Welcome!
Let's get to know you better and set your system up for success.
| first_name | last_name | mobile_phone | vehicle_interest | assigned_rep | lead_status | department | opt_out | |
|---|---|---|---|---|---|---|---|---|
| Sarah | Mitchell | (517) 555-0142 | sarah.m@email.com | 2024 Road Glide | Robert Chen | Open | Sales | No |
| James | Carter | (517) 555-0287 | jcarter@email.com | 2023 Street Bob | Emily Park | Working | Sales | No |
| Maria | Lopez | (517) 555-0319 | m.lopez@email.com | 2022 Sportster | Robert Chen | Open | Sales | No |
Today's Agenda
Meet Your Team
Your dedicated DA team and how we'll support you
The Journey Ahead
What to expect over the coming months and how success builds
Your Role in This Partnership
How your team's actions drive results — and what we'll measure together
Setup & Customization
Configure your system preferences and notification settings
Your Dealership Accelerator Team
A dedicated team with you every step of the way.
Account Manager
Your strategic advisor and long-term partner for success. Your ongoing point of contact for strategy and results.
Implementation Specialist
Your feature configuration consultant for implementation. Handles all technical setup so you don't have to.
Product Trainer
Your data and integrations expert for implementation. Ensures your team is confident and ready.
DA Support Team — Available for on-demand technical help whenever you need it
Your Onboarding Journey
A clear path from setup to go-live in approximately 12 days
+ A2P
LIVECheck-in call if you need it
Training
Check-in
Check-in
📧 Onboarding
- Day 1–2: Welcome email
- Day 1–2: A2P registration
⚙️ Implementation
- Day 2–3: Setup call
- Day 4–7: Configs + API
- Day 8–10: Lead flow live
🎓 Training
- Day 4–5: Manager training
- Day 6–8: Sales training
- Day 10–11: Ready to launch
🤝 Account Manager Rollout
- Day 2–3: Setup call
- Week 1: First check-in
- Week 3: Second check-in
Your Success Journey
Twelve months, one continuous path. Watch it run, or click any stop.
track
Installation & Foundation
No lock-in games. If you ever decide to leave, this is exactly how it goes — the one thing we ask is a conversation.
Tell us by email
Send your request to support@dealershipaccelerator.io. That is all it takes to start.
A short form
You automatically receive a brief offboarding form so we capture the details correctly.
The offboarding call
You and our Director of Client Support go over your experience with the platform: what worked, what did not, what was promised. If something is fixable we will propose it. The decision stays yours.
Billing wrap-up
Recurring payments stop immediately. Any final invoice or refund is handled per your agreement and confirmed in writing.
Clean handoff
We help you retrieve your data, then deactivate the account and confirm by email once everything is closed out.
Who's on the floor?
Add your team by role. They appear live in the workflow builder's Assignment view, ready to receive leads.
‹Sales Managers
‹Sales Reps
‹BDC Managers
‹BDC Reps
‹Admin
Emails prefill the training scheduler on the Resources slide, and every manager is added as a guest. Reps receive leads in the round robin, mirrored from your CRM or run by DAOS. Select a contact to tag them TC technical contact, DM primary decision maker, or PC primary contact.
House rules
Four sets of instructions steer the AI. House rules apply to every message, the other three govern tasks, first contact, and inventory.
Rules the AI follows on its own, in every conversation: test drive policies, non-local customers, finance nuances. Anything that hands the lead to a rep lives under Task rules. Switch a rule to Assigned rep and it moves there.
| Don't write this | Write this instead | Why |
|---|---|---|
| Don't discuss financing terms. | Financing or credit: task to rep, offer to start a pre-approval. | Prohibition with no exit becomes a dead-end thread |
| Service: do not book, send [URL]. | Service: send [URL], backup is the main line. | "Do not book" is already base behavior |
| Customers need a motorcycle endorsement and should be pre-approved before riding. | Demo rides: confirm endorsement and pre-approval before setting a time. | Trigger, action, one line |
| Be helpful and professional with everyone. | (cut it) | Base already handles tone |
Everything that puts work on a rep's board: which subjects get handed off, and the limits on how often. Switch a rule to AI and it moves back to House rules.
How the AI writes its very first message on a brand new lead. This is the global style. Per-source wording lives on the lead sources panel in Configurations.
How the AI uses your inventory: what it is allowed to show, what it does when the exact unit is gone, and how it handles price questions. Active once the inventory integration is live.
Live website chat
Chat with us here.
Book your training
Setup Preferences Captured
Review the information above and click complete to save your setup preferences
Your Implementation Specialist will follow up on next steps after this call.
You're never alone on this journey
Client Support
Our support team helps with any technical or product needs throughout your journey.
Regular Check-ins
Scheduled meetings with your Account Manager to review data, adoption scores, and optimization opportunities.
Knowledge Base
Find answers about platform functionality and best practices anytime.
Setup Complete!
Thank you for completing your setup preferences. Your dedicated team has captured everything needed to begin configuring your Dealership Accelerator experience.
Welcome to the future of dealership sales.
Let's knock out the onboarding form together
Five minutes, right here. It feeds your account setup, so we do it once and do it right. Answers save on this device.