1. JIRA Master Ticket and Pod 7 Workflow

2. DA Lifecycle Pre-call Prep Intro/CNA Close Date Strategy Call
Process Ownership
Pre-call Prep
Intro/CNA
Close Date
Strategy Call
Live Date
Platform Training
1st Business Review
2nd Business Review
LOCAL
- Station fills out pre-call planner (deliver to RASM before market visit)
- Station fills out CNA questionnaire
Onboarding call: if we getg this right 10 days
- Station requests quotes & builds proposal (help from RASM)
- Station delivers pre-call & CNA questionnaire with JIRA master ticket
HAND OFF
DA TEAM
- DA fulfillment team, station, dealer, Potenza
Onboarding +10
- Potenza & Station. Deploy first Driv blast
Onboarding +20
HAND OFF
LOCAL
- Station resumes business management
Onboarding +40
Onboarding +70

3. Pre-Call Planning
Side note: DMS & Inventory integrations

4. CNA data gathering

5. Team Members The Drive Auto Pod
Andrea Donellan Senior Digital Sales Coordinator
Works closely with Dominique and serves as her backup; Acts as a liaison between station clients + Pod 7
Travis Campbell Digital Sales Coordinator
Acts as a liaison between stations, clients and Pod 7
Kiesha Smith Billing + Ticket Entry Coordinator
Enters all Drive Auto contracts and JIRA production tickets
Kiera Davis Outreach Specialist
Traffics all orders out to vendors; serves as liaison between Compulse and our vendors
Kaylee Daugherty Outreach Specialist
Traffics all orders out to vendors; serves as liaison between Compulse and our vendors
Blaise Schreyer Web + Graphic Designer
Designs banners and Marketing creative exclusively for Drive Auto campaigns
Works with stations and vendors to process all necessary co-op requirements from the manufacturers; Assists with trafficking orders out to the vendors.
DeAngelo Scott Co-op + Outreach Specialist

6. The Drive Auto Pod Workflow
24 hrs.
Master Ticket Entry
Designated person at the station submits the Drive Auto Master Ticket through JIRA
Digital Sales Coordinator receives the Drive Auto Master Ticket and schedules a strategy call with the Client,
Station, Potenza and RAM (optional)
Schedule Strategy Call
Conduct Strategy Call
There is a full Strategy Call with the Station, Client, The Pod, and Potenza included.
10 Business
Days
Enter OSI/WO Contracts
Billing/Ticket Entry Coordinator will enter all contracts into OSI/WO system based on the information discussed in
the pre-call. Additional information will be provided by the DSC from the Strategy Call to ensure accuracy.
Billing/Ticket Entry Coordinator will work directly with the station/dealer to gather all required assets and input all JIRA tickets needed for the campaign, links all of them to the Master Ticket, and moves all appropriate workflow
to the next steps.
Create JIRA Tickets
Outreach Specialists will traffic tickets to the appropriate vendors based on the products sold. Digital Sales Coordinators will project manage the workflow and provide status updates to the Pod on a daily basis.
Vendor Processing
Each product within the campaign will go live as it’s completed. Once all products within the campaign are confirmed as live and running as intended, the Master Ticket will be closed. Sr. DSC to communicate this to station/client.
Go Live

7. MASTER TICKET

8. Contact information
Dealer concerns: Dominique Stiger, Andrea Donellan
Questions about billing: Kiesha Smith
Questions about rates: Your Regional Auto Manager
First point of contact for Pod: Travis Campbell
Co-op related questions: DeAngelo Scott
Rush requests: Your Regional Auto Manager, Ryan Siska, Dominique Stiger
No response from the vendor: Travis Campbell
Emergencies & Escalations: Pete Oliveri, Bryan Paride, Dominique Stiger