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Automotive: Weekly and monthly performance review

A 50-item list for dealerships, shops, and detailing studios covering weekly data prep, ad and lead review, monthly inventory, sales, and service metrics, the report, and decision rules.

51 items6 groups20 minOctober 15, 2026

  • checklist
  • performance
  • monthly report
  • measurement

Preview

3 items open, 51 items in total. Members see the rest.

Run the weekly sections every Monday in 30 minutes and the monthly sections in the first week of the month in an hour. The goal isn't to produce a report; it's to leave with decisions for the next week and month: what you'll stop, what you'll scale, and what you'll fix.

Weekly: data prep

8 items
  • The review slot is fixed (for example, Monday at 10:00 for 30 minutes), with the ad, sales, and service owners together.
  • The same date range (Monday through Sunday) is selected in the ad dashboard, CRM, listing sites, and phone records.
  • Lead counts from four sources (Meta, Google, listing sites, direct) are in one table, with unknown-source leads on their own row.

5 items more in this group for members.

48 items more for members

This item has 51 items in total. With a membership you see all of it and copy any line in one click.

  1. Weekly: ads and content8 items
  2. Weekly: leads and response8 items
  3. Monthly: sales, service, and inventory9 items
  4. The monthly report8 items
  5. Decision and optimization rules10 items

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Automotive page
  • Copy template12 min

    15 copy and message templates for automotive

    Inventory car post

    {VEHICLE} | {MILEAGE} km | {FUEL_TRANSMISSION} Good fit for: {GOOD_FIT_FOR} Inspection summary: {INSPECTION_SUMMARY} Highlights: {FEATURES} We'll send the full report on WhatsApp. For a test drive, we're at the showroom {DAYS}, {HOURS}. {DEALERSHIP} · {ADDRESS}

    15 templates · 5 groupsMembers only

  • Message template25 min

    WhatsApp and DM replies

    First reply to a listing inquiry

    Hi {NAME}, this is {REP} from {DEALERSHIP}. Thanks for writing about the {VEHICLE}. Here's the car's inspection report and its latest photos: {REPORT_LINK} Two quick questions so I can give you better information: will you mostly drive in the city or on the highway? And do you have a car you're thinking of trading in?

    20 templates · 5 groupsMembers only

  • Checklist10 min

    A 35-point automotive marketing checklist

    • Google Business Profile category, hours, services, and location are correct.
    • Business name, address, and phone are written the same everywhere.

    35 items · 5 groupsMembers only

  • Hook bank10 min

    Reels and short-video openers

    A 1.85 m passenger just sat in the back. Where did their knees end up?

    50 hooks · 5 groupsMembers only