Onboarding

Dealership

The details for the dealership that is being onboarded.

Dealership Name:
Dealership Street Address:
Dealership Business Hours:

Contact

The primary contact for the dealership. An email will be sent to them with the details of this onboarding form.

Contact Name:
Contact Email Address:
Contact Phone Number:

AI Agent

Details on the AI and how we will handle their leads.

Will the AI contact new leads, old leads, or both?:
Old LeadsNew LeadsBoth

Will the AI use the current dealer vehicle inventory?:
YesNoNot Sure

Dealer Inventory URL / API details (optional):

Appointment Person Name (optional):
This is the person the lead will meet / speak to for appointments made by the AI.

Notifications

This is where notifications should be sent to when leads become engaged or appointments are booked.

The user will also have an account created for them with this name & email address so they can see their dashboard.

Notify Name:
Notify Email Address:
Notify Phone Number:

Credit Card

The credit card to be charged for our AI services.

Credit Card Number:
Credit Card Expiration Date (MM/YY):
Credit Card Security Code (CVV/CVC):

Billing

The billable persons info, which should match the credit card.

Billing Name:
Billing Address:
Billing City:
Billing Province:
Billing Postal Code:

Payments

The prorated & monthly payments the dealer has agreed to.

Prorated Payment:
Monthly Payment:

Salesperson

Which salesperson should be credited for this dealer onboarding.

Salesperson Name:
Salesperson Email:

The dealer will be sent an email with all of the information entered into this form, with a link to sign off.