Capabilities

Two flagship bundles. One operating system.

Each bundle solves a distinct dealership problem and stands on its own. Stack them and they amplify each other: the coaches who run your onsite work grade your floor against the same tech stack.

Download the Capabilities Overview (PDF)
01
Onsite Coaching

The Pinnacle Engagement

An embedded performance coach for your dealership.
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Dealers buy trainers who train once and leave. Programs that don't get reinforced. Reports nobody acts on. Pinnacle's model is the opposite, an embedded coach who diagnoses your store, builds an Action Plan, and comes back every month to reinforce what was taught and adjust what wasn't sticking.

How it Works

Diagnose. Fix. Sustain.

VISIT 1
Onsite Assessment & Benchmarking

A Pinnacle coach walks your store: CRM hygiene, live calls, BDC, sales floor, service drive. Output: a written, prioritized Action Plan tied to specific people and behaviors.

MONTHLY
Ongoing Training & Coaching Visits

Your coach returns each month. Reviews the prior plan. Adds the next batch. Live role-play with named reps. Carry-forward accountability, nothing leaves until it's delivered.

BETWEEN VISITS
Dedicated Account Management

A dedicated account manager checks in between visits to keep deliverables moving and surface KPI movement vs the Assessment baseline. Named point of contact, real-time portal access.

Inside Visit 1 · The 7-Step Onsite Assessment
The diagnostic that produces your Action Plan. Half a day on the floor with the GM, BDC, sales floor, and service drive.
01
Leadership
Kickoff
30 min
02
Process
Mapping
2 hr
03
Data
Collection
1 hr
04
Live
Observation
3 hr
05
Assessment
Report
2 hr
06
Exit
Meeting
30 min
07
Follow-Up
Review
7 days
What This Looks Like in Practice

From floor to follow-through.

  • Live floor observation, coach sits with named reps, listens to live calls, scores in real time, gives direct coaching between calls.
  • Action items tied to specific behaviors, every item names the owner, the process, the timeline. No vague recommendations.
  • Carry-forward visibility visit to visit, items don't fall off the plan. NEW / CARRY / ACTIVE / DELIVERED status updated every onsite.
  • Leadership alignment built in, every visit opens with leadership kickoff and closes with an exit meeting + signoff on the next plan.
  • KPI scoreboard against your Assessment baseline, Phone Set %, Phone Show %, Phone Sold %, Internet Show %, Internet Sold %. The numbers move or we adjust.
  • Real-time Action Plan portal, your team sees what's open, what's overdue, what shipped. No more "what did we decide last month?"
Tools & Techniques

What we use to do the work.

  • Gap Analysis & Process Mapping

    Current-state vs target-state across BDC, sales, service.

  • Live Call & Lead Coaching

    Real-time scoring with the rep at the desk, between calls.

  • Action Plan Portal

    Pinnacle-built tool tracking action items, owners, KPIs over time.

  • KPI Benchmarking

    Phone Set/Show/Sold %, Internet Show/Sold %, Sales Conversion.

  • Voice of the Customer / Employee

    Structured interviews to surface friction your numbers can't see.

  • Daily Habit & Scripting Frameworks

    Structured routines vs goal posts; frameworks over scripts.

Why Pinnacle

We don't leave when the training ends. We come back.

Other consultants deliver a report and disappear. Pinnacle delivers a coach. The same human walks your floor every month, runs the role-play with your reps, and tracks every action item until it lands, measured against the same mystery-shop benchmarks we use to grade the rest of the industry.

02
Tech Stack

The Pinnacle Tech Stack

Real-time visibility. Built-in AI. Verified by real customers.
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Most dealerships fly blind on what's happening at the lead level. Calls that don't connect. Reps doing the minimum because nobody's watching. Customers comparing you against the competition. Pinnacle's tech stack closes the gaps, with the same operating discipline our coaches bring onsite.

The Stack

See it. Manage it. Validate it.

SEE IT
Real-Time Call Visibility

Every inbound and outbound call tracked, recorded, and scored. Spot quality gaps before they cost you opportunities. Catch the calls your team is letting go cold.

MANAGE IT
PAM + AI

Real-time activity dashboard, rep by rep, day by day. Built-in AI helps your team engage and manage leads faster, with the right next action surfaced automatically.

VALIDATE IT
Engagement Intelligence

Real customer experiences scored end to end. Plus head-to-head competitive shops so you know where you win, and where your competitor is taking your deals.

Sales Reports
All Departments ▾
May 2026 ▾
Export
1,833
Activities
458% of team goal (400)
1,763
Calls
629% of team goal (280)
462
Contacts
385% of team goal (120)
81
Appts Booked
253% of team goal (32)
Stack Rank Leaderboard, sortable, click any rep to drill down
RankRepActivitiesCallsContactsApptsContact %Appt %Goal Attain
1 Monica SolesbyBDC, Sales 7126761555123%7.5%638%
2 Sara MartinBDC, Sales 643614912715%4.4%338%
3 Gisselle ArellanoBDC, Sales 4764712142 ⚠45%0.4%25%
4 Paige MaskovichBDC, Sales 2221100%50%2%
Conversion Funnel, Gisselle Arellano
Stage-over-stage conversion exposes the leak
Activity
476
,
Calls
471
99%
Contacts
214
45% ★
Appts
2
1% ⚠ LEAK
⚡ Coaching Alert
Gisselle has the team's best contact rate (45%) but only 2 appointments from 214 conversations. She's getting customers on the phone, the closing step needs work. Recommend pairing with Monica (33% contact→appt) for a week.
Stylized representation of the live PAM Reports view. Real reports also include Goal Attainment Heatmap, Daily Activity Trend, and Lead Source Performance breakdowns.
What This Looks Like in Practice

The view your CRM doesn't give you.

  • Live call quality monitoring, every call scored against a 24-point behavioral rubric. Missed calls and spam-labeled calls flagged in real time.
  • Rep-level activity dashboard, calls, contacts, appointments, set rate, show rate, sold conversion. By rep, by day, against the goal you set.
  • Auto-generated coaching alerts, when a rep's pattern shifts (high contact but low close, dropping appointment rate), your BDC manager gets the prompt Monday morning.
  • AI lead engagement, built-in AI suggests the next-best action on every lead, drafts response options, surfaces stalled conversations before they go cold.
  • Engagement Intelligence mystery shops, quarterly validation that the coaching is actually changing what the customer experiences.
  • Competitive head-to-head shops, same vehicle, same question, two stores. See exactly where your competitor is taking your deals.
Tools & Techniques

The platform under the hood.

  • Real-Time Call Tracking

    Carrier-level visibility, spam-label monitoring, recording capture.

  • PAM, Performance Activity Mgmt

    Activity, contact, appt + conversion dashboards. Goal pacing.

  • Auto-Coaching AI

    Cross-metric pattern recognition. Prescriptive coaching prompts.

  • AI Lead Engagement

    Suggested response drafting, next-best-action surfacing.

  • Engagement Intelligence Shops

    End-to-end mystery shop methodology + competitive comparison.

  • Quarterly Performance Reports

    KPI delta vs Assessment baseline, action plan reconciliation.

Why Pinnacle

Built by operators. Tuned by coaches.

This isn't generic dealer SaaS. Every tool in the stack was built around what Pinnacle coaches need to see during a live engagement. The data doesn't just sit in a dashboard, it feeds the next coaching conversation.

Also Available

BDC on Demand

A fully trained, US-based BDC that drops into your store and handles inbound and outbound across sales and service, coached by the same trainers who run our onsite work. Available on request.

Download the Overview

Not sure which bundle is right? Let's diagnose first.

One conversation tells us which gap is costing you the most, and which bundle (or combination) closes it fastest. No proposal until we've walked your store with you.