Diagnostic audits for dealer groups
Your CRM is telling you everything is fine.
It isn’t. Leads route to the wrong place and nobody gets an error. Auctions collide between your own rooftops. Attribution breaks and the reporting still looks healthy. We find it, we price it, and we show you the arithmetic.
Findings
What the last four audits found
$108,980
Attributed gross recovered and reassigned to the correct source after reconciling CRM against DMS, source by source. Colorado dealer group, three rooftops
17.76%
Of paid search auctions were the group’s own rooftops bidding against each other, paying a premium to compete with themselves. Eliminated in one cycle. Colorado dealer group, cross-rooftop collision
103
OEM leads misrouted and invisible. No error, no alert, no exception queue. Found by reconciling lead source against deal jacket. Franchise dealer, single point
$795
Fully loaded cost per sold unit, established as a baseline where none existed before the engagement. Multi-rooftop group
Every one of these ran for months. Every dashboard reported healthy the entire time.
The diagnosis
Three places the money goes
01
Routing
A lead sent to the wrong salesperson does not throw an error. It does not land in an exception queue. It simply never gets worked, and the buyer goes down the street. The most expensive failure in a store, because nothing about it looks like a failure.
02
Attribution
When CRM and DMS disagree about where a deal came from, every downstream decision is built on the wrong number. You cut the source that was working. You renew the one that wasn’t. The reporting is confident either way.
03
Spend collision
Rooftops in the same group bidding against each other in the same auction. Nobody sees it, because each store’s account looks perfectly healthy in isolation.
The method
We audit before we recommend anything
01
Access
Read-only into CRM, DMS, and ad accounts. Nothing changed, nothing touched, no disruption to the floor.
02
Reconciliation
Source by source, system against system, until the numbers agree or we can say exactly where they don’t and why.
03
The number
One page. What is leaking, what it costs per month, and what it would take to stop it.
04
Your call
If the leak isn’t worth fixing, we say so. That happens, and it is a legitimate outcome of the work.
The offer
We put the number in writing before you buy anything
The audit produces a figure. That figure gets documented and countersigned by your controller, not by us. If the arithmetic says the fix costs more than the leak, that is the finding, and there is no engagement.
Ask any vendor pitching you to do the same. Whoever won’t is telling you something.
Who does the work
Jessica Walker
CRM architecture, attribution reconciliation, and vendor accountability across franchise and independent dealer groups.
Certified power user across DealerSocket, VinSolutions, DriveCentric, eLead, HubSpot, Zoho, and Monday. Hands-on in the systems, not managing someone else who is. Full background.
Paid media, organic search, and AEO/GEO execution runs through Drop Visionary Marketing, our sister practice.
Mystery shopping, F&I consulting, virtual BDC, compliance and cyber security, and the rest.
Get started
Find out what’s leaking
Read-only access, no commitment, and a written number at the end.
