Time Management

Facilitator Time Management & Deal Flow Strategy

Purpose

This SOP defines how independent contractor facilitators must manage their time, communication, and dealership workflow to maximize deal flow and income.

You are not an employee — you operate as an independent contractor under our network.
Your time is your currency. Every hour must push a deal forward, not fill the day with talk.

1. Pre-Opening Routine (7:30 AM – 9:00 AM)

Objective: Be fully ready before dealers open.

Checklist

• Charge every device overnight (phones, laptops, headsets).

• Plug in headset and check audio.

• Prepare a lead list of 15–30 prospects (new + follow-ups).

• Draft text/email templates for fast replies.

• Review yesterday’s notes, BOS status, and deposits.
  
  

Mindset:
At 9 AM you’re executing — not setting up. Treat this like your own business day.

2. Dealer Hour Strategy (9:00 AM – 6:00 PM)

Objective: Work in rhythm with dealership hours and behavior.

Morning (9 AM – 12 PM)
Managers are present — move fast on pricing, BOS, and availability.
Use calls for decisions; use text/email for speed.

Midday (12 PM – 3 PM)
Finance offices are busy — focus on follow-ups, documents, and CRM updates.

Late Afternoon (3 PM – 6 PM)
Managers are closing out their day.
Re-engage hot leads, confirm deposits, and plan next-day pipeline.

3. Month Timing Strategy (SEE TABLE BELOW)

Tip: Build momentum early. Close volume late.

4. Productive Math — Time = Money (SEE TABLE BELOW)

Reality:
Stop obsessing over gross. Start valuing time.
Three $500 wins that close quickly beat one $5K deal that eats your month.
You can always stack more deals — but you can’t get wasted hours back.
The best facilitators track hourly return, not just total profit.

5. Deal Work Ethic — Effort > Excuses

If a unit lists at $105,000 and our target buy is $95,000, we don’t expect it closed today — we expect consistent effort.

Effort Includes

• Follow-ups every 2–3 days.

• Contacting multiple reps/managers.

• Asking questions that create movement.

• Logging updates, not excuses.
  
  

Effort Does Not Include

• Explaining why “they won’t drop.”

• Arguing dealer logic.

• Long messages with no next step.
  
  

Mindset:
Don’t focus on gross — focus on time.
Time efficiency compounds. Slow, emotional deals kill your hourly rate.
We want momentum, not monologues.

6. When the Salesperson Owns the Lead

If an internet or phone rep already owns the lead:

Do

• Stay professional and collect info (specs, price, incentives).

• See if they can get you a stronger number.

• Let them follow up — keep it open.
  
  

Don’t

• Over-explain who you are.

• Waste time arguing or disclosing details.

• Kill a contact that could be leveraged later.

Goal: Every conversation should return value — price intel, contact, or leverage.

7. Don’t Waste Our Time Clause

This is a results-driven operation.
We do not pay for talking, venting, or storytelling.

During work hours:

• Focus on active deals, not opinions.

• Keep chats sharp and business-minded.

• If you’re not advancing a deal, you’re burning both your time and ours.

Facilitators who over-talk or stall without measurable output will lose deal priority.
We close deals — not conversations.

8. If You Can’t Close a Deal — Communicate

If a deal stalls, let us know — we’re here to help you finish it.
Drop a quick Pumble update (VIN, dealer, issue).
We’ll guide you through the next step or handle escalation.

Don’t spend an hour explaining; give us what we need to fix it fast.
We don’t want stories — we want movement.

9. Daily Flow Breakdown (SEE TABLE BELOW)

10. Minimum KPIs (SEE TABLE BELOW)

Goal: Minimum $1,000 per day contribution.
If results stall, adjust immediately.

11. Contractor Rules to Live By

• You are a business — act like it.

• Time = income — protect both.

• Calls = action — keep them short and decisive.

• Text/email = speed — use them first.

• Don’t focus on gross; focus on time efficiency.

• Every hour must produce measurable movement.

• Build early, close late.

• No excuses, no filler, no wasted energy.

• If you get stuck, communicate fast — don’t linger or stall.