The AI Dealer · Sales Hub

Your 4-step selling flow

Discover → Demonstrate → Quote → Close

Start with the customer's problem. Show one relevant example. Confirm what they need. Then quote the approved scope.

Quick-start demonstrations

Not sure what to recommend?

Missed phone calls → AI Phone Receptionist. Website visitors with questions → Chat Agent. Inconsistent reviews → Reputation Manager. Weak website experience → Website Build. Customers searching for a service → Google Ads or SEO. Visual offers → Facebook/Instagram or TikTok Ads. Inconsistent posting → Social Content.

Product demo library

Every product follows the same simple presentation format.

Prepare a draft quote

Save this quote to a client record, add your handoff notes, then request the agreement and payment links. Production details come after closing.

Save to an existing client or prospect

Current core-service minimums are prefilled. Higher prices are allowed; quotes below the minimum require written authorization. Estimates are not payment requests.

Service

Setup fee ($)

Monthly fee ($)

Client business (optional)

Primary contact

Client email

Client phone

Due initially—

Monthly after initial payment—

Setup commission example (40%)—

Recurring service commission (25%)—

Commission examples are illustrative and subject to the signed compensation agreement. Commissions apply only to eligible collected revenue under approved terms. No checkout integration is active.

Complete service intake

Use the existing approved order process until dynamic checkout is connected and tested.

Client service intake

Open client tracker & handoff notes →

Working copy for review. Service conditions, notifications and quote transfer are not yet fully tested. Enter quoted prices manually; do not submit real client information until the workflow is verified.

If the form does not appear, open the form in a new tab ↗.

Before requesting payment

Confirm business and primary contact Confirm selected services and exact scope Confirm setup fee, monthly fee, billing start and any approved usage Confirm rep attribution and approved agreement Confirm customer understands recurring authorization

After the customer signs and pays

Verify successful payment, not just form submission Record payment/order reference Collect branding, FAQs, access contact and next-step links securely Send management the scope, goals and missing items

Payment link generation and payment verification are not yet connected. Do not use this app to collect card information.

Account Manager Resources

Clients, closing & warm handoffs →

Everything you need to learn the services, prospect, quote and support your clients.

Historical examples illustrate prior outcomes; results are not guaranteed.

All case studies, approval and report examples

Case Study Real Estate Marketing Company ↗Facebook Ad Case Study Landscaping Company ↗Facebook Ad Case Study Plastic Surgery Clinic ↗Google Ad Case Study Construction Company ↗Google Ad Case Study Dent Repair Company ↗Google Ad Case Study Roofing Company ↗SEO Case Study Cleaning Services ↗SEO Case Study Landscaping Company ↗SEO Case Study Real Estate Photography Signage ↗Campaign Strategy Approval 1 ↗TikTok Ad Case Study Car Shop ↗TikTok Ad Case Study Furniture Discount Store ↗Weekly Performance Report 1 ↗Campaign Strategy Approval ↗Google Ads - Campaign Strategy Approval Process ↗Google Ads - Monthly Performance Report ↗Monthly Performance Report ↗Post Approval ↗Weekly Performance Report ↗

Client handoff and help

Existing Order Form ↗Book a Strategy Session ↗Request a Client Update or Support ↗

Use the existing approved order process. Automated agreement and payment workflows remain subject to setup and testing.

Show the value. Close the deal.