GM / Principal / Dealer Group Leadership
Daily Intelligence Briefing.
One morning briefing across every department. Delivered before 7 AM. Built to replace six Monday reports and the half-day of reconciliation that follows them.
01
The Leak.
You get six reports on Monday morning and no single picture. You know the operation has problems. You cannot tell which one to fix first.
02
The Before.
Your CRM sends one report. Your DMS sends another. Your phone system sends a third. Your marketing platform sends a fourth. Your service advisors send spreadsheets. By the time you have read them all and reconciled them, half the week is gone. No one gives you the answer to "what actually happened yesterday and what matters today."
03
The Workflow.
Five stages. Running every morning before you finish your first coffee.
Systems
- CRM
- DMS
- Phone System
- Service Tickets
- Marketing Platforms
Agents
- Analytics & Research
- Operations
- Diagnostic
- Coaching
- Strategic
Reconciliation
- Overlaps merged
- Inconsistencies flagged
- One source of truth
Briefing
- One email
- 7 AM delivery
- Plain English
Action
- Callback list in CRM
- Coaching modules on phones
- Priority task for today
Every morning before 7 AM, Analytics agents pull data from your connected systems. Operations agents reconcile overlapping records and flag inconsistencies. Diagnostic agents identify what moved yesterday and why. Coaching agents queue targeted training for specific reps or advisors. The output is one briefing in your inbox, with every data point tied to an action.
See it in action.
The Daily Intelligence Briefing workflow, running in a dealer environment.
04
What a typical briefing looks like.
Executive Briefing: Yesterday at [Your Dealership]
From: Auto Agentic · Delivered 6:58 AM
Analytics Agent
112 store visits, 31 test drives, 11 deals closed. Conversion rate 9.8% vs. 13.2% month average (down 3.4 points, driven entirely by your South Point rooftop where close rate fell from 12.1% to 4.6% since Thursday).
Diagnostic Agent
South Point drop traced to two reps: Jennifer (0 closes on 7 ups since Thursday, vs. her 90-day average of 21%) and Marcus (1 close on 9 ups, down from 18% average). Both are high-credit leads from Capital One Pre-Approval. Historical pattern suggests this lead source requires a financing-first conversation, not a vehicle-first conversation. Neither rep is taking that approach per their CRM notes.
Coaching Agent
'Leading with Financing on Pre-Approved Leads' module queued to both reps' phones. 12-minute video plus two sample scripts. Delivery: today at 7:30 AM.
Service Agent
87 ROs written, 19% upsell penetration vs. 24% target. Kim missed 8 recommended tire rotations this week (team average 2). Coaching module 'Selling Routine Services as Safety' queued to Kim's phone.
BDC Agent
6 missed calls between 5 and 7 PM last night. 3 classified high-intent (recent Autotrader views on specific inventory). 2 service-urgent. 1 spam. Callback list sorted in CRM with suggested scripts.
Strategic Priority Today
Close the BDC callback gap before noon. Review South Point's Capital One lead routing this afternoon. The coaching deliveries to Jennifer, Marcus, and Kim should take 30 minutes total; expected conversion recovery visible by Friday.
Your briefing will be styled with your dealership name, your KPI baselines, and your team's names. The sample above shows structure and depth.
What moves
The shape of the delta.
Indicative ranges from comparable dealer environments. Pilot KPIs are agreed in discovery and measured against your baseline.
05
Why this workflow compounds.
Every briefing produces coaching queued to specific people. Those people improve. Their improved performance produces better data inside that rooftop's lake. The next briefing at that rooftop is sharper. Across your rooftops, the Knowledge Hub normalizes over every rooftop's lake: patterns that emerge at one store surface at the group level, making the briefing at every store sharper than any single store could have produced on its own. For more on how compounding works across the full workflow library, see The Flywheel.
06
The Pilot.
- 90-day pilot on one rooftop.
- One or more KPIs agreed during discovery. Common KPI: GM's decision velocity, measured as operational decisions per week attributable to the briefing.
- Founding Partner pricing is available for a limited number of qualifying dealer groups. Ask about it in your discovery call.