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Onboarding Checklist for Shopper Suite Kickoff

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SCHEDULE A KICKOFF MEETING ASAPWe will need the following required items in the next week to kick off this account:

BEST CONTACT INFORMATION TO USE For best results, we need the point person at the dealership that is the best contact person for the prospect to reference. This will be used in marketing to the prospects.

Confirm the Website is SecureSimply identify that the address starts with HTTPS:// and not HTTP://

Installation of the Shopper Suite Pixel/Script Verify the script has been installed on site.

Facebook Admin Access for Full Throttle Make sure Full Throttle is authorized to manage the client’s Facebook page. Facebook page admins will see a request from Full Throttle to manage the page and it must be approved.

High-Resolution Logo for the DealershipEach client must supply a high-resolution logo to be used in all marketing materials that are communicated to prospects.

Request Dealer Code/BAC CodeEach dealer has a specific OEM Dealer Code or BAC Code for their business. This is required for the Shopper Suite.

Best Phone Number to UseThis is the phone number that will appear on the marketing materials sent to prospects.

Best Email to UseThis is the email address that the marketing will come from in the marketing materials sent to prospects. (This should be sent from a person or at least an email that recipients can reply to.)

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Kickoff Questions & Answers for Shopper Suite

1. SUBJECT LINEIs there a specific subject line you would like tohave with the email?

e.g., “Super Prices, Super Selection - Only atNorm Reeves Hyundai”

These need to be answered in the kickoff meeting:

24-72 Hours after visit

Notecard

Email

Special Subject Line

2. NOTE CARD SIGNATUREHow would you like to sign the note card?

e.g., “Sincerely, <Firstname Lastname>, GeneralManager” or “Your Friends at <Dealership Name>”

Note Card Signature

USP’s OR WHY BUYS FOR DEALERSHIPPlease provide a few USPs or “Why Buys” that we can include in the messaging.

e.g., Tires for Life, In Business since 1950, FamilyOwned and Operated, Free Courtesy Vehicles forYour Convenience, 2018 Dealer of the Year Awardfrom DealerRater.

Why Buy or USP

4. ADDITIONAL DETAILS TO INCLUDEAny other specific details you would like toinclude in branding or messaging:

Additional Details

• A certain vehicle or image (of the dealership, mascot,etc.)

• Color and branding will match your website• What is the easiest way to get us sales and service

transaction data at the beginning of next month?

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Timeline for Shopper Suite

1. CREATIVE APPROVALGet immediate approval on creative,which will be delivered to you in abouta week.

A succesful kickoff should follow this timeline:

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2. PROGRAM LAUNCHProgram will begin in about 2-3 weeksfrom the kickoff date depending oncompliance, co-op, and any other factors.

3. 7 DAYS AFTER KICKOFF

• Confirm the code has been put on thewebsite.

• Confirm Full Throttle has beengranted Facebook admin access.

4. AFTER 1ST MONTH IS COMPLETERequest sales and service transaction datafrom the dealership to allow the salesmatch-back reports to be generated toshow the ROI by unit sales and repair orders.

• SALES TRANSACTIONS• SERVICE TRANSACTIONS

What we need from dealership DMS to create reports: