Jarvis:The plan starts with the dealer's real numbers. Upload their sales history (CSV or Excel) — I'll compute the trends and product mix; I never invent figures. No file handy? Skip this step: we'll start from BBI's CSTS purchases if the account is confirmed, otherwise from the CRM record.
Is this the dealer in the team CRM?
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Drop the file here, or tap to choose (CSV / XLSX)
Total revenue
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YoY growth
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Rows analyzed
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Product mix
Jarvis:
Step 2 — Annual SMART goals
Jarvis:These scenarios are computed from the real numbers — the targets are yours and the dealer's to own, not mine. Pick a scenario, adjust it, and shape SMART goals the dealer can call their own.
Product-mix targets
Program
Current %
Target %
Why
SMART goals
Step 3 — Build the plan
Jarvis:Here are the levers: campaigns in the right quarter, the AHI tools that multiply your influence without windshield time, and the meeting cadence. Toggle and adjust — it's your plan.
Campaigns
AHI tools — influence without drive time
Product plays
Meeting cadence (per year)
Jarvis:The Teams share is how you show up often — without the windshield hours.
Step 4 — Win the dealer's buy-in (the 3 C's)
Jarvis:The plan only works if the dealer owns it. Here's your 3 C's prep for the most important meeting of the year with this dealer.
Jarvis:The cadence makes the plan. Your visit debriefs feed these counters automatically — face-to-face or Teams. Quarterly review: we adjust, we don't abandon.