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What working with Verdele involves.

One workflow first. Scoped, built, measured, then the next.

How it is structured

A scoped build, then ongoing operation

We build the first workflow as a defined project, then run and improve it with you month to month.

From first call to live.

About six weeks to a first live workflow. Timing depends on your systems and access.

  1. 01

    Week 1

    Understand the store

    How the department, systems and data really run today. We record the baseline.

  2. 02

    Week 2

    Design the workflow

    What the system handles, and which decisions stay with your people.

  3. 03

    Weeks 3 to 5

    Build and connect

    Connected to your CRM, DMS and tools, on your accounts.

  4. 04

    Week 6

    Test on real work

    Run on real leads and real edge cases before your customers see it.

  5. 05

    Ongoing

    Go live and measure

    Rolled out with your team, then reported against the baseline.

What we need from you

  • Access to your CRM and DMS through an approved integration
  • Your lead sources, phone and text provider
  • The rules your managers already work by
  • A named manager who owns exceptions

Systems we connect to:CRMDMSInventoryWebsite and chatPhones and textService scheduler

Who takes part

Owner or GM
Sponsors it and agrees what success means.
Department manager
Sales, BDC or service. Sets the rules and approves the judgment calls.
Your systems admin
Grants access. About an hour, not a project.

Who runs what. Who owns what.

Verdele operates

  • Builds and connects the workflow
  • Runs, monitors and updates it
  • Reports results against the baseline

Your dealership owns

  • Your accounts, data and customer relationships
  • The rules and every judgment call
  • The system itself, which you can take over

After launch. After launch we monitor every workflow, review results with you monthly, and change it as your store changes.

Show us one workflow that is costing your store time or opportunities.

Our team will be in touch within two business days.