Dealership Management, Process, Training, and the Operator Playbook in Your Hands
Management, process, training, and the operator playbook in your hands.
Run the marketing department, hold the vendors accountable, and put the operator playbook in the GM's hands — project, retainer, or fractional.
Full read access. Vendor calls attended. Contracts and invoices audited. Written diagnostic delivered before anything gets executed.
Management of the marketing department. Process for the work that has to happen every week. Training so the team can actually run it. And when the right answer is “build custom,” the build happens here too.
The conversation usually opens one of three ways. The store has a stack of vendors, a monthly spend it can quote from memory, and no read on whether any of it is working. A migration is underway — CRM, website, attribution — and the vendor running the project isn't trusted to land it. Or the work that needs to happen doesn't exist as a product yet and has to be built.
When the right answer is fire the vendor, that gets said. When the right answer is build custom, the build happens. When the right answer is “you don't need another platform — you need someone running this” — that gets said too.
Where we plug in.
Run the department.
Marketing department management, vendor oversight, performance reporting that ties back to units and ROs — not vendor self-reporting. Project, retainer, or fractional.
Units & ROsOperator playbook.
The weekly cadence, the vendor scorecards, the migration plans, the tech stack audits. Written down so the GM can run it without us in the room.
Written cadenceHand off the bench.
Train the internal team to read the reports, hold the vendors accountable, and run the cadence. The engagement ends when the dealer can run it without us.
Team capabilityFirst 30 days are the same regardless of engagement model. Read access. Vendor calls. A written diagnostic before anything gets executed.
Project, retainer, or fractional. Project is defined outcome on a defined timeline — CRM migration, website rebuild, vendor consolidation, custom build, post-mortem audit. Retainer is ongoing strategic and operational support. Fractional is a senior operator embedded inside the business for a defined number of hours per week.
When no off-the-shelf product matches how the store actually runs, the build happens here. CRTX is the operating platform built in-house for the same operator problems the agency runs — the engineering capability is available to clients when the right answer is build, not buy.
Look first.
Full read access. Vendor calls attended. Contracts and invoices audited.
Written.
A written diagnostic — what works, what doesn't, what to do next.
Run it.
Migration, consolidation, custom build, post-mortem. Team scales to scope.
Hand off.
Playbook written down. Internal team trained. The dealer can run it without us.
The read. Measured in units, ROs, and time back.
Same opening for every engagement. Diagnostic in writing. No execution before the read is on paper.
Marketing reporting that ties back to units sold and repair orders booked. Not vendor self-reporting on impressions and clicks.
Written cadence the internal team can run. The engagement ends when the dealer can run it without us in the room.
Most stores don't need another platform. They need someone running the work, holding the vendors accountable, and writing it down so the GM can hold the line after the engagement ends. That's the job.