can drill from a metric to the customer activity behind it.3 5. Active customers rarely reach close without a specific next action.3 6. A customer does not have to repeat intent at each department handoff.3 7. Source, status, owner, consent, vehicle, and outcome values are trustworthy.3 8. Coaching uses real records and outcomes, not activity counts alone.3 9. Automated actions are visible, attributable, and reviewable by managers.3 10. AI works from the same current customer and inventory context as employees.3

Operating score60Developing foundation

Start with ownership: define one owner and one next action for every active customer.

Scoring model

Five dimensions, equal weight, no black box

Each answer contributes directly to its dimension. The total is the percentage of available points.

Ownership

One accountable person or OliviaAI, one due next action, and no invisible queue.

Continuity

Context survives across channel, department, appointment, and return visit.

Data quality

Identity, source, consent, vehicle, status, and outcome can be trusted.

Visibility

Managers can inspect the records behind the metric and coach the work.

AI readiness

Automation has current context, clear authority, attribution, and review.

What good looks like

Improve the weakest handoff first

A high score is not the goal. A system the team can operate and managers can verify is.

Under 50

Stabilize fundamentals. Define ownership, next actions, duplicate prevention, and manager exception queues before adding automation.

50–74

Connect the seams. Focus on channel continuity, handoff quality, data normalization, and drill-down coaching.

75–100

Scale with controls. Automate routine work, test AI authority, monitor outcomes, and keep human escalation explicit.

Continuously refreshed

Current industry signals

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Plain answers

Frequently asked questions

Scope, ownership, and limitations—without fine-print surprises.

Does Dealer Checkup store my answers?

No. The launch assessment runs entirely in the browser and does not submit or store responses.

Is the score an industry benchmark?

No. It is a transparent self-assessment, not a statistically normalized benchmark, audit, or certification.

What should we do with the result?

Review the lowest dimension with the people who perform the work, inspect five real customer journeys, and choose one operating change that can be verified within 30 days.

A voAIce operating property

Want to see what an integrated score improvement looks like?

DealerCRM is built around shared ownership, one customer timeline, manager drill-down, and OliviaAI inside the workflow.

See DealerCRM in action