Section 8

Roles & Responsibilities

Clear ownership drives accountability. Every team member has a defined role, specific focus areas, and measurable goals. Know your lane — and own it completely.

Ashley

Sales

Focus Areas

Partnerships and industry relationships

Closing major client deals

Brand authority and thought leadership

Industry event presence (expos, conferences)

Setting company vision and growth strategy

Primary Goal

5–8 meetings per week

Consistently fill the pipeline with qualified dealer conversations that convert into long-term clients.

Key Performance Indicators

Meetings booked per weekClose rate (25% target)Revenue generatedNew clients per month

Courtland

Strategic Director

Focus Areas

Strategy development for each client

Market research and competitive analysis

Refining and evolving service offerings

Ensuring strategies produce real results for dealers

Staying ahead of AI search and AEO trends

Primary Goal

Make sure strategies actually produce results for dealers

Every campaign should move the needle on inventory visibility and showroom traffic. If it doesn't, adjust.

Key Performance Indicators

Client traffic growthAI citation improvementsStrategy effectiveness scoresInnovation pipeline

Kim

Second in Command

Client Success & Retention

Focus Areas

Client onboarding (premium experience)

Ongoing client communication

Client satisfaction and relationship management

Contract renewals and upsells

Internal team coordination as second in command

Primary Goal

90% client retention

Every client should feel like they are our only client. Proactive communication is the key to retention.

Key Performance Indicators

Client retention rateClient satisfaction scoresOnboarding completion timeRenewal rate

Teon

Relationship Builder

Focus Areas

Building and nurturing dealer relationships

Community engagement and networking

Referral pipeline development

White-label team coordination and quality assurance

Industry event attendance and follow-up

Primary Goal

Be the person dealers trust and want to work with

Build genuine connections that open doors. Coordinate with the white-label team to ensure seamless delivery behind the scenes.

Key Performance Indicators

New contacts per weekDealer check-ins per weekReferrals generatedWhite-label delivery quality

Team Accountability Principle

We are a small team, which means every person's contribution is visible and essential. When one person wins, we all win. When one person drops the ball, everyone feels it. Own your role completely.