Structured Engagements for Operational Clarity

Drive360 Services

Each service is designed to deliver clarity, accountability, and sustained operational intelligence. We don’t sell software—we provide visibility into what’s actually happening in your dealership.

Our Service Philosophy

Drive360 services are built on a simple principle: clarity before change. 

Most dealerships are sold solutions before understanding their actual problems. We reverse that approach—starting with comprehensive assessment, then alignment, then sustained intelligence.

Every engagement is vendor-agnostic, dealer-side focused, and designed to work within your existing operational structure without disrupting your team’s workflow.

What Makes Us Different

Dealer-Side Advocacy

We work for you, not vendors. No commissions, no hidden agendas.

Vendor Agnostic

We optimize what you have, recommend only when necessary.

Operational Experience

35+ years in dealership operations, not just consulting theory.

No Disruption

We work behind the scenes—your team's workflow stays intact.

Service 01

Drive360 Operational Assessment

Comprehensive analysis of your dealership’s
operational state. Identify blind spots, fragmentation issues, and revenue-at-risk areas.

$7,500

one-time

2–3 week engagement

Timeline

Week 1:

Discovery & Data Collection

Week 2:

Analysis & Mapping

Week 3:

Analysis & Mapping

Who It's For

Dealerships experiencing unexplained revenue loss or missed opportunities

Operations teams struggling with system fragmentation and data silos

Leadership seeking clarity on operational health before making technology decisions

Dealership groups needing baseline operational intelligence across multiple locations

Problems It Solves

Missed Communications

Identify where customer calls, texts, and emails fall through the cracks

Identity Fragmentation

Identify where customer calls, texts, and emails fall through the cracks

Accountability Gaps

Map ownership chains and identify where responsibility is unclear

Revenue Leakage

Model revenue-at-risk from operational blind spots and system gaps

What's Included

Communication Analysis

Complete audit of all customer communication channels—phone, text, email, chat— across departments.

Call routing effectiveness analysis

Response time measurement by channel and department

Missed opportunity identification (abandoned calls, unanswered inquiries)

Handoff point failure detection between teams

Identity Fragmentation Review

Cross-system customer identity audit revealing duplicate records and data inconsistencies.

Customer record matching across CRM, DMS, service, and phone systems

Duplicate detection and consolidation recommendations

Contact information normalization analysis

Customer journey fragmentation mapping

Ownership Mapping

Comprehensive accountability structure documentation across all customer touchpoints.

Customer-to-employee assignment tracking review

Responsibility chain documentation and gap identification

Handoff point clarity assessment

Accountability structure recommendations

Revenue-at-Risk Modeling

Quantitative analysis of revenue exposure from operational blind spots and system gaps.

Missed opportunity cost calculation

Customer attrition risk assessment

Operational efficiency impact projection

Recovery potential estimation

30/60/90-Day Roadmap

Prioritized action plan with clear timelines, ownership, and success metrics.

Quick wins (30 days): Immediate fixes with high impact

Foundation building (60 days): System alignment and process optimization

Strategic initiatives (90 days): Long-term infrastructure improvements

Success metrics and monitoring recommendations

Deliverable

Comprehensive assessment report with executive summary, detailed findings, revenue-at-risk analysis, and prioritized 30/60/90-day roadmap.

Includes 90-minute presentation to leadership team and one month of follow- up consultation to support implementation.

What Happens After Assessment?

The assessment provides a clear operational baseline and roadmap. From there, you have options:

Implement Internally

Use the roadmap to guide your own team's improvements

Engage Managed Intelligence

Move to ongoing monitoring and quarterly strategic reviews

Hybrid Approach

Handle some initiatives internally while Drive360 manages others

Service 02

Managed Operational Intelligence Retainer

Continuous monitoring, monthly executive
summaries, identity oversight, and quarterly
strategic alignment sessions.

Starting at

$2,500

/month

Ongoing engagement, cancel anytime

Engagement Rhythm

Daily:

Signal Monitoring

Weekly:

Alert Review

Monthly:

Executive Summary

Quarterly:

Strategic Alignment

Who It's For

Dealerships committed to sustained operational excellence

Leadership teams wanting ongoing visibility without data overload

Operations that have completed assessment and need continuous intelligence

Multi-location groups requiring centralized operational oversight

Ongoing Activities

Signal Monitoring

Continuous tracking of operational health indicators across all systems

Communication flow monitoring (calls, texts, emails, chats)

Response time tracking by department and channel

Identity continuity verification

Ownership assignment validation

Monthly Executive Summaries

Concise intelligence reports delivered to leadership—no dashboards to interpret

Operational health score and trend analysis

Key issues identified with context and severity

Revenue impact assessment

Recommended actions prioritized by impact

Identity Oversight

Ongoing customer identity continuity management across all platforms

New duplicate detection and resolution recommendations

Contact information consistency monitoring

Cross-system customer journey validation

Data quality improvement tracking

Quarterly Strategic Alignment

In-depth review sessions with leadership to assess progress and adjust strategy

90-day retrospective and trend analysis

Strategic initiative progress review

Technology roadmap adjustment recommendations

Next quarter priority setting

Outcomes

Sustained Visibility

Leadership always knows operational health status without digging through data

Proactive Issue Detection

Problems identified before they impact revenue or customer experience

Operational Efficiency

Continuous optimization based on real operational data, not assumptions

Accountability Clarity

Clear ownership chains maintained across all customer interactions

No Long-Term Contracts

Month-to-month engagement. Cancel anytime with 30 days notice. We earn your business every month through value delivered.
Most clients continue indefinitely because operational intelligence becomes essential to decision-making—but you're never locked in.

Service 03

Private Tekion ARC Partner Success Manager

Dealer-side Tekion ARC support. Unlike vendor
support, we work for you—ensuring adoption,
cross-department alignment, and executive
translation.

$2,000–$4,000

/month

Based on dealership size and complexity

Ideal For

• Tekion ARC dealerships
• Single or multi-location groups
• Post-implementation support
• Ongoing adoption management

Why This Exists

Tekion ARC is a powerful platform, but vendor-provided support has inherent limitations. Their Partner Success Managers work for Tekion—they're incentivized to maximize adoption of Tekion features, not necessarily to optimize your dealership's operations.

A Private PSM works for you. We advocate for your operational needs, translate executive priorities into platform configuration, and ensure Tekion ARC serves your business—not the other way around.

Key Difference

Vendor PSM

• Works for Tekion
• Multiple clients
• Feature-focused
• Limited availability
• Platform advocacy

Private PSM

• Works for you
• Dedicated to your group
• Outcome-focused
• On-demand support
• Dealership advocacy

What Makes It Different from Vendor Support

Dealer-Side Loyalty

When vendor recommendations conflict with operational reality, we advocate for your needs —not platform features.

Dedicated Availability

Not juggling 20 other dealerships. Focused on your operation with priority response times.

Cross-Department Alignment

We bridge gaps between sales, service, parts, accounting, and management—ensuring platform adoption serves all departments.

Executive Translation

Translate technical platform capabilities into business outcomes leadership cares about.

Escalation Clarity

When issues arise with Tekion, we manage escalation on your behalf—cutting through vendor support bureaucracy.

Responsibilities

Adoption Oversight

Monitor platform utilization across all departments and identify adoption gaps

Department-by-department usage analysis

Feature utilization tracking and optimization recommendations

Training gap identification and coordination

Resistance point resolution

Cross-Department Alignment

Ensure platform configuration supports operational workflows across all teams

Sales-to-service handoff optimization

Parts-to-service integration management

Accounting reconciliation workflow support

BDC and sales floor coordination

Executive Translation

Bridge the gap between technical platform capabilities and business outcomes

Monthly leadership briefings on platform ROI

Feature request evaluation and prioritization

Strategic roadmap alignment with Tekion product updates

Investment justification for additional modules or features

Escalation Management

Handle vendor support issues and platform bugs on your behalf

Direct escalation channel to Tekion product and support teams

Issue tracking and resolution follow-up

Workaround development for critical issues

Platform update impact assessment and communication

Configuration Optimization

Ongoing platform tuning to match evolving operational needs

Workflow automation identification and implementation

Custom field and form optimization

Reporting and dashboard customization

Integration management with third-party tools

Investment Protection

Tekion ARC is a significant investment. A Private PSM ensures you maximize ROI by optimizing adoption, preventing misconfigurations, and advocating for your operational needs.

Most dealerships underutilize their DMS because vendor support is spread too thin. We ensure your investment delivers full value.

Service 04

Select Technology Enablement (3CX)

When technology serves operational goals, we
implement it. 3CX phone system deployment with
full integration into your operational intelligence
framework.

Custom pricing based on:

Number of users

Integration complexity

Location count

When Technology Is Introduced

Only after operational assessment identifies phone system as a
gap or opportunity. Technology serves operations—not the other
way around.

Why 3CX

Most dealership phone systems are black boxes—calls come in, calls go out, but visibility into what's actually happening is minimal. 3CX is different.

Complete Visibility

Every call tracked, recorded, and analyzed —no blind spots

Deep Integration

Connects with CRM, DMS, and operational
intelligence systems

Cost Effective

Connects with CRM, DMS, and operational
intelligence systems

Flexible Configuration

Adapts to your workflow instead of forcing
workflow changes

What's Included

Pre-Implementation Assessment

Comprehensive analysis of current phone system and operational needs

Current system audit and pain point identification

Call flow mapping and optimization recommendations

Integration requirements documentation

User requirements gathering across all departments

3CX Platform Deployment

Full implementation with custom configuration for your operation

Server setup and configuration (cloud or on-premise)

Extension and user account creation

Call routing and IVR configuration

Voicemail and call recording setup

System Integration

Connect 3CX with your CRM, DMS, and operational intelligence platforms

CRM screen pop integration for caller identification

Call logging to customer records in DMS/CRM

Operational intelligence dashboard integration

Real-time call monitoring and analytics feeds

Training and Documentation

Comprehensive training for all user levels and roles

End-user training by department

Administrator training for ongoing management

Custom documentation and quick reference guides

On-demand video training library

Ongoing Support

Post-implementation support and optimization

30-day post-launch support included

System monitoring and performance optimization

Optional managed support retainer available

Quarterly system health reviews

Guardrails

We implement technology only when it serves clear operational goals. Here's how we
ensure technology enablement stays outcome-driven:

Assessment Required

3CX implementation only follows operational assessment that identifies phone system as a priority

Vendor Agnostic

If another phone system better serves your needs, we'll recommend it—even if we don't implement it

Outcome Focused

Success measured by operational improvements, not feature adoption

Integration Priority

Phone system must integrate with operational intelligence framework—no isolated systems

Technology as a Tool, Not a Solution

3CX is powerful, but it's not a magic bullet. We implement it only when operational assessment identifies phone system visibility as a gap— and we ensure it integrates seamlessly with your existing operational intelligence framework.

If your current phone system is adequate, we'll optimize it instead of replacing it. Technology serves operations, not the other way around.

Service Comparison

Choose the engagement that matches your current operational needs and goals.

Feature

Investment

Timeline

Communication Analysis

Identity Continuity

Ownership Mapping

Revenue-at-Risk Modeling

30/60/90 Roadmap

Real-Time Monitoring

Monthly Executive Reports

Operational Assessment

$7,500

2–3 weeks

Managed Intelligence

$2,500+/mo

Ongoing

Tekion ARC
PSM

$2K–$4K/mo

Ongoing

Technology
Enablement

Custom

4–6 weeks