Setup Team · Internal Tool

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This page is restricted to the Dealer On Call setup team.

Setup Team · Internal Tool

Dealer Setup
Intake Form

Complete this form after the dealer has signed up. This sends a setup profile to our team and a confirmation to the dealer.

Internal use only Post-payment onboarding Setup team only
Section 01 Dealership Information Required
This field is required
This field is required
Required
Required
Required
This field is required
After-hours lead notifications and call summaries will be sent here.
This field is required
Section 02 Account Owner Required

This person will receive the service agreement and has authority to accept on behalf of the dealership.

This field is required
This field is required
This field is required
This field is required
Section 03 Service Plan Confirmed
Priced by lot size — see signed agreement
24/7 AI phone receptionist — answers every inbound call
Live inventory lookup on every call
Lead qualification + test drive appointment booking
Appointment rescheduling handled automatically
Call recording + AI summary delivered to your inbox after every call
No setup fee  ·  No contract for first 3 months  ·  Billed monthly from go-live date  ·  Exact price per the dealer's signed agreement
Section 04 Additional Notes Optional
Section 05 Operational Details Required
Mon –
Tue –
Wed –
Thu –
Fri –
Sat –
Sun –
What's the dealership's standard minimum down payment requirement?
Any promotional or standard rate to mention on calls.
Section 06 Best Way to Reach the Dealer Required

How should our setup team and account managers reach this dealer for check-ins, updates, and questions?

This field is required
The number or email to use for ongoing check-ins and updates.
This field is required
Service Plan
Priced by lot size
No setup fee  ·  No contract for 3 months
  • 24/7 AI phone receptionist
  • Live inventory lookup
  • Lead capture & booking
  • Call recordings + summaries
  • Reschedule handling
See dealer's signed agreement for exact price
No contract for first 3 months
Billed monthly from go-live
Questions? [email protected]
or call (201) 473-3440