DealerTasker by ShiftScale Digital
Proposal — Sales Department

Lawless Chrysler Dodge
Jeep Ram

Prepared for Jeff Scarinza, Fixed Operations Director  ·  Jeff Ray, General Sales Manager  ·  June 2026

DealerBuilt DMS wiADVISOR Scheduling VinSolutions CRM ~650 ROs / Month
One agent, every channel Inbound & outbound across Voice, SMS, Email, and Website Live Chat — a single conversation that follows your customer wherever they reach out, and proactively reaches back.
Where the sales floor is losing deals
🔁

Follow-up is inconsistent — and deals slip

Reps are weak on logging notes, and follow-up tapers off fast. Over a purchase cycle that runs anywhere from two hours to two years, leads go cold simply because nobody keeps reaching out professionally.

"My sales department's follow-up is poor… you cannot tell what the time span is that the person is going to purchase."
👥

A BDC you can't keep efficient

The sales BDC has been whittled down and is hard to run consistently — you can't see who reps are texting, calling, or emailing, only the appointments they set. You want strong, controllable follow-up that doesn't depend on headcount.

"We can't seem to keep the sales side of the BDC running efficiently… all you can go by is the results."
📉

Lease-equity collapse killing easy ups

Stellantis MSRP hikes gutted residuals — lease mix fell from 60–65% to ~35%. Customers are upside down with no lease equity, so the old "your lease is up, come see us" motion no longer generates easy traffic.

"There's no lease equity… we've been crossing that bridge pretty hard the past year."
💤

Dormant leads & owners go un-worked

Prospects sit 300+ days with no structured outreach, and your owner base isn't mined for upgrades. Reps get beat up after a few calls and start "checking boxes" instead of truly reactivating the list.

"They're just trying to check the boxes versus actually trying to reactivate these clients."
An AI agent built around your sales operation
Your best month isn't about working the floor harder — it's about never letting a deal slip through the cracks between visits. Imagine a sales operation where every lead is answered in under a minute, every lease-end and equity window is worked months ahead, and your closers only ever talk to customers who are ready to buy. That runs every day, on autopilot.
1

Answer Every Lead in Under a Minute — Day or Night

Speed wins deals: a lead worked in the first five minutes is dramatically more likely to convert, yet the industry median response is over 40 minutes. The agent replies to every web lead, call, and text within seconds, 24/7 — voice, SMS, email, and website live chat — then keeps following up with the same energy on the 50th touch as the first, until you get a yes or a no.

Platform target: up to 35% lift in qualified appointments
2

Turn Your CRM Into a Revenue Engine — Lease-End & Equity Plays

Most dealership revenue isn't lost on the floor; it's lost between deals. The agent hunts your CRM for the moments that matter — customers crossing into positive equity, lease-ends 90 days out, shoppers whose payment could drop the moment rates or incentives move — and reaches out with the re-lease, buy, or trade math your reps can act on. Built for exactly the lease-equity squeeze Stellantis put you in.

Platform target: up to 25% lift in repeat, same-customer sales
3

Hand Your Closers Only Deals Worth Their Time

The agent qualifies every lead — vehicle interest, budget, trade, down payment, timeline — and warm-transfers a ready buyer straight to the floor or books them with the right rep. It handles delicate credit conversations with genuine empathy, so your people stop burning hours on tire-kickers and spend them closing.

Reps get qualified ups, not cold dials
4

Wake Up Your Dead Leads and Owner Base

Every prospect sitting 300+ days and every past customer is money your team has no time to chase. The agent revives 30/60/90-day cold cohorts, matches just-arrived inventory to people who asked months ago, captures the upgrade conversation before a service customer drives off, and powers the forwardable "friends & family" referral plays you like to run.

Turns a stale list into booked appointments
5

Every Touch Measured, Every Sale Attributed

Integrates with VinSolutions and your Advanced Solutions desking so every conversation is logged and every dollar traces back to its source. Configure attribution exactly how you want — full credit to a rep who follows up, a split when the AI books it — plus inferred conversions and one unified view of each customer across sales and service.

Speaks 50+ languages natively — close more in your customer's language
Live sales call recordings — share these with your team

Outbound Sales — Payment Reduction

Agent reaches a customer about lowering their payment, confirms the vehicle and current payment, and books a dealership appointment with the right salesperson — adjusting the time on the fly.

Subprime / Finance Lead Qualification

Agent handles a credit-challenged lead with empathy, gathers full financials (income, rent, payment range, down payment), then warm-transfers live to a salesperson.

Outbound Sales Promo — Example 2

Live AI sales call — hear the agent engage the customer, handle objections, and move toward a booked appointment.

Outbound Sales Promo — Example 3

Live AI sales call — hear the agent engage the customer, handle objections, and move toward a booked appointment.

Outbound Sales Promo — Example 4

Live AI sales call — hear the agent engage the customer, handle objections, and move toward a booked appointment.

Outbound Sales Promo — Example 5

Live AI sales call — hear the agent engage the customer, handle objections, and move toward a booked appointment.

Outbound Sales Promo — Example 6

Live AI sales call — hear the agent engage the customer, handle objections, and move toward a booked appointment.

Where Lawless is leaving opportunity on the table
📵

Weekend calls go unanswered until Monday midday

Service is closed Saturday and Sunday. Every call that comes in Friday evening or Saturday goes into voicemail — and doesn't get worked until Monday, mid-morning at best.

"It's probably Monday mid-day before those customers actually get handled."
📞

Single BDR creates a capacity ceiling

One rep handles the majority of inbound scheduling. When he's on a call or busy, calls cascade to advisors and then the dispatcher — nobody optimized for booking.

"If the service advisors are busy, I'm not sure it's handled the best way possible."
🔧

Declined ROs sit with almost no follow-up

Customers decline work on the multipoint every day. Right now there's very little process to follow up and convert those jobs — that's revenue already in your bay walking out the door.

"We have very little follow-up process for that right now."
🚨

Stellantis recall chaos eating rep time

Recalls get announced before parts are available. Your BDR manually monitors what's scheduled vs. parts on hand to avoid no-fix visits. EV recall 68C can only handle 2 appointments per day.

"He spends a lot of time paying attention to what's scheduled so we don't have a customer come in without recall parts."
An AI agent built around your service operation
Picture every weekend and after-hours call answered on the first ring, every recall handled before it becomes a parts headache, and every declined RO followed up automatically — without your BDR ever touching the overflow.
1

24/7 Coverage Across Every Channel

One agent answers and works conversations on voice, SMS, email, and live chat on your website — inbound and outbound, around the clock. If a call isn't picked up within ~20 seconds it forwards to the agent; a text at 9pm Saturday gets answered in seconds. It collects appointment details (make, model, VIN, desired time), books against your availability, and emails your BDR a confirm/reschedule so he stays in control of the overflow without lifting a finger.

No more Monday-morning backlog
2

Recall Management with Parts-Availability Logic

We pull recall data nightly from NHTSA, VIN-match it to your vehicle list, and notify customers within 24–48 hours, then re-check open status after 30 days. For Stellantis recalls where parts aren't in yet, a hold flag tells callers when parts are expected and schedules accordingly — then monitors for arrival to confirm or reschedule. The 68C EV cap (2/day) is built into scheduling during onboarding.

Zero over-booking on constrained recalls
3

Declined-RO Recovery Campaign

When a multipoint line item is marked declined, we automatically queue a follow-up — typically 7–10 days out — and the agent reaches back on the customer's preferred channel to reschedule. Every recovered job is tracked back to the revenue it returned.

Recaptures work you've already recommended
4

Escalation Alerts — Never Leave a Customer Hanging

When the agent hits a question it can't confidently answer, it says "let me get our service advisor to confirm that" and instantly emails your team the full context. Hit "Coach Agent" in any notification to supply the better answer — we apply it within hours so it never trips up again.

The agent gets smarter every week
Live service call recordings — share these with your team

Outbound Service Reminder

Agent proactively books a service appointment and handles a complex question by escalating to the service team.

Inbound Recall Appointment

Customer calls back on a recall notice — agent books, explains coverage, and adapts mid-call when the customer changes pickup to self-drop-off.

Outbound Service Promo — Example 2

Live AI service call — hear the agent handle the conversation and book the appointment.

Outbound Service Promo — Example 3

Live AI service call — hear the agent handle the conversation and book the appointment.

Outbound Service Promo — Example 4

Live AI service call — hear the agent handle the conversation and book the appointment.

Outbound Service Promo — Example 5

Live AI service call — hear the agent handle the conversation and book the appointment.

Live fast, integrated thoroughly

We take a white-glove approach — we build around the systems you already use instead of asking your team to learn new ones. Here's the path from signed to fully live.

Week 1

Kickoff & Build

We map your hours, advisors, sales process, and the gray areas, then stand up your knowledge base, A2P 10DLC registration, and a dedicated local phone number for inbound and outbound voice and SMS.

Week 2

Test, Train & Go Live

You get a sandbox to run live test calls and texts and send "Coach Agent" feedback. We turn on after-hours coverage and outbound campaigns right away — using a structured email bridge so nothing waits on deeper integrations.

Weeks 2–4+ · Integrations

Systems Come Online

Integration timing depends on each vendor. VinSolutions connects at onboarding and is typically fully provisioned within about a week. DealerBuilt is phased in through their API certification — commonly around 4 weeks, but the timeline and available data are governed by DealerBuilt's process and partner-integration program. You stay fully live on the email bridge the entire time, so nothing waits on certification (details below).

Ongoing

3-Month Ramp

We deliberately warm up volume (starting around 10% and scaling) to protect your sender reputation and stay within carrier guardrails — no spam flags. Reactivation, recall, and lease-end campaigns compound as more customers enter the funnel.

Sales · VinSolutions

Ready at onboarding

VinSolutions is ready to connect from day one. Expect roughly a week to be fully provisioned and activated inside your VinSolutions account, after which lead and customer data flows both ways. We also work alongside your Advanced Solutions desking.

Service · DealerBuilt

Phased, via their API program

We integrate through DealerBuilt's API program. The exact timeline and capabilities depend on DealerBuilt's certification process and what their partner-integration program supports (typically ~4 weeks, but governed by them). You stay fully live from Day 1 on the email bridge while certification proceeds.

Included at no extra cost

  • Onboarding & deploymentWhite-glove setup and data migration
  • A2P 10DLC registrationBrand + campaign registration, TCPA-aware
  • Dedicated local phone numberInbound + outbound voice & SMS
  • Full reporting suiteAttribution and agent-level performance
Simple, flat pricing — by department
Sales AI Agent
$2,900 /month
  • Sub-minute, multi-channel lead response 24/7
  • Lease-end & equity-mining campaigns
  • Lead qualification + live transfer to reps
  • Dormant-lead reactivation & owner upgrades
  • "Friends & family" referral campaigns
  • VinSolutions + Advanced Solutions integration
  • Configurable attribution & reporting
Service AI Agent
$2,900 /month
  • 24/7 coverage — voice, SMS, email & live chat
  • After-hours & weekend appointment booking
  • NHTSA recall monitoring + parts-hold logic
  • Declined-RO recovery campaigns
  • Escalation alerts + "Coach Agent" loop
  • DealerBuilt email bridge (Day 1), API phased in
  • Full reporting & conversion tracking
Usage fees (pass-through, billed at cost): Voice $0.179/min  ·  SMS $0.029/segment  ·  Email $0.97 per 1,000. Typically a few hundred dollars per month at your volume — every message tracked and reported. Onboarding, A2P registration, your dedicated number, and full reporting are all included at no extra cost.
Run both departments for $5,800/month + usage. Month-to-month after a 3-month ramp-up — no long-term lock-in.
Here's how we get moving
1

Demo login — in your inbox

Click through campaigns, view conversation histories, and see the reporting dashboard with real sample data for both service and sales.

2

Sales team review

Jeff Ray coordinates a sales-side walkthrough with the team. Consolidate everyone's questions and we'll knock them out in one pass — email works great.

3

Agreement & kickoff

Once you're ready, we start onboarding within 48 hours — mapping hours, recall rules, EV constraints, your sales process, and integrations before we touch anything live.

4

Integration acceleration

VinSolutions is ready at launch; a quick nudge on the DealerBuilt certification from your side speeds the service-side integration along.

5

References on request

We have multiple active dealer groups — including 20-group members — who've granted permission to share their contact info. Happy to connect you directly.

Ready to put both departments to work?

Every weekend service call that goes to voicemail — and every sales lead that goes cold — is revenue walking out the door. Fill out below and our team reaches out within 1 business day.

Our team will reach out within 1 business day with your onboarding packet and agreement.

You're in. Our team has been notified and will be in touch within 1 business day. Welcome to DealerTasker.