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📊 Dashboard
📦 Inventory
💰 Rebates & Financing
✅ Tasks & Notes
👥 Team
🛡️ Insurance
📣 Website & Marketing
📋 Leads
🏦 Floor Plan
💰 Promo Advisor
👥 Contacts
Dealerspike History Scraper
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Leads Scraped
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Floor Plan Summary
Northpoint
$10,769,882
Primary floor plan lender
Northpoint CFMOTO
$798,663
CFMOTO product line
Wells Fargo
$1,856,123
Secondary floor plan
Honda
$649,901
Honda captive financing
Trade-ins (not floored)
$315,700
Wholesale / retail value
Total Portfolio
$14,390,269
All floor plan + trades
Key Metrics
Total Units on Floor
—
Daily Interest (7% APR)
$2,757
Trade-in Count
—
Floored Only Total
$14,074,569
Floor Plan Lenders
4
2026 Goals
Sales Target
$40–45M
Annual revenue goal for 2026
Net Margin Target
7.5%
~$3M–3.4M net at target range
Cash Buffer Goal
$1M
Operating liquidity reserve
Service EBITDA Goal
$900K+
Long-term target from service dept.
👥 Sales Team
📊 Floorplan Aging
📜 Insurance Policies
🆕 Dealer Incentives
📋 Dealership Notes
📊 Sheet View
🏦 Floor Plan Rules
💰 Curtailment Calculator
🚨 Floor Plan Analysis
Status Supplier Model / Serial Lender Invoice Date Days Balance Rule Applied Next Curtailment Maturity
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✅ Tasks
📚 Notes & Knowledge Base
Internal Systems
Dealerspike — Leads management & dealer website
BiT — Parts & service management system
QuickBooks — Accounting & financials
Lead Sources
Dealerspike (website lead form)
Boats.com
BoatTrader.com
Facebook (organic + paid)
Instagram
YouTube
Key Metrics
25–40 leads/day across all sources
15% internet close rate
85–90% of deals financed
2.4× inventory turns per year
Meeting Schedule
Weekly: GM Review
Monthly: Financial Review
Quarterly: Floor Plan Aging Review
Goals 2026
Revenue: $40–45M
Net Margin: 7.5%
Cash Buffer: $1M
Service EBITDA: $900K+
Daily Interest Burn: ~$2,757/day (7% APR on $14.39M)
💼 Total Annual Payroll $1,870,000 / yr
● Full-Time (FT) ● Part-Time (PT) ● 1099 Contractor
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🌐 Website Tasks
💡 Ideas Pipeline
🎥 YouTube Dealership Tour
Create a full dealership tour video introducing the new ownership team and showcasing the facility, products, and service department.
📱 Social Media Content Series
"Boat of the Week" series on Instagram and Facebook showcasing new inventory with lifestyle photography and key specs.
🎓 Employee Training Flashcards
Digital flashcard system covering product lines, manufacturer specs, financing options, and sales process for new and existing employees.
💬 CRM Integration
Evaluate and implement Dockmaster or Malone CRM to centralize leads from Dealerspike, Boats.com, BoatTrader, and social. Target: improve close rate tracking.
🗺️ Google Business Optimization
Update Google Business profile with new ownership, hours, photos, and actively solicit reviews from recent buyers. Target: 100+ reviews in 90 days.
📧 Email Marketing Campaign
Launch email campaign to existing customer database announcing new ownership, spring promotions, and financing specials. Segment by purchase history.
🏆 Referral Program
Create a structured referral incentive program — existing customers who refer a buyer get a service credit or merchandise. Low cost, high trust channel.
🔍 SEO & Listings Audit
Audit current Dealerspike site for SEO gaps. Optimize Boats.com and BoatTrader listings with complete specs, multiple photos, and competitive pricing.
📥 Import from QuickBooks
Export two reports from QuickBooks Desktop, then upload them here:
1) Reports → Customers & Receivables → Customer Contact List → Export to Excel/CSV
2) Reports → Sales → Sales by Customer Detail → Export to Excel/CSV
💰 Import from QuickBooks — Sales with Extra Details (XLSX)
Upload the Sales with Extra Details Excel file. Imports full purchase history + enriches contacts with email, phone, and address from every transaction.
📊 Import from QuickBooks — Extra Fields (XLSX)
Upload the Customer List With Extra Fields Excel file. Adds email, CC email, alt emails, social profiles, website, and all phone numbers. Merges with existing records.
✅ Import ZeroBounce Validation Results (CSV)
Upload your ZeroBounce results CSV. Contacts will be matched by email and stamped with their validation status (Valid, Invalid, Catch-All, etc.).
📧 Import from Yahoo Contacts (CSV)
Export your Yahoo address book as a CSV, then upload it here. Junk entries (craigslist, bounce addresses, etc.) are filtered automatically. Duplicates are merged, not doubled.
Upload the leads_export_*.csv file from Dealerspike. Contacts are matched by email/phone — duplicates are enriched, not doubled. Opt-in status is captured from the "Receive Offers" column.
Type:
Contact Email City / State Phone Type Purchases Last Purchase / Lead
Click the Customers tab to load data.
📋 Dealerspike Leads
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Date:
Opt-In:
🏦 Floor Plan Health
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Health ↕ Days ↕ Lender ↕ Supplier ↕ Model VIN / Serial Floor Plan $ ↕ Suggested Price ↕ Daily Cost Action

💰 Promo Advisor

Ask about any model to get current rebates, financing offers & promotions
Indexed Documents
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Purchase History