AI in the Dealership

AI can do more of the work. Your people still own the customer.

One day, hands on keyboards. Thirty days of follow-through. Better at their jobs by Monday morning.

Format
1-Day Workshop · 30-Day Follow-Up
Who
Every seat, GM to BDC
Level
Beginner to Intermediate · No Coding
What It Is

Not an AI seminar. A workday with AI.

Most AI training teaches people how to use the tools. This one teaches your team to make those tools work in a store where customers, people, process, and vendors all collide. Hands on keyboards before 9:30, and no more than ten minutes of talking before every exercise.

01 · Use It

AI for your own job

Every attendee builds prompts for three real, repetitive tasks they brought from their own desk. Not clever examples. Work they do every week.

02 · Manage It

Get value from what you already pay for

Your CRM, chat, BDC, and scheduling tools already have AI in them. Learn what it actually does, where it breaks, and when it should hand off to a person.

03 · Make It Stick

Thirty days of follow-through

Everyone leaves with a written 30-day plan. We check back in, and the certificate is earned in the field, not in the room.

Who's in the Room

Built for every seat in the store.

Same fundamentals for everyone. Exercises built around each person's actual job, with tables seated by department so the scenarios and the feedback stay relevant.

General Managers · Department Heads

Find out what your AI vendors are really doing.

Your track mystery-shops a live AI product, your own chat or AI BDC, and scores it: does it know real inventory, does it make promises it can't keep, does it hand off at the right moment? You leave with a vendor evaluation scorecard and a baseline to hold them to.

Sales Consultants

Follow-up that sounds like you.

Personal emails and texts, objection handling, vehicle comparisons, and appointment prep, without the AI smell.

BDC Reps

Revive the leads that went quiet.

Lead responses, call summaries, and practice conversations with AI playing the customer who stopped replying three days ago.

Service Advisors

Explain the repair in plain English.

Turn tech notes into language customers trust, write declined-service follow-ups, and answer the tough review.

F&I · Marketing · Office

Do more of the busywork in less time.

Product explanations, presentation practice, campaign drafts, procedures, and summaries, never unapproved credit decisions.

The Agenda

One day. One playbook.

Mornings build the skill. Afternoons put it to work. Each block is mostly exercise, using fictional customer data throughout.

Morning

Learn to drive it

  • 8:30–9:00Tech check and logins
  • 9:00–9:30Real AI mystery-shop recordings, what AI is and isn't, and the green / yellow / red data rules
  • 9:30–10:30Prompting with your own tasks
  • 10:30Break
  • 10:45–12:00Customer communication lab and AI role-play: AI plays the customer, then coaches you
Afternoon

Put it to work

  • 12:00Lunch
  • 12:45–1:45Turn a mess into action: meeting notes and a performance file with a planted error. Who catches it?
  • 1:45–2:45Split tracks Leaders: live AI vendor mystery shop Frontline: advanced role-play and voice practice
  • 2:45Break
  • 3:00–3:30Safe, unsafe, or needs approval?
The Close

Leave with a plan

  • 3:30–4:30Capstone: build and test your personal prompt playbook
  • 4:30–5:00Table demos, peer scoring, and your written 30-day action plan
  • Day 30Follow-up check-in. Show one workflow you put to work and earn your certificate
Signature Experiences

Two things you won't get anywhere else.

We have been mystery-shopping dealerships for a long time. Now we shop the AI too.

For the Floor

The AI role-play arena

Your people practice a real customer conversation with AI playing the customer, then get coached on the spot. It teaches prompting, communication, and judgment at the same time.

  • The used car priced higher than the one across town
  • The lead that went silent three days ago
  • The brakes that "still stop fine"
  • The one-star review over a disputed repair
For Leadership

The live AI vendor mystery shop

Impressive demos are easy. Teams shop a real AI product and score what a customer actually experiences.

  • Does it know your real inventory and availability?
  • Does it make promises the store can't keep?
  • Does it hand off to a human at the right moment?
  • What would success look like 30 days from now?
Safe by Design

The rules come first, not last.

Data rules are taught before anyone touches a keyboard, then tested in a judgment drill later in the day. Every attendee leaves with a one-page Responsible AI Quick Guide.

Green

Go ahead

Drafting, rewriting, summarizing, and brainstorming with no customer, employee, or deal data in the prompt.

Yellow

Anonymize or use an approved tool

CRM exports, call transcripts, and performance data go only into approved business environments, with names stripped where possible.

Red

Stop. Human approval required.

Credit applications, financial information, personnel records, and public responses to complaints.

FTC Safeguards Rule
Customer information and AI vendorsHow AI tools fit inside your existing safeguards program
TCPA
Consent for AI-sent textsAutomation doesn't change the consent rules
Pricing & Advertising
No invented prices or promisesAI can sound confident and still be wrong
Fair Lending
Clear lines for F&IAI helps explain products, never decides credit
Bot Disclosure
When customers must be toldState rules on telling customers they're talking to AI
Governance
Someone owns itWho approves tools, prompts, and sensitive messages
Your Toolkit

What you walk out with.

A few tools your team will actually reuse. Not a binder of slides.

For Everyone

Dealership AI Prompt Playbook

Tested prompts for customer emails, service explanations, internal messages, and coaching, including three built for your own job.

For Leaders

AI Vendor Evaluation Scorecard

A consistent way to test accuracy, integration, customer experience, measurement, and accountability.

For Everyone

Responsible AI Quick Guide

One page: green / yellow / red data rules, verification habits, and when a human has to sign off.

For the Floor

Role-Play Scenario Pack

Department-specific customer scenarios to keep practicing with AI long after the workshop.

For Managers

30-Day AI Action Plan

One repetitive task, one customer-experience improvement, a way to measure it, and a named owner.

Earned in the Field

Certificate of Completion

Awarded after the 30-day check-in, when you show a workflow you put to work. Proof of application, not attendance.

Before You Arrive

Fifteen minutes of prep. A full day of value.

Login problems eat the first hour of most AI trainings. We set everything up in advance so your team starts working right away.

Bring
A laptopAccounts set up and tested before the day
Pre-Work
Three real, repetitive tasksThe work you'd most like AI to help with
Leaders Bring
Your AI vendor listThe CRM, chat, BDC, and scheduling tools you already pay for
Tools
Platform-neutralOne primary tool for exercises, others demonstrated
Data
Fictional customer dataPractice environment provided, nothing real uploaded
Experience
None requiredNo programming. Email and dealership software are enough

A salesperson writing a better email is valuable. A manager who catches an AI BDC booking appointments on cars you don't have is worth the whole day.

Put AI to work Monday morning.

Bring the whole store or start with the people you want sharpened first. Every seat leaves with a playbook and a 30-day plan.