Sample Planning Sprint Pack
What the $5,000 Planning Sprint delivers.
A sample plan for Lotline, a fictional dealer CRM platform that wants AI beyond our existing modules. Two weeks, no build: where AI fits, what it depends on, and a fixed quote.
What you get
- Where AI fits across your platform, with the dealer outcome, users and data for each
- The prioritized capability map, with what each one depends on
- The readiness review of your architecture, feeds, integrations and permissions
- Cost-to-serve estimates per dealer, with the assumptions shown
- The recommended first build: 2 to 3 capabilities and why they come first
- A fixed-price quote to build it and take it to production; the $5,000 counts toward it
Illustrative demo on a fictional dealership. Not client work.
How the two weeks run
We plan with the people who know the platform.
About 2 to 3 hours a week from a product owner and an engineering lead. No build, no production access.
Week 1
- Walk the platform with your product and engineering leads
- Read what dealers ask for in renewals and support tickets
- Interview two customer success leads about dealer requests
Week 2
- Map the capabilities and review architecture, feeds, integrations and permissions
- Estimate the cost to serve per dealer
- Agree the first build with you and write the fixed quote
01 · Where AI fits
Every opportunity, tied to a dealer outcome.
Including capabilities our modules do not cover. Each one names who uses it and the data it needs.
| Opportunity | Who uses it | Data it needs |
|---|---|---|
| Website shopper assistant | Shoppers | Inventory feeds, website pages |
| Drafted first reply | Salespeople, BDC | CRM history, units viewed |
| Service lane upsell | Service advisers | Repair orders, accessory catalog |
| Aging stock answers | Managers | Inventory, market data |
02 · Capability map
Now, next and later, with what each depends on.
Ordered by dealer value and by what your platform can support today.
| Capability | When | Depends on |
|---|---|---|
| Website shopper assistant | Now | Inventory feeds already normalized |
| Drafted first reply | Next | Lead de-duplication in the CRM |
| Service lane upsell | Later | DMS repair order access |
03 · Readiness review
Architecture, data and permissions, checked.
What is ready, what needs work, and what blocks a capability until it changes. Illustrative findings.
Findings
- Three feed providers send prices in different fields; one mapping fixes all three.
- Drafted replies wait on lead de-duplication; we would not start them before it exists.
- Dealers may want AI off per rooftop; the plan includes that switch.
- Open question for you: include the assistant in every plan, or sell it per rooftop?
04 · Recommended first build
Put a shopper assistant on live stock first.
Two capabilities that share the same feed data: inventory answers on the dealer's website, and leads into the CRM.
05 · Quote
A fixed price to build it and take it to production.
The fixed quote is in your Planning Sprint Pack, not on the site. If you go ahead, the $5,000 counts toward it; if you stop, the plan is yours.
Get a plan for your own platform.
Bring the AI questions your dealers are asking. In 30 minutes we agree what the Planning Sprint would map.
Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.