One Operating Plan Across Every Rooftop

A dealer group with five rooftops does not have five times the marketing problem. It has one problem multiplied by five sets of vendors, five CRM configurations, five sets of co-op deadlines, five website providers, and five different versions of "how we do it here."

A lead should mean the same thing at every store in the group. In most groups it does not, and the group report is the first place that shows.

The group-level GM or dealer principal does not need five dashboards. They need one source of truth that shows:

• Which rooftops are performing and which are leaking
• Where the money is going and what it produced
• Which co-op deadlines are approaching across every brand
• Which leads got followed up on and which ones disappeared
• What changed this week and who owns the fix

What we find most often in multi-rooftop groups

• Source tracking is inconsistent rooftop to rooftop. One store has clean attribution. The next store in the same group has 13%+ unattributed leads. The group report is unreliable because the inputs are unreliable, and everybody in the meeting knows it before anyone says it.
• Co-op claims go unfiled at some rooftops. Every OEM has its own portal, its own deadlines, its own creative requirements. Without one person tracking all of them across all rooftops, factory money expires at the locations nobody is watching — usually the smallest store with the busiest GM.
• Budget is allocated by habit. Each rooftop gets the same spend regardless of market size, floor plan, inventory priorities, or lead volume. The strongest market is underfunded, the weakest is over-funded, and nobody can point to the analysis that set either number.
• Vendors operate in silos. The website provider, the CRM vendor, the ad platform, and the chat tool each see only their own piece. Nobody connects them across rooftops. Nobody catches the gap between what the ad promised and what the CRM recorded.
• After-hours leads sit untouched at every location. One store can look like an outlier until the same gap turns up at every rooftop.

Per-Store Paid Media

Google, Meta, YouTube, and supporting channels built around each rooftop's inventory, market, OEM programs, and priorities for the quarter. Budgets get assigned by performance, funding source, segment, and season, not split evenly because that is how the spreadsheet was already laid out.

Cadence: daily monitoring, weekly pacing and search-term review, per-rooftop.

Group-Wide CRM & Lead Flow

Source and sub-source correction, routing validation, response-time measurement, and funnel leakage reporting — built the same way at every rooftop, then read per store so the GM can see which location converts and which one leaks.

Verified result: In a five-rooftop H-D group, lead source accuracy improved from inconsistent to under 1% unattributed at the best rooftop. Group-wide lead volume rose while cost per lead came down close to 20%.

Cross-Brand Co-op & MDF

Eligibility, pre-approval, proof, submission, and claim tracking across every OEM program at every rooftop. H-D MDF, Can-Am co-op, Sea-Doo programs, Yamaha, Honda, Kawasaki — one calendar, one tracking system, one person who owns every deadline instead of six people who each assume somebody else filed it.

Per-Store Website & Conversion

Inventory merchandising, landing pages, tracking, and conversion work on each rooftop's site. Campaign traffic lands on a page that matches the ad, and the source survives the trip into that store's CRM.

Consolidated Operating Reports

One monthly operating review per rooftop, rolled into a group summary: spend, leads, source accuracy, response time, co-op status, and units where the data allows. The GM reads what changed, what is blocked, and what happens next — in one document, in the same format every month.

Group-Level Vendor Coordination

One contact who runs all of them across all rooftops. Website providers, CRM vendors, chat tools, digital retailing, inventory feeds, call tracking — all held to one operating plan instead of each store negotiating its own version.

• Run it end-to-end. We operate the full marketing system across every rooftop: strategy, execution, monitoring, reporting, vendor calls, and co-op deadlines.
• Strengthen your current marketing team. We audit every rooftop, put the same source tracking in place at all of them, set the monitoring cadence, and train group and store staff on CRM accuracy, lead follow-up, and how to read the operating report — then step back as your team picks it up.
• Fill specific gaps. We take the pieces that leak across rooftops: nights-and-weekends follow-up, co-op deadline tracking, CRM source cleanup, or the vendor calls. Your team keeps the rest.

The group GM gets one source of truth regardless of who is executing the work.

These are verified outcomes from multi-rooftop dealer groups, reconciled against CRM data and dealer reporting.

• One source of truth: per-rooftop lead volume, source accuracy, response time, co-op status, and spend — rolled into a group summary
• One owner: a person by name accountable for every open marketing issue at every location
• A weekly issue list per rooftop: what broke, what changed, who owns it, and the date it is due
• A monthly group operating review: spend, leads, quality, response, co-op, and units — per store and consolidated
• A 90-day priority map per rooftop: fixes sequenced by what they should do for the store, not by which vendor is easiest to schedule
• Fewer surprises: daily monitoring at every rooftop for spend drift, feed failures, tracking loss, disapprovals, and deadlines coming due