For Mature dealers ready to expand territory and volume with higher ad budgets.)
Deliverables:
- Channels: Google Search + Performance Max + Meta; optional YouTube
- Geo/vertical expansion: Residential and commercial (hospitality, healthcare, retail)
- CRO: Additional landing sections or micro-landing pages (still keeping main site lean)
- CRM advanced: Lead scoring, SLA alerts, multi-pipeline, revenue forecasting
- Attribution: Offline conversions, CAC/ROI modeling by application type
- Priority support: Escalated access to Network Handlers resources
Pricing (target):
Setup: $4,000–$8,000
Management: $2,500–$6,000/month
Ad Spend/Media: $8,000–$30,000+/month (dealer-funded)
Timeline: 2–3 weeks initial; ongoing optimization cadence
How It Works (Process)
Intake (2–3 days)
Dealer maturity (startup vs established)
Choose Option 1A/1B/2/3
Territory and applications focus
CRM users/roles, pipelines, and SLA definitions
Build & Connect (1–2 weeks for 1A/1B)
- One-page site (if 1A) or embed links (1B)
- CRM forms, automations, email/SMS templates
- Storefront linkage and UTM tracking
- GA4 + call/form tracking
QA & Launch
- Form/booking tests; pipeline movement
- Tracking verification
Training & Handoff
Live session + SOPs
Support channels defined; escalation to Network Handlers
5) Ongoing Success
- Monthly reporting (Options 2–3)
- Content updates and campaign optimization per tier
Positioning for Dealers
- Start fast: one-page site, CRM, and storefront in as little as a week.
- Use your existing site: plug in CRM + storefront without a rebuild.
- Predictable growth: SEO + ads with clear ROI reporting.
- Scale on demand: multi-channel campaigns with advanced attribution.
Support & SLAs (recommendations)
- Options 1A/1B: Standard support (business hours, 1–2 biz day response)
- Option 2: Priority during onboarding + monthly optimization call
- Option 3: Priority support + weekly KPI check-ins
Pricing Notes
- Keep setup low for startups (1A/1B) to reduce friction.
- The media is always dealer-funded in Options 2–3 for transparency.
- Offer annual prepay discounts (e.g., 10%) and occasional promos (e.g., waive partial setup).
Open Items to Confirm with Ria
- CRM platform choice and included seat count per tier
- Storefront integration method per dealer (subdomain vs link-out vs embed)
Final support SLAs and escalation policies
- Whether any co-op marketing funds are available for Options 2–3
- Territory rules or exclusivity, if any
Deliverables I can prep next
- Dealer-facing one-page PDF for each package (Options 1A, 1B, 2, 3)
- Internal SOW templates with scope and acceptance criteria
- A simple spec for UTM and CRM field mapping to standardize onboarding
