1. Meet the Team / Workflow Overview

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

3. 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.
Onboarding +20
HAND OFF
LOCAL
- Station resumes business management
Onboarding +40
Onboarding +70

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

5. CNA data gathering

6. Billing Information

7. JIRA MASTER TICKET

8. The Drive Auto Pod Workflow
Designated person at the station submits the Drive Auto Master Ticket through JIRA. This should include the
Document (available in JIRA ticket) with all 3 tabs completed – Pre-call planner, CNA questions, Billing information
24 hrs.
Master Ticket Entry
Billing/Ticket Entry Coordinator will enter all contracts into OSI/WO system based on the information included in
the billing form.
Enter OSI/WO Contracts
Billing/Ticket Entry Coordinator will work directly with the station/dealer to gather all required assets and input all JIRA product 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
Schedule Strategy Call
Digital Sales Coordinator reaches out to station and schedules a strategy call with the Client,
Station, Potenza and RAM (optional) using the available dates listed in the Drive Auto Master Ticket
There is a full Strategy Call (45-60 minutes) with the Station, Client, The Pod, and Potenza included.
During the call, members from Potenza will be identified as members of the Drive Team, not a vendor
10 Business
Days
Conduct Strategy Call
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 stations on a daily basis.
Vendor Processing
Go Live
Each product within the campaign will go live as it’s completed and will be confirmed by the vendors or agency.

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