Onboarding status
Where your setup stands today — what is done, the steps that are yours, and what is still on our side.
Already standing
- Your page is live — thecardudeusa.com, with live Zumbrota inventory
- Your salesperson app is live — you are the pilot it was built on
- Your card is live inside the app — QR, selfie, and capture wired into your pipeline
- CRM workspace built — “The Car Dude USA,” every AI feature on, and you are signed in as an active user
- Your LotWalk is the pilot — the sample Visit Report is your own walk
- Your brain and vault are on file in your project folder
- Your console is built inside this room — the workbench with every tool on one bench
Two calls that are yours
- Pick your canonical personal number — your cell (507) 951-7214 or the printed (682) 458-5006. Your card and page key off the answer
- Run the Vercel setup prompt Anton sent to the Car Dude group — your own account, connected the clean way
- Your Drive prompt is in the same group — folder system, one folder per lead, one source of truth
Still ours to finish
- A phone number for your CRM workspace — that is Anton's purchase call; it unlocks live calling and texting and the Instant Lead Connect switch
- Scrub pass: the inherited AI script in your workspace still carries a stranger's name and example — it gets rewritten to you before the number lands
- Your workspace has no Smart Pages section — the route for those is still to be decided
What you receive
Every piece of your kit. Live pieces open; pieces still being built say so and carry no door.
Your page
The Car Dude USA — your own site on your own domain: live Zumbrota inventory from all three Mosaic stores, your journal, the payment calculator, and Dude the Dog. Shoppers land on you, not a store page.
Your CRM workspace
“The Car Dude USA” — built, Car Dude branded, every AI feature on, and you are an active user in it. No phone number and no contacts yet, on purpose: nothing can dial or message anyone until the number lands and the scrub pass runs.
Your Drive folders
Your own folder — page, brain, card, app, lotwalk — mirrored in Drive with the rest of the team's. This card gets its door once your editor access is confirmed on record — no door until it's real. Your Drive prompt (one folder per lead, one source of truth) is posted in the Car Dude group.
Your brain
Your vault in the LotLogix project — the Mosaic CDJR staff kit and the facts your Muse works from: “the folder is the training.” It is the seed your drafts, your Visit Reports, and your follow-up all run on.
Your LotWalk
You are the pilot: LotWalk was designed around your real visits. The sample Visit Report is your own walk (Alex Merritt, Oct 30) — you record, your Muse transcribes and files it, drafts the report, and you approve before anything sends. Your LotWalk console is live inside this room, carrying that one real walk. The dealership board rolls every rep's walks up for the group.
Your card
Your virtual card lives in your app: call, text, email, save-contact, share, a live QR, take-a-selfie, and the capture form — captures land straight in your LotLogix pipeline, tagged to you. Your vCard file is filled with the store line until you rule on your canonical number.
Your app
Your salesperson app — Today, Leads, Listings, Card, More — the live pilot build the other reps' apps are patterned on. Its reads run on the labeled demo dataset until the live CRM read connection lands; the card capture is already live.
Your console
The workbench inside this room: today's follow-ups, Lot Walk, audio recaps, lead capture, inventory, your content pack, the FTC/MAP compliance checklist, your Drive system, and support — every tool on one bench, each with its real door.
