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  • The brief
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  • This week · 6
  • This quarter · 11
  • Big bets · 3
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Generated Nov 9, 2026
  1. Programmable
  2. Playbooks
  3. Flai
Flai logo

growth playbook · Nov 9, 2026

useflai.com (opens in a new tab)

Flai growth playbook

Diagnosis

Flai has momentum: a $27M Series A led by Base10, more than 20x growth in a year, more than 50,000 appointments booked a month, and over 20% of the top 50 US dealer groups as customers. Its hiring shows the next phase: field account executives in New Jersey, Pennsylvania, Ohio and Indiana, and Washington and Oregon; state-based CSMs; an implementation lead who connects seven named DMS and scheduler systems; and a senior seller for a new sales CRM that replaces the incumbent one.

The website hasn't caught up. It is one page plus a blog, and its strongest proof has gone missing. Blog posts send readers to case studies with hard numbers (Freeman Lexus at $100,000 profit impact, San Leandro CDJR going from 205 to 448 appointments), but the homepage section they link to now shows quotes with no numbers. The site names no integrations, says nothing about the sales CRM, has no audio of the voice product and no page for any of the new territories.

This playbook puts the proof, integrations and product pages on the site first. Then it equips the field team with territory, OEM and comparison pages, grows inside existing groups, and builds toward three bigger bets: an annual phone-performance report, OEM-backed rollouts and a CRM switch program.

Growth Score

7/10

Biggest Opportunity

Flai already has the numbers dealers buy on (bookings, profit impact, go-live in 7 days) and a fast-growing field team. Putting that proof on the site, with each store's own integrations named and the new territories covered, turns every visit and every field meeting into evidence.

Biggest Risk

A crowded field of AI BDC vendors sells the same promise. Numa, for example, shows 1,500+ rooftops, nine case studies and OEM program pages. If Flai's site keeps asking dealers to take its claims on trust, field sales will carry all the persuasion while costs rise.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Put the Freeman Lexus, San Leandro CDJR and Freeman Toyota numbers back where the blog sends readers

    Confirm with the three stores that their published numbers can stay public, then put them on the homepage cards.

    High impact First result in 2 weeks
  2. 2

    Name the seven DMS and scheduler systems Flai connects to, on the page that currently says only "scheduler, DMS, and CRM"

    List which integrations are live in production today and check each vendor's rules on naming partners.

    High impact First result in 1 month
  3. 3

    Let buyers hear Flai: replace the "Listen to Flai" transcript with real call recordings

    Pick three recent calls with clear outcomes and confirm they can be used.

    High impact First result in 2 weeks

02

Your idea portfolio

23 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 5Big bets · 9Fill-ins · 5Reconsider · 4
Effort →

Showing 23 of 23 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Flai's own blog posts send dealers to the homepage's #cases section for hard results: Freeman Lexus (about 1,100 calls, 376 appointments, an 88% booking rate on bookable calls, $100,000 profit impact), San Leandro CDJR (service appointments up from 205 to 448 in the first month) and Freeman Toyota (358 appointments, $94,000). That section now shows five short quotes. Only one has a number, and none links to a full story. Freeman Lexus and San Leandro CDJR don't appear there at all, yet the FAQ still says "The case studies above show the numbers our customers report." A buyer who clicks through from a cost-comparison article looking for proof finds a dead end, and the sitemap has no customer pages to catch them.

    High impactLow effort First result in 2 weeks Marketing lead

    First action

    Confirm with the three stores that their published numbers can stay public, then put them on the homepage cards.

    How to measure it

    Customer-page-assisted demos

    Now
    –
    Target
    30% of demos
    By
    60 days

    Steps

    1. 1

      Confirm the numbers

      Recheck each store's calls, appointments and profit impact, the period they cover, and its permission to publish.

      Customer Success Manager 3 days

    2. 2

      Write three pages

      Problem, setup, integrations, days to go live, results and a quote from the GM or fixed ops director.

      Marketing lead 1 week

    3. 3

      Fix the homepage cards

      One number per quote card, each linked to its story.

      Web developer 1 day

    4. 4

      Repoint blog links

      Swap every /#cases link in the blog for the matching customer page.

      Web developer 1 day

    5. 5

      Update the FAQ

      Have the ROI answer link to the three stories.

      Marketing lead 1 hour

    6. 6

      Add to the sitemap

      Index the new /customers pages.

      Web developer 1 hour

    7. 7

      Arm the field team

      Each regional AE gets the link closest to their prospect's brand and size.

      Revenue Operations 2 days

    8. 8

      Add one a month

      Turn quoted stores such as South Point Hyundai into full stories.

      Customer Success Manager monthly

    First result
    2 weeks
    Cost
    Staff time only
    Owner
    Marketing lead

    Smallest test

    Add the three numbers to the homepage cards today and repoint the two blog posts' links.

    Why it works

    Give each result a page of its own (/customers/freeman-lexus, /customers/san-leandro-cdjr, /customers/freeman-toyota): the store, the problem before Flai, the integrations used, days to go live, and the numbers with the period they cover. Add a headline number to each homepage quote card and link the card to its page. Point every blog link that now goes to /#cases to the matching customer page, and have the FAQ answer link to them. Start with the three stores whose numbers Flai already publishes, then add one per month from the five quoted stores and the 18 listed groups.

    Dealers buy on numbers from stores like their own. The figures already exist and are already in Flai's blog, so the work is mostly restoring and linking them. It also closes the gap with Numa, which shows nine named case studies, and gives field AEs a link to send after every meeting.

    Ready to use

    ChecklistCustomer story page checklist

    [ ] Store, brand, region and rooftop count
    [ ] Before: missed-call share, hold times, BDC staffing
    [ ] Systems connected (DMS, scheduler, CRM)
    [ ] Days from kickoff to live
    [ ] Calls handled, appointments booked, booking rate, period covered
    [ ] Profit impact, with the method
    [ ] Quote from the GM, fixed ops director or BDC manager
    [ ] Link from the homepage card and from every blog post that cites it
    [ ] Book-a-demo button

    Risks and how to handle them

    • A store no longer wants its numbers public

      Use a brand-and-region description (for example, a Lexus store in Northern California) and keep the numbers.

    • Profit impact is an estimate

      Show the method under each figure: appointments booked times average repair-order gross.

    Evidence

    • Your websiteBlog post "AI BDC vs In-House BDC: Cost & ROI Compared (2026)" links to the homepage #cases section for Freeman Lexus (about 1,100 calls, 376 appointments, "$100,000 profit impact", 88% booking rate on bookable calls), San Leandro CDJR (service appointments "jump from 205 to 448" in the first month; $83,000) and Freeman Toyota (358 appointments; $94,000). It puts 24/7 in-house BDC cover at about $225,000–$272,000 a year and has no interactive calculator.Source
    • Your websiteHomepage (checked November 9, 2026): H1 "The best dealerships run on Flai."; sections "AI-Native Service CRM" and "Sales AI"; 18 dealer groups listed; five customer quotes (South Point Hyundai, Freeman Toyota, Audi Marin, Findlay Chevrolet, Subaru Las Vegas), none linking to a full story and only one with a number ("We were missing 25–35% before"); integrations described only as "your scheduler, DMS, and CRM"; "Listen to Flai" is a text transcript with no audio; no pricing.Source
    • Your websiteHomepage FAQ: "The case studies above show the numbers our customers report."; "Most dealerships go live within 7 days, as long as the required integrations are enabled on time."; Flai is used "across diverse markets, including Hawaii, California, Florida, and Puerto Rico"; "Every dealership is assigned a dedicated Customer Success Manager"; "consent and opt-out are handled on every channel".Source
    • Competitor researchNuma's homepage: "The AI Operating System for Car Dealerships"; "1,500+ rooftops"; nine named customer case studies; program pages for GM, Ford, Stellantis and BMW; most dealerships "go live in 2-3 weeks".Source
  • 02

    The Implementation Manager post lists the systems Flai connects: Tekion, CDK, Reynolds, Dealertrack, Xtime, Dealer-FX and myKaarma. The homepage's integrations section names none of them, and the only partner named anywhere on the site is Tekion, in a May blog post. Whether Flai works with my DMS is a dealer's first question, and the FAQ itself says go-live depends on integrations being enabled on time.

    High impactLow effort First result in 1 month Implementation Manager

    First action

    List which integrations are live in production today and check each vendor's rules on naming partners.

    How to measure it

    Demos where integration was not raised as an objection

    Now
    –
    Target
    80%
    By
    60 days

    Steps

    1. 1

      Confirm the list

      Which systems are live, in beta or planned.

      Implementation Manager 1 day

    2. 2

      Check naming rules

      Partner programs' rules on logos and wording.

      CEO 3 days

    3. 3

      Write the grid

      System, what syncs, what the store must enable.

      Implementation Manager 2 days

    4. 4

      Build the pages

      One short page per system, linked from the grid.

      Web developer 1 week

    5. 5

      Add the form field

      DMS and scheduler on the demo form, passed to the CRM.

      Revenue Operations 1 day

    6. 6

      Pre-stage go-lives

      Send the enablement request to the vendor the day a deal closes.

      Implementation Manager ongoing

    First result
    1 month
    Cost
    Staff time only
    Owner
    Implementation Manager

    Smallest test

    Replace the integrations sentence with the seven names this week.

    Why it works

    Rewrite the integrations section as a grid of the systems Flai connects to, each with a one-line note on what syncs (appointments into the scheduler, customers and repair orders from the DMS, buyers into the CRM). Give each system a short page: what is required, who enables it, typical time to live, and a customer on that system. Ask the demo form which DMS and scheduler the store runs.

    It answers the first objection before the demo. People also search for their own system plus a feature (for example, Xtime with an AI phone agent), and each page can catch that search.

    Risks and how to handle them

    • Partner terms restrict logo use

      Use text names with a line saying the vendor does not endorse Flai, as the Tekion post does.

    Evidence

    • Your websiteHomepage (checked November 9, 2026): H1 "The best dealerships run on Flai."; sections "AI-Native Service CRM" and "Sales AI"; 18 dealer groups listed; five customer quotes (South Point Hyundai, Freeman Toyota, Audi Marin, Findlay Chevrolet, Subaru Las Vegas), none linking to a full story and only one with a number ("We were missing 25–35% before"); integrations described only as "your scheduler, DMS, and CRM"; "Listen to Flai" is a text transcript with no audio; no pricing.Source
    • HiringImplementation Manager (posted October 22, 2026): connects "Tekion, CDK, Reynolds, Dealertrack, Xtime, Dealer-FX, myKaarma" and phone systems; runs "phased group and OEM rollouts"; measured on time-to-live, early adoption and first-30-day results; "Train for adoption, not attendance".Source
    • Your websiteBlog post "Tekion integration" (May 15, 2026): Flai connects with Tekion's Automotive Retail Cloud and joins its Automotive Partner Cloud. It is the only integration partner named on useflai.com.Source
    • Your websiteHomepage FAQ: "The case studies above show the numbers our customers report."; "Most dealerships go live within 7 days, as long as the required integrations are enabled on time."; Flai is used "across diverse markets, including Hawaii, California, Florida, and Puerto Rico"; "Every dealership is assigned a dedicated Customer Success Manager"; "consent and opt-out are handled on every channel".Source
  • 03

    Flai sells a voice, but the homepage section called "Listen to Flai" is a text transcript of a sample service booking, with no audio. Buyers have to imagine the most important quality of the product: whether it sounds natural to their customers.

    High impactLow effort First result in 2 weeks Marketing lead

    First action

    Pick three recent calls with clear outcomes and confirm they can be used.

    How to measure it

    Demo rate of visitors who play a clip versus those who don't

    Now
    –
    Target
    2x
    By
    45 days

    Steps

    1. 1

      Choose calls

      Service, after-hours sales and Spanish.

      Customer Success Manager 2 days

    2. 2

      Clear consent

      Use staged or consented calls and remove personal details.

      CEO 2 days

    3. 3

      Edit clips

      Under 60 seconds each, with captions.

      Marketing lead 2 days

    4. 4

      Build players

      Lightweight audio that loads on play, with the transcript alongside.

      Web developer 1 day

    5. 5

      Show the outcome

      A screenshot of the booked appointment after each clip.

      Marketing lead 1 day

    6. 6

      Track plays

      Plays to demo bookings.

      Revenue Operations ongoing

    First result
    2 weeks
    Cost
    Staff time only
    Owner
    Marketing lead

    Smallest test

    Add one service-booking clip above the transcript.

    Why it works

    Record three short calls, or reuse consented, de-identified calls: a service booking, an after-hours sales question about inventory, and a call in Spanish. Put players in the section with the transcript beside them, and show what happened next (the appointment in the scheduler, the buyer in the CRM). Use the same clips in field AEs' follow-up emails.

    Hearing a natural call removes the biggest doubt about AI phone agents in a few seconds, and it shows the multilingual claim instead of stating it.

    Risks and how to handle them

    • Privacy of real callers

      Use staged calls with Flai staff as callers if consent is unclear.

    Evidence

    • Your websiteHomepage (checked November 9, 2026): H1 "The best dealerships run on Flai."; sections "AI-Native Service CRM" and "Sales AI"; 18 dealer groups listed; five customer quotes (South Point Hyundai, Freeman Toyota, Audi Marin, Findlay Chevrolet, Subaru Las Vegas), none linking to a full story and only one with a number ("We were missing 25–35% before"); integrations described only as "your scheduler, DMS, and CRM"; "Listen to Flai" is a text transcript with no audio; no pricing.Source
    • Your websiteHomepage FAQ: "The case studies above show the numbers our customers report."; "Most dealerships go live within 7 days, as long as the required integrations are enabled on time."; Flai is used "across diverse markets, including Hawaii, California, Florida, and Puerto Rico"; "Every dealership is assigned a dedicated Customer Success Manager"; "consent and opt-out are handled on every channel".Source
    • News coverageTechCrunch (October 3, 2025): Flai was founded at Y Combinator; the team visited about 400 dealership locations and embedded with dealers; Flai is "already convincing some dealers to switch from other providers"; Toma is named as a funded rival among a "swarm" of startups.Source
  • 04

    The demo page is a headline and an embedded calendar, with an email address as the fallback. It doesn't say how long the demo is, who joins or what happens next. Meanwhile Flai now has regional AEs in four territories, an inside sales AE, a Sales CRM specialist and a RevOps hire who owns lead routing, but nothing on the page tells them where a lead belongs.

    Medium impactLow effort First result in 2 weeks Revenue Operations

    First action

    Write the four questions and the routing table with RevOps.

    How to measure it

    Demo show rate

    Now
    –
    Target
    +15%
    By
    60 days

    Steps

    1. 1

      Define routing

      Territory, size and product rules.

      Revenue Operations 1 day

    2. 2

      Write expectations

      Length, who joins, what to bring.

      Account Executive, Inside Sales 1 day

    3. 3

      Build the form

      Four fields, then the right AE's calendar.

      Web developer 3 days

    4. 4

      Sync to the CRM

      Fields land on the deal record.

      Revenue Operations 1 day

    5. 5

      Add reminders

      Text and email reminders with a call clip.

      Revenue Operations 1 day

    6. 6

      Review weekly

      Show rate and speed by route.

      Revenue Operations weekly

    First result
    2 weeks
    Cost
    Staff time only
    Owner
    Revenue Operations

    Smallest test

    Add the expectations text above the calendar today.

    Why it works

    Before the calendar, ask four questions: state, number of rooftops, DMS and scheduler, and interest (service, sales or the sales CRM). Route to the regional AE for that territory, to inside sales for single stores elsewhere, or to the Sales CRM executive. Above the calendar, say what to expect: 30 minutes, a live call example, the store's integrations checked, and an estimate of missed calls.

    Clear expectations raise show rates, and routing by territory gets a field AE in front of the dealer faster, often in person.

    Risks and how to handle them

    • Extra fields lower bookings

      Keep it to four taps and test against the current page.

    Evidence

    • Your websiteDemo page: headline "See why the best dealerships run on Flai. Book a demo."; an embedded calendar with [email protected] as the fallback; the page text says nothing about the demo's length, who joins, what to have ready or what happens next.Source
    • HiringField sales: Regional Account Executives for New Jersey and Pennsylvania (posted October 30, 2026, 80% in the field), Indiana & Ohio and Washington & Oregon (September 29); Customer Success Managers who must live in Florida, Texas or Chicago; and an Account Executive, Inside Sales for remote deals.Source
    • HiringAccount Manager (posted October 6, 2026): "Our customers love the product, and that opens up a huge opportunity to grow with them"; adds rooftops inside current dealer groups and introduces new products. A Revenue Operations hire in San Francisco owns the CRM, lead routing and revenue reporting.Source
  • 05

    Real visitors pass Core Web Vitals, mostly on fast connections. But Google's mobile lab test shows the headline after 5.3 seconds, because the page downloads 11.4 MB, 3.3 MB of it images, and has about 3.5 seconds of render-blocking requests and 14 third-party services. A GM tapping a LinkedIn or Facebook ad from the lot on a phone is exactly the lab case.

    Medium impactLow effort First result in 1 week Web developer

    First action

    Export the list of tags in Google Tag Manager with an owner for each.

    How to measure it

    Mobile lab LCP

    Now
    –
    Target
    under 2.5s
    By
    30 days

    Steps

    1. 1

      Audit images

      Resize and convert the largest images.

      Web developer 1 day

    2. 2

      Unblock rendering

      Inline the critical CSS and defer fonts.

      Web developer 2 days

    3. 3

      Review tags

      An owner and a reason for each tag; remove duplicates.

      Marketing lead 1 day

    4. 4

      Defer the rest

      Load chat, video and pixels after the page appears.

      Web developer 1 day

    5. 5

      Retest

      PageSpeed on mobile and desktop.

      Web developer 1 hour

    6. 6

      Watch paid

      Bounce rate on mobile ad traffic.

      Marketing lead monthly

    First result
    1 week
    Cost
    A few developer days
    Owner
    Web developer

    Smallest test

    Compress the three largest images and retest.

    Why it works

    Compress and lazy-load the images below the fold, load fonts and CSS without blocking the headline, and review the tag manager container (515 KB) so that every ad and analytics tag has an owner and a reason to stay. Load chat and video only on interaction.

    Faster first paint on mobile keeps more paid clicks on the page, and it costs a few days of work.

    Risks and how to handle them

    • Removing a tag breaks attribution

      Check each tag with its owner before removing it.

    Evidence

    • PageSpeedGoogle PageSpeed (November 9, 2026): mobile performance 56/100, desktop 89; in the mobile lab test the main content appears after 5.3s; the homepage downloads about 11.4 MB, 3.3 MB of it images, with about 3.5s of render-blocking requests and 14 third-party services (Google Tag Manager alone 515 KB). Real visitors pass Core Web Vitals (field LCP 1.3s).Source
  • 06

    Flai is SOC 2 Type II compliant and its FAQ says consent and opt-out are handled on every channel. But the security page offers the report only by email under NDA, has no request flow, and doesn't explain how consent and opt-out work for AI calls and texts. That is exactly what a large group's IT or compliance reviewer asks, and Flai sells to more than 20% of the top 50 groups.

    Medium impactLow effort First result in 1 month CEO

    First action

    Collect the last ten security questionnaires and list their repeated questions.

    How to measure it

    Median days in security review

    Now
    –
    Target
    -30%
    By
    90 days

    Steps

    1. 1

      Gather questions

      The last ten questionnaires.

      Revenue Operations 2 days

    2. 2

      Write answers

      Consent, opt-out, retention, processors.

      CEO 3 days

    3. 3

      Legal review

      Counsel checks the consent and recording wording.

      CEO 1 week

    4. 4

      Add a request form

      Report requests with an NDA click-through.

      Web developer 2 days

    5. 5

      Make the summary

      A one-page PDF for proposals.

      Marketing lead 1 day

    6. 6

      Train sellers

      Send it before IT asks.

      Senior Sales Executive, Sales CRM 1 day

    First result
    1 month
    Cost
    Staff and legal time
    Owner
    CEO

    Smallest test

    Add a report-request form to /security.

    Why it works

    Extend /security into a trust page: a form to request the SOC 2 report, a plain description of how Flai records consent, honors opt-outs and keeps call recordings, a list of the processors used, and a one-page security summary that AEs can attach to proposals. Have counsel review the consent wording before publishing.

    Group deals stall in security review. Answering the standard questions up front shortens that stage and signals maturity against younger rivals.

    Risks and how to handle them

    • Overstating compliance

      Describe what Flai does, not legal conclusions, and have counsel sign off.

    Evidence

    • Your websiteSecurity page (updated April 22, 2026): "Flai is SOC 2 Type II compliant"; the report is "available under NDA upon request"; encryption in transit and at rest, MFA and tenant isolation; no trust centre and nothing on how call consent or opt-out work.Source
    • Your websiteHomepage FAQ: "The case studies above show the numbers our customers report."; "Most dealerships go live within 7 days, as long as the required integrations are enabled on time."; Flai is used "across diverse markets, including Hawaii, California, Florida, and Puerto Rico"; "Every dealership is assigned a dedicated Customer Success Manager"; "consent and opt-out are handled on every channel".Source
    • Your websiteSeries A post (October 6, 2026): $27M led by Base10 Partners, with Toyota Ventures, First Round Capital, Y Combinator, The Friedkin Group and Findlay Automotive Group; Flai works with "hundreds of dealerships", including "more than 20% of the top 50 dealer groups", has "grown more than 20x" in a year and schedules "more than 50,000 appointments per month"; the money goes to product, integrations and agent workflows.Source

This quarter 11

The core plays for the next three months.

  • 07

    Flai is hiring a Senior Sales Executive to sell an AI-native sales CRM that replaces the dealer's incumbent CRM. The homepage has a Sales AI section about answering calls and reviving leads, but the site never mentions a sales CRM, and the sitemap has no product pages. A dealer who hears about it in a meeting and searches afterwards finds nothing.

    High impactMedium effort First result in 1 quarter Senior Sales Executive

    First action

    Write the ten questions dealers ask in Sales CRM discovery and answer them.

    How to measure it

    Sales CRM pilots

    Now
    –
    Target
    10
    By
    2 quarters

    Steps

    1. 1

      List the questions

      From early Sales CRM conversations.

      Senior Sales Executive, Sales CRM 2 days

    2. 2

      Write the page

      Replace, migrate, pilot, connect.

      Marketing lead 1 week

    3. 3

      Show the product

      Screens of one lead's full history.

      Product lead 3 days

    4. 4

      Add to the homepage

      A third product section.

      Web developer 2 days

    5. 5

      Pilot offer

      A defined 60-day pilot with success criteria.

      Senior Sales Executive, Sales CRM 1 week

    6. 6

      Track

      Page visits to pilots in HubSpot.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Senior Sales Executive, Sales CRM

    Smallest test

    Publish a one-screen page with a pilot sign-up.

    Why it works

    Publish /sales-crm: what it replaces, how leads, calls, texts and appointments live in one record, how Flai's AI works the leads, what migration involves, how a pilot runs, and how it connects to the service side the store may already use. Add a short version as a third homepage section next to Service CRM and Sales AI.

    Replacing a CRM is a high-stakes decision for a dealer. A page that answers migration and pilot questions in advance gives the seller credibility and gives champions something to forward internally.

    Risks and how to handle them

    • Announcing before the product is ready

      Present it as a pilot program with limited places.

    Evidence

    • HiringSenior Sales Executive, Sales CRM (posted October 29, 2026): sells Flai's AI-native sales CRM to "help operators make a confident decision to replace their incumbent CRM"; designs pilots and data migration; targets dealer groups and dealers already using Flai for service; tracks new-logo versus expansion mix in HubSpot.Source
    • Your websiteHomepage (checked November 9, 2026): H1 "The best dealerships run on Flai."; sections "AI-Native Service CRM" and "Sales AI"; 18 dealer groups listed; five customer quotes (South Point Hyundai, Freeman Toyota, Audi Marin, Findlay Chevrolet, Subaru Las Vegas), none linking to a full story and only one with a number ("We were missing 25–35% before"); integrations described only as "your scheduler, DMS, and CRM"; "Listen to Flai" is a text transcript with no audio; no pricing.Source
    • Your websiteSitemap (50 URLs, checked November 9, 2026): the homepage, /book-demo, /security, /privacy, /terms and 45 blog posts. No product, customer story, integration, pricing, comparison or Spanish-language pages. 39 blog posts share the same last-modified date, July 6, 2026.Source
  • 08

    Flai is putting AEs in the field in New Jersey, Pennsylvania, Ohio and Indiana, and Washington and Oregon, and CSMs who must live in Florida, Texas and Chicago. The site has no page for any of them. The FAQ already names Hawaii, California, Florida and Puerto Rico as markets, but only in passing.

    High impactMedium effort First result in 1 quarter Regional Account Executive

    First action

    Ship the New Jersey and Pennsylvania pages with the AEs who start there.

    How to measure it

    Territory-page meetings

    Now
    –
    Target
    20 a quarter per territory
    By
    2 quarters

    Steps

    1. 1

      Pick the template

      Rep, CSM, local proof, brands, offer.

      Marketing lead 2 days

    2. 2

      Gather local proof

      Customers and results by state.

      Customer Success Manager 1 week

    3. 3

      Build two pages

      New Jersey and Pennsylvania first.

      Web developer 1 week

    4. 4

      Add to sequences

      Link in every outbound touch.

      Regional Account Executive ongoing

    5. 5

      Roll out

      Ohio and Indiana, Washington and Oregon, Florida, Texas.

      Marketing lead 1 month

    6. 6

      Measure

      Meetings and pipeline by territory.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Regional Account Executive

    Smallest test

    One New Jersey page used by one AE for a month.

    Why it works

    Build /dealerships/new-jersey and the other territory pages: the local rep and CSM by role, local customers or the nearest comparable store, the brands and DMS common in the area, and a short local event or ride-along offer. AEs use the page as their leave-behind and in outbound sequences.

    Dealers trust peers nearby and reps they can meet. A territory page turns a field visit into a link the GM can share with the dealer principal.

    Risks and how to handle them

    • Thin pages with no local customer

      Use the nearest comparable store and the state's brand mix until a local story exists.

    Builds on

    Evidence

    • HiringField sales: Regional Account Executives for New Jersey and Pennsylvania (posted October 30, 2026, 80% in the field), Indiana & Ohio and Washington & Oregon (September 29); Customer Success Managers who must live in Florida, Texas or Chicago; and an Account Executive, Inside Sales for remote deals.Source
    • Your websiteHomepage FAQ: "The case studies above show the numbers our customers report."; "Most dealerships go live within 7 days, as long as the required integrations are enabled on time."; Flai is used "across diverse markets, including Hawaii, California, Florida, and Puerto Rico"; "Every dealership is assigned a dedicated Customer Success Manager"; "consent and opt-out are handled on every channel".Source
    • Your websiteSitemap (50 URLs, checked November 9, 2026): the homepage, /book-demo, /security, /privacy, /terms and 45 blog posts. No product, customer story, integration, pricing, comparison or Spanish-language pages. 39 blog posts share the same last-modified date, July 6, 2026.Source
  • 09

    Flai's blog explains that its agents speak Spanish and other languages and cites research that only about 8% of dealer websites have Spanish content. The FAQ names Florida and Puerto Rico as markets, and the new support hire in Montevideo can help in Spanish. Yet useflai.com has no Spanish pages, and the Puerto Rico and Florida stores have nothing to forward to Spanish-speaking owners and managers.

    Medium impactMedium effort First result in 1 quarter Marketing lead

    First action

    Count customers whose callers are mostly Spanish-speaking and ask one for a quote.

    How to measure it

    Spanish-path demos

    Now
    –
    Target
    10 a month
    By
    2 quarters

    Steps

    1. 1

      Size the base

      Customers by share of Spanish calls.

      Customer Success Manager 2 days

    2. 2

      Translate

      Homepage, demo page and FAQ.

      Customer Support 1 week

    3. 3

      Add audio

      A Spanish service-booking clip.

      Marketing lead 3 days

    4. 4

      Route

      Spanish requests to Spanish speakers.

      Revenue Operations 1 day

    5. 5

      Add hreflang

      Link English and Spanish versions.

      Web developer 1 day

    6. 6

      Measure

      Demos and closes from the path.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Translation and staff time
    Owner
    Marketing lead

    Smallest test

    A single Spanish landing page with a clip and a demo button.

    Why it works

    Publish a Spanish homepage, a Spanish demo page and a Spanish call clip (from idea 3), plus a page for dealers serving Spanish-speaking customers with the bilingual booking flow. Route Spanish demo requests to Spanish-speaking sellers or support, and track them separately.

    Bilingual service is one of Flai's clearest differences from a human BDC, and showing it in Spanish proves it better than an English claim does.

    Risks and how to handle them

    • Awkward translation

      Have a native speaker on the team review every page.

    Builds on

    Evidence

    • Your websiteBlog post on multilingual service: Flai's agents speak "Spanish, Mandarin, Vietnamese, Arabic, and more", with texts and reminders in the caller's language; it cites research that only about 8% of roughly 28,000 dealer websites had Spanish content. useflai.com itself has no Spanish pages.Source
    • Your websiteHomepage FAQ: "The case studies above show the numbers our customers report."; "Most dealerships go live within 7 days, as long as the required integrations are enabled on time."; Flai is used "across diverse markets, including Hawaii, California, Florida, and Puerto Rico"; "Every dealership is assigned a dedicated Customer Success Manager"; "consent and opt-out are handled on every channel".Source
    • HiringCustomer Support (Montevideo, posted November 8, 2026): first-line help for "the hundreds of U.S. dealerships running on Flai every day"; configures the AI for each customer; fluent Spanish is a plus.Source
  • 10

    Flai's cost-comparison post already has the formula: 24/7 in-house cover costs about $225,000-$272,000 a year, and a worked break-even shows how many appointments cover the monthly cost. It shows an image of an ROI calculator but has no interactive tool, so a dealer can't put in their own numbers.

    High impactMedium effort First result in 1 month Marketing lead

    First action

    Agree the formula and defaults with two CSMs.

    How to measure it

    Calculator-to-demo rate

    Now
    –
    Target
    15%
    By
    90 days

    Steps

    1. 1

      Set the formula

      Calls, missed share, booking rate, RO gross.

      Customer Success Manager 2 days

    2. 2

      Design

      Four inputs, one monthly figure.

      Marketing lead 3 days

    3. 3

      Build

      On the blog post and a standalone page.

      Web developer 1 week

    4. 4

      Pass to the CRM

      Inputs and result on the deal record.

      Revenue Operations 1 day

    5. 5

      Use on calls

      AEs open with the number.

      Account Executive, Inside Sales ongoing

    6. 6

      Calibrate

      Compare estimates with first-30-day results.

      Implementation Manager quarterly

    First result
    1 month
    Cost
    A week of development
    Owner
    Marketing lead

    Smallest test

    A spreadsheet version AEs fill in during calls.

    Why it works

    Build a calculator: monthly calls, the share missed (default 25-35%, from the South Point Hyundai quote), booking rate and average repair-order gross. It returns appointments and gross recovered a month, compared with BDC staffing costs. Email the result and pass it to the demo form so the AE opens with the dealer's own numbers.

    Dealers think in repair orders and headcount, so a personal number makes the demo about their own store.

    Risks and how to handle them

    • Inflated estimates hurt trust

      Use conservative defaults and show the method.

    Builds on

    Evidence

    • Your websiteBlog post "AI BDC vs In-House BDC: Cost & ROI Compared (2026)" links to the homepage #cases section for Freeman Lexus (about 1,100 calls, 376 appointments, "$100,000 profit impact", 88% booking rate on bookable calls), San Leandro CDJR (service appointments "jump from 205 to 448" in the first month; $83,000) and Freeman Toyota (358 appointments; $94,000). It puts 24/7 in-house BDC cover at about $225,000–$272,000 a year and has no interactive calculator.Source
    • Your websiteHomepage (checked November 9, 2026): H1 "The best dealerships run on Flai."; sections "AI-Native Service CRM" and "Sales AI"; 18 dealer groups listed; five customer quotes (South Point Hyundai, Freeman Toyota, Audi Marin, Findlay Chevrolet, Subaru Las Vegas), none linking to a full story and only one with a number ("We were missing 25–35% before"); integrations described only as "your scheduler, DMS, and CRM"; "Listen to Flai" is a text transcript with no audio; no pricing.Source
  • 11

    TechCrunch reported that Flai was already convincing dealers to switch from other providers, in a field it called a swarm of startups. Rivals such as Numa publish rooftop counts, case studies and a 2-3 week go-live. Flai's site has no comparison pages, though its FAQ promises go-live within 7 days and its blog already argues the case against outsourced call centers.

    Medium impactMedium effort First result in 1 quarter Marketing lead

    First action

    Ask AEs which alternatives come up most in lost and won deals.

    How to measure it

    Comparison-page demos

    Now
    –
    Target
    15 a month
    By
    2 quarters

    Steps

    1. 1

      Rank alternatives

      From HubSpot win and loss notes.

      Revenue Operations 2 days

    2. 2

      Check facts

      Rivals' current public claims, with dates.

      Marketing lead 3 days

    3. 3

      Write pages

      Fair tables plus a switching guide.

      Marketing lead 2 weeks

    4. 4

      Legal review

      Claims and trademarks.

      CEO 1 week

    5. 5

      Publish

      Linked from the blog and the FAQ.

      Web developer 1 day

    6. 6

      Refresh

      Every quarter.

      Marketing lead quarterly

    First result
    1 quarter
    Cost
    Staff and legal time
    Owner
    Marketing lead

    Smallest test

    Publish the outsourced-call-center page first; it names no rival.

    Why it works

    Publish fair comparison pages: Flai vs an outsourced call center, Flai vs an in-house BDC, and Flai vs other AI phone agents, written by category and naming rivals only where the facts are checked. Lead with time to live, integrations, service plus sales in one CRM, and a named-store result. Add a switching guide for dealers moving from another provider.

    Comparison searches come from buyers late in the decision, and switching guides lower the cost of leaving an incumbent.

    Risks and how to handle them

    • Outdated competitor claims

      Date each page and cite rivals' own pages.

    Builds on

    Evidence

    • Competitor researchNuma's homepage: "The AI Operating System for Car Dealerships"; "1,500+ rooftops"; nine named customer case studies; program pages for GM, Ford, Stellantis and BMW; most dealerships "go live in 2-3 weeks".Source
    • News coverageTechCrunch (October 3, 2025): Flai was founded at Y Combinator; the team visited about 400 dealership locations and embedded with dealers; Flai is "already convincing some dealers to switch from other providers"; Toma is named as a funded rival among a "swarm" of startups.Source
    • Your websiteSitemap (50 URLs, checked November 9, 2026): the homepage, /book-demo, /security, /privacy, /terms and 45 blog posts. No product, customer story, integration, pricing, comparison or Spanish-language pages. 39 blog posts share the same last-modified date, July 6, 2026.Source
  • 12

    Toyota Ventures invested in Flai, Flai's job posts mention a partnership with the second-largest US automaker, and Freeman Toyota is among the customers and results on Flai's own site. Rivals use brand pages to reach dealers: Numa has program pages for GM, Ford, Stellantis and BMW. Flai has no brand page at all.

    High impactMedium effort First result in 1 quarter CEO

    First action

    Check with the automaker partner what Flai may say publicly.

    How to measure it

    Brand-page demos

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      Confirm wording

      What the partnership allows Flai to say.

      CEO 2 weeks

    2. 2

      Count stores

      Customers by brand.

      Revenue Operations 1 day

    3. 3

      Write the page

      Results, workflows, getting started.

      Marketing lead 1 week

    4. 4

      Add brand proof

      Freeman Toyota and Freeman Lexus stories.

      Customer Success Manager 1 week

    5. 5

      Target outreach

      Brand stores in each territory.

      BDR ongoing

    6. 6

      Next brand

      Repeat for the second-largest brand.

      Marketing lead 1 quarter

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    CEO

    Smallest test

    A Toyota-dealer version of the demo email sequence.

    Why it works

    Where partnership terms allow, publish a page for Toyota and Lexus dealers: the stores already live, results from Freeman Toyota and Freeman Lexus, the service workflows that matter for the brand (recalls, due service), and how to get started. Then repeat for the next brand where Flai has the most stores.

    Dealers look to their own brand's peers first, and the investor and partner ties give the page credibility that rivals' generic brand pages lack.

    Risks and how to handle them

    • Implying official endorsement

      Use only wording the partner approves.

    Builds on

    Evidence

    • Your websiteSeries A post (October 6, 2026): $27M led by Base10 Partners, with Toyota Ventures, First Round Capital, Y Combinator, The Friedkin Group and Findlay Automotive Group; Flai works with "hundreds of dealerships", including "more than 20% of the top 50 dealer groups", has "grown more than 20x" in a year and schedules "more than 50,000 appointments per month"; the money goes to product, integrations and agent workflows.Source
    • HiringBDR (remote US): "Own outbound prospecting" to dealerships and dealer groups and qualify inbound leads; the posts describe about $36B a year of dealership operations spend, "hundreds of dealerships" live and a partnership with "the 2nd-largest U.S. automaker".Source
    • Competitor researchNuma's homepage: "The AI Operating System for Car Dealerships"; "1,500+ rooftops"; nine named customer case studies; program pages for GM, Ford, Stellantis and BMW; most dealerships "go live in 2-3 weeks".Source
  • 13

    Flai is in more than 20% of the top 50 dealer groups, and its new Account Manager's job is to add rooftops inside current groups. The fastest proof for a group's next store is the results of its sister store already on Flai, which CSMs already track (missed-call capture, appointment set rate, show rate).

    High impactMedium effort First result in 1 quarter Account Manager

    First action

    Build the rooftop map for the five largest groups.

    How to measure it

    Expansion rooftops

    Now
    –
    Target
    +40%
    By
    2 quarters

    Steps

    1. 1

      Map rooftops

      Every store in each customer group.

      Account Manager 1 week

    2. 2

      Pull results

      Live stores' 90-day numbers.

      Customer Success Manager 1 week

    3. 3

      Build one-pagers

      Sister store versus target store.

      Account Manager ongoing

    4. 4

      Bring to QBRs

      With the dealer principal.

      Customer Success Manager quarterly

    5. 5

      Fast-track go-live

      Reuse the group's approved integrations.

      Implementation Manager 7 days

    6. 6

      Track

      Expansion revenue in HubSpot.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Account Manager

    Smallest test

    One group QBR with a sister-store one-pager.

    Why it works

    For each group, map every rooftop: live, piloting or not on Flai. For the stores not yet live, prepare a one-page comparison of a live sister store's results against the target store's estimated missed calls. Bring it to the group's QBR with the dealer principal, and offer a 7-day go-live with the integrations already approved for the group.

    Expansion inside a group skips the trust and security stages, and sister-store numbers are the most persuasive proof there is.

    Risks and how to handle them

    • Pressure on a group before the first stores are proven

      Only pitch expansion once a store has 60 days of strong results.

    Evidence

    • Your websiteSeries A post (October 6, 2026): $27M led by Base10 Partners, with Toyota Ventures, First Round Capital, Y Combinator, The Friedkin Group and Findlay Automotive Group; Flai works with "hundreds of dealerships", including "more than 20% of the top 50 dealer groups", has "grown more than 20x" in a year and schedules "more than 50,000 appointments per month"; the money goes to product, integrations and agent workflows.Source
    • HiringAccount Manager (posted October 6, 2026): "Our customers love the product, and that opens up a huge opportunity to grow with them"; adds rooftops inside current dealer groups and introduces new products. A Revenue Operations hire in San Francisco owns the CRM, lead routing and revenue reporting.Source
    • HiringCustomer Success Manager (San Francisco; also Florida, Texas, Chicago): leads go-live "across single rooftops and groups", runs QBRs, renews and expands; measured on "missed-call capture, appointment set rate, response time, show rate, retention"; works with GMs, GSMs, Fixed Ops Directors, Service Managers and BDC Managers.Source
  • 14

    The Sales CRM posting names dealers already using Flai for service as a target and tracks new-logo versus expansion mix. These stores have already approved Flai's security, integrations and voice. Their GMs see service results every week through their CSMs.

    High impactMedium effort First result in 1 quarter Senior Sales Executive

    First action

    Rank service customers by results and relationship strength with their CSMs.

    How to measure it

    Pilot-to-paid conversion

    Now
    –
    Target
    50%
    By
    2 quarters

    Steps

    1. 1

      Rank candidates

      Service results and GM relationship.

      Customer Success Manager 3 days

    2. 2

      Define the pilot

      Scope, migration, scorecard, day-60 decision.

      Senior Sales Executive, Sales CRM 1 week

    3. 3

      Pitch at QBRs

      Alongside service results.

      Customer Success Manager 1 month

    4. 4

      Migrate

      Leads and history from the incumbent CRM.

      Implementation Manager 2 weeks

    5. 5

      Review weekly

      Scorecard with the sales manager.

      Senior Sales Executive, Sales CRM weekly

    6. 6

      Publish results

      First pilot as a customer story.

      Marketing lead 1 month

    First result
    1 quarter
    Cost
    Staff time; migration effort
    Owner
    Senior Sales Executive, Sales CRM

    Smallest test

    One pilot with the strongest service customer.

    Why it works

    Pick the ten service customers with the strongest results and offer a structured 60-day Sales CRM pilot on one sales team. The pilot covers data migration, a defined success scorecard (lead response time, appointments set, show rate) and a decision meeting with the GM at day 60. Publish the first pilot's results as a story.

    Selling a second product to a happy customer is cheaper and faster than replacing a CRM at a new store, and early pilots produce the proof that new-logo deals need.

    Risks and how to handle them

    • A weak pilot hurts the service relationship

      Ring-fence the pilot and agree an exit path up front.

    Builds on

    Evidence

    • HiringSenior Sales Executive, Sales CRM (posted October 29, 2026): sells Flai's AI-native sales CRM to "help operators make a confident decision to replace their incumbent CRM"; designs pilots and data migration; targets dealer groups and dealers already using Flai for service; tracks new-logo versus expansion mix in HubSpot.Source
    • HiringCustomer Success Manager (San Francisco; also Florida, Texas, Chicago): leads go-live "across single rooftops and groups", runs QBRs, renews and expands; measured on "missed-call capture, appointment set rate, response time, show rate, retention"; works with GMs, GSMs, Fixed Ops Directors, Service Managers and BDC Managers.Source
  • 15

    Flai's implementation and CS roles are measured on first-30-day results, missed-call capture, appointment set rate, show rate and retention. The customer stories Flai published express results as appointments and profit impact. A GM who sees that number every month in their inbox renews; a GM who has to ask for it may not.

    High impactLow effort First result in 1 month Customer Success Manager

    First action

    Design the report with two CSMs and two GMs.

    How to measure it

    Logo retention at 12 months

    Now
    –
    Target
    95%+
    By
    4 quarters

    Steps

    1. 1

      Pick metrics

      Six numbers a GM cares about.

      Customer Success Manager 2 days

    2. 2

      Record baselines

      Missed calls and appointments before go-live.

      Implementation Manager ongoing

    3. 3

      Build the report

      Generated from the dashboard.

      Product lead 2 weeks

    4. 4

      Send monthly

      To the GM and dealer principal.

      Customer Success Manager monthly

    5. 5

      Flag dips

      Alert CSMs when results fall.

      Customer Success Manager ongoing

    6. 6

      Feed stories

      Strong results become case studies.

      Marketing lead monthly

    First result
    1 month
    Cost
    Product time
    Owner
    Customer Success Manager

    Smallest test

    Hand-build the report for ten stores this month.

    Why it works

    Automate a one-page monthly report per store: calls answered, of which after hours, appointments booked, show rate, estimated gross recovered and CSI trend, with a comparison to the store's own baseline from before Flai. Send it to the GM and dealer principal, and use it to open every QBR.

    Value that is visible every month protects renewals and creates the numbers for case studies and expansion.

    Risks and how to handle them

    • Disputed gross estimates

      Use each store's own average repair-order gross.

    Evidence

    • HiringImplementation Manager (posted October 22, 2026): connects "Tekion, CDK, Reynolds, Dealertrack, Xtime, Dealer-FX, myKaarma" and phone systems; runs "phased group and OEM rollouts"; measured on time-to-live, early adoption and first-30-day results; "Train for adoption, not attendance".Source
    • HiringCustomer Success Manager (San Francisco; also Florida, Texas, Chicago): leads go-live "across single rooftops and groups", runs QBRs, renews and expands; measured on "missed-call capture, appointment set rate, response time, show rate, retention"; works with GMs, GSMs, Fixed Ops Directors, Service Managers and BDC Managers.Source
    • Your websiteBlog post "AI BDC vs In-House BDC: Cost & ROI Compared (2026)" links to the homepage #cases section for Freeman Lexus (about 1,100 calls, 376 appointments, "$100,000 profit impact", 88% booking rate on bookable calls), San Leandro CDJR (service appointments "jump from 205 to 448" in the first month; $83,000) and Freeman Toyota (358 appointments; $94,000). It puts 24/7 in-house BDC cover at about $225,000–$272,000 a year and has no interactive calculator.Source
  • 16

    Flai's FAQ says most dealerships go live within 7 days, as long as the required integrations are enabled on time. Numa states 2-3 weeks. The condition is the risk: enabling access in the DMS or scheduler depends on the store and its vendor, and the Implementation Manager is measured on time-to-live.

    Medium impactMedium effort First result in 1 month Implementation Manager

    First action

    Measure the actual median days to live over the last 20 launches.

    How to measure it

    Median days to live

    Now
    –
    Target
    7 or fewer
    By
    1 quarter

    Steps

    1. 1

      Measure

      The last 20 launches and where they waited.

      Implementation Manager 2 days

    2. 2

      Write the checklist

      Day-by-day plan by DMS.

      Implementation Manager 3 days

    3. 3

      Send requests on signing

      Vendor access forms prefilled.

      Implementation Manager ongoing

    4. 4

      Share progress

      A link the GM can check.

      Product lead 2 weeks

    5. 5

      Train for adoption

      Advisors and BDC on day 5.

      Customer Success Manager ongoing

    6. 6

      Publish the median

      On the homepage and the comparison pages.

      Marketing lead 1 quarter

    First result
    1 month
    Cost
    Staff and product time
    Owner
    Implementation Manager

    Smallest test

    A shared checklist document for the next five launches.

    Why it works

    Give each new store a shared go-live checklist with a day-by-day plan: integration requests sent on signing day, phone routing, voice and rules set up, advisor and BDC training, first live calls, day-7 review. Show progress to the GM and flag any step that is waiting on the vendor. Publish the median days to live on the site once it is proven.

    A visible plan keeps the store's own tasks on time, and a proven 7-day median is a strong selling point against a 2-3 week rival.

    Risks and how to handle them

    • Vendor delays outside Flai's control

      Track them separately and say so on the checklist.

    Builds on

    Evidence

    • Your websiteHomepage FAQ: "The case studies above show the numbers our customers report."; "Most dealerships go live within 7 days, as long as the required integrations are enabled on time."; Flai is used "across diverse markets, including Hawaii, California, Florida, and Puerto Rico"; "Every dealership is assigned a dedicated Customer Success Manager"; "consent and opt-out are handled on every channel".Source
    • HiringImplementation Manager (posted October 22, 2026): connects "Tekion, CDK, Reynolds, Dealertrack, Xtime, Dealer-FX, myKaarma" and phone systems; runs "phased group and OEM rollouts"; measured on time-to-live, early adoption and first-30-day results; "Train for adoption, not attendance".Source
    • Competitor researchNuma's homepage: "The AI Operating System for Car Dealerships"; "1,500+ rooftops"; nine named customer case studies; program pages for GM, Ford, Stellantis and BMW; most dealerships "go live in 2-3 weeks".Source
  • 19

    Findlay Automotive Group is both a published investor in Flai's Series A and a dealer group on its homepage, alongside 17 other listed groups. Dealer principals trade notes in peer groups and at industry events, and a recommendation from an operator who put money in is worth more than any ad.

    High impactLow effort First result in 1 quarter CEO

    First action

    Ask two investor-customer groups for three introductions each.

    How to measure it

    Pilots from referred groups

    Now
    –
    Target
    6
    By
    2 quarters

    Steps

    1. 1

      Pick advocates

      Groups with the strongest results.

      Account Manager 1 week

    2. 2

      Build the kit

      Results, go-live and security in two pages.

      Marketing lead 1 week

    3. 3

      Set the thank-you

      Credits or early access.

      CEO 2 days

    4. 4

      Ask

      Three introductions per advocate.

      CEO 1 month

    5. 5

      Host peers

      A customer-led session at an industry event.

      CEO 1 quarter

    6. 6

      Track

      Referred pipeline in HubSpot.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Event and credit costs
    Owner
    CEO

    Smallest test

    One introduction request to one investor-customer group.

    Why it works

    Run a structured referral program for dealer principals and group executives: a short peer briefing kit (results, the 7-day go-live, the trust page), a hosted dinner or call at major industry events where a customer group presents its results, and a meaningful thank-you, such as service credits or early access to the sales CRM, for introductions that lead to pilots.

    Group-level decisions follow peer proof, and one introduction can bring several rooftops.

    Risks and how to handle them

    • Advocates feel used

      Keep asks small and share what each introduction led to.

    Builds on

    Evidence

    • Your websiteSeries A post (October 6, 2026): $27M led by Base10 Partners, with Toyota Ventures, First Round Capital, Y Combinator, The Friedkin Group and Findlay Automotive Group; Flai works with "hundreds of dealerships", including "more than 20% of the top 50 dealer groups", has "grown more than 20x" in a year and schedules "more than 50,000 appointments per month"; the money goes to product, integrations and agent workflows.Source
    • Your websiteHomepage (checked November 9, 2026): H1 "The best dealerships run on Flai."; sections "AI-Native Service CRM" and "Sales AI"; 18 dealer groups listed; five customer quotes (South Point Hyundai, Freeman Toyota, Audi Marin, Findlay Chevrolet, Subaru Las Vegas), none linking to a full story and only one with a number ("We were missing 25–35% before"); integrations described only as "your scheduler, DMS, and CRM"; "Listen to Flai" is a text transcript with no audio; no pricing.Source

Big bets 3

Larger plays that can change the trajectory.

  • 20

    Flai books more than 50,000 appointments a month across hundreds of dealerships. Its blog already writes about when dealerships get the most calls, why callers hang up and the cost of hold times, but it cites outside sources. Flai now has its own data on call volume by hour, after-hours share, booking rates and languages.

    High impactHigh effort First result in 2 quarters CEO

    First action

    Agree the metrics and the anonymization rules.

    How to measure it

    Demos from the report

    Now
    –
    Target
    100
    By
    2 quarters after launch

    Steps

    1. 1

      Define metrics

      Eight findings that dealers care about.

      Product lead 2 weeks

    2. 2

      Set privacy rules

      Aggregate only; minimum group sizes.

      CEO 1 week

    3. 3

      Analyze

      Twelve months of call data.

      Product lead 1 month

    4. 4

      Write and design

      Report page and PDF.

      Marketing lead 1 month

    5. 5

      Private benchmarks

      Each store against the report.

      Customer Success Manager 1 month

    6. 6

      Pitch press

      Automotive trade outlets.

      CEO 2 weeks

    7. 7

      Gate a version

      The full data in exchange for contact details.

      Revenue Operations 1 day

    First result
    2 quarters
    Cost
    About two months of staff time
    Owner
    CEO

    Smallest test

    Publish one chart: share of calls after hours, by day of week.

    Why it works

    Publish an annual report, with quarterly updates, using aggregated, anonymized data: call volume by hour and day, the share of calls after hours, booking rate by call type, language mix, and recall and declined-service recovery. Give each store a private benchmark against the report. Pitch the findings to the automotive trade press.

    Original data earns coverage and links, makes Flai the reference in a crowded category, and gives every AE a reason to call.

    Risks and how to handle them

    • Customer data concerns

      Aggregate only, with no store identifiable, and tell customers in advance.

    Evidence

    • Your websiteSeries A post (October 6, 2026): $27M led by Base10 Partners, with Toyota Ventures, First Round Capital, Y Combinator, The Friedkin Group and Findlay Automotive Group; Flai works with "hundreds of dealerships", including "more than 20% of the top 50 dealer groups", has "grown more than 20x" in a year and schedules "more than 50,000 appointments per month"; the money goes to product, integrations and agent workflows.Source
    • Your websiteSitemap (50 URLs, checked November 9, 2026): the homepage, /book-demo, /security, /privacy, /terms and 45 blog posts. No product, customer story, integration, pricing, comparison or Spanish-language pages. 39 blog posts share the same last-modified date, July 6, 2026.Source
  • 21

    Flai's Implementation Manager runs phased group and OEM rollouts, and its posts mention a partnership with the second-largest US automaker. Rivals such as Numa already market OEM program pages. A brand or regional distributor that endorses or co-funds Flai can bring dozens of stores at once.

    High impactHigh effort First result in 3 quarters CEO

    First action

    Write up one completed OEM-backed rollout as an internal playbook.

    How to measure it

    Program-sourced stores

    Now
    –
    Target
    50
    By
    4 quarters

    Steps

    1. 1

      Document the playbook

      From one past rollout.

      Implementation Manager 2 weeks

    2. 2

      Design the offer

      Plan, workflows, reporting, co-funding.

      CEO 1 month

    3. 3

      Regional reporting

      Store-by-store view for the OEM team.

      Product lead 1 quarter

    4. 4

      Pilot a region

      With the existing partner.

      Implementation Manager 1 quarter

    5. 5

      Publish results

      With the partner's approval.

      Marketing lead 1 month

    6. 6

      Pitch other brands

      Regional distributors first.

      CEO 2 quarters

    First result
    3 quarters
    Cost
    Significant implementation capacity
    Owner
    CEO

    Smallest test

    One OEM-backed rollout of five stores in a single region.

    Why it works

    Package an OEM and distributor offer: a standard rollout plan for a region, brand-specific workflows (recalls, warranty, due service), reporting by store for the regional team, and a co-funding model. Pilot it with the existing automaker partner in one region, then publish the results and take the package to other brands.

    One OEM or distributor agreement replaces dozens of separate sales cycles, and brand backing shortens every store's decision.

    Risks and how to handle them

    • Implementation capacity overwhelmed

      Phase stores in waves and hire implementation staff ahead of each wave.

    Builds on

    Evidence

    • HiringImplementation Manager (posted October 22, 2026): connects "Tekion, CDK, Reynolds, Dealertrack, Xtime, Dealer-FX, myKaarma" and phone systems; runs "phased group and OEM rollouts"; measured on time-to-live, early adoption and first-30-day results; "Train for adoption, not attendance".Source
    • HiringBDR (remote US): "Own outbound prospecting" to dealerships and dealer groups and qualify inbound leads; the posts describe about $36B a year of dealership operations spend, "hundreds of dealerships" live and a partnership with "the 2nd-largest U.S. automaker".Source
    • Competitor researchNuma's homepage: "The AI Operating System for Car Dealerships"; "1,500+ rooftops"; nine named customer case studies; program pages for GM, Ford, Stellantis and BMW; most dealerships "go live in 2-3 weeks".Source
  • 22

    The Sales CRM role exists to help dealers replace their incumbent CRM, and TechCrunch reported Flai was already winning switches from other providers. Replacing a CRM is the hardest switch a dealer makes: years of leads and history, and every salesperson's habits.

    High impactHigh effort First result in 2 quarters Senior Sales Executive

    First action

    List the incumbent CRMs in the pipeline and what migrating from each requires.

    How to measure it

    Completed CRM switches

    Now
    –
    Target
    25
    By
    4 quarters

    Steps

    1. 1

      Map incumbents

      Systems and their export formats.

      Implementation Manager 2 weeks

    2. 2

      Build migration tools

      Repeatable imports for the top systems.

      Product lead 1 quarter

    3. 3

      Define the parallel run

      30 days, with a daily data check.

      Implementation Manager 1 week

    4. 4

      Write the scorecard

      Agreed metrics and a decision date.

      Senior Sales Executive, Sales CRM 1 week

    5. 5

      Publish the offer

      A switch page with a readiness checklist.

      Marketing lead 2 weeks

    6. 6

      Run first switches

      From existing service customers.

      Senior Sales Executive, Sales CRM 1 quarter

    7. 7

      Publish results

      The first switch as a story.

      Marketing lead 1 month

    First result
    2 quarters
    Cost
    Engineering and implementation time
    Owner
    Senior Sales Executive, Sales CRM

    Smallest test

    One managed switch with a current service customer.

    Why it works

    Package the switch: Flai migrates the lead and customer history, runs both systems in parallel for 30 days, trains the sales floor, and commits to a pilot scorecard (lead response time, appointments set, show rate). Offer the switch on the site with a clear page and a migration-readiness checklist. Price it so the first months overlap with the incumbent's notice period.

    It takes away the dealer's biggest fears, lost data and a disrupted sales floor, and turns a risky decision into a measured trial.

    Risks and how to handle them

    • A failed migration damages the brand

      Start with stores that already trust Flai for service.

    Builds on

    Evidence

    • HiringSenior Sales Executive, Sales CRM (posted October 29, 2026): sells Flai's AI-native sales CRM to "help operators make a confident decision to replace their incumbent CRM"; designs pilots and data migration; targets dealer groups and dealers already using Flai for service; tracks new-logo versus expansion mix in HubSpot.Source
    • News coverageTechCrunch (October 3, 2025): Flai was founded at Y Combinator; the team visited about 400 dealership locations and embedded with dealers; Flai is "already convincing some dealers to switch from other providers"; Toma is named as a funded rival among a "swarm" of startups.Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 17

    Flai's iOS app gives advisors and BDC agents a unified inbox, one-tap callbacks and repair-order history in each conversation. It has a single rating. Advisors and BDC staff move between stores and groups, and the people who use the app all day are the ones who bring it to their next dealership.

    Medium impactLow effort First result in 1 month Customer Success Manager

    First action

    Add a rating prompt to the next app release.

    How to measure it

    App Store ratings

    Now
    –
    Target
    100
    By
    2 quarters

    Steps

    1. 1

      Add a prompt

      After a successful callback.

      Product lead 1 week

    2. 2

      Ask at go-live

      Advisors rate it in week two.

      Customer Success Manager ongoing

    3. 3

      Collect quotes

      From advisors and BDC agents.

      Customer Success Manager monthly

    4. 4

      Show on the site

      Staff quotes next to manager quotes.

      Marketing lead 1 day

    5. 5

      Staff referral

      A simple intro link for staff who change stores.

      Revenue Operations 1 week

    6. 6

      Track

      Ratings and staff-sourced leads.

      Revenue Operations monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Customer Success Manager

    Smallest test

    Ask the advisors at five stores this month.

    Why it works

    After each go-live and at each QBR, invite the store's daily app users to rate the app, and add an in-app prompt after a successful callback. Collect short quotes from advisors for the site. When an advisor moves to another dealership, give them an easy way to introduce Flai to their new store.

    Visible ratings help when a GM checks the app before buying, and staff who move between stores carry Flai with them.

    Risks and how to handle them

    • Asking for reviews in the wrong way

      Ask everyone neutrally and offer no incentive for ratings.

    Evidence

    • App StoreFlai iOS app (Flai Technologies Inc.): unified inbox for calls, texts, emails and chats, one-tap callbacks, repair-order history in each conversation; 5.0 stars from a single rating; last updated October 27.Source
  • 18

    Of Flai's 45 blog posts, 39 carry the same last-modified date in the sitemap, July 6, 2026, and the cost article names no author. The posts cite customer results but link them to a homepage section that no longer shows them. For a company that sells expertise in dealership phones, the blog looks bulk-produced rather than written by people who visited about 400 dealerships.

    Medium impactLow effort First result in 1 quarter Marketing lead

    First action

    Assign authors to the ten posts with the most traffic.

    How to measure it

    Blog-sourced demos

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Rank posts

      By traffic and demos.

      Marketing lead 1 day

    2. 2

      Assign authors

      Team members with dealership experience.

      Marketing lead 1 week

    3. 3

      Fix dates

      Real published and updated dates in the sitemap.

      Web developer 1 day

    4. 4

      Relink proof

      Point to customer pages, not /#cases.

      Web developer 1 day

    5. 5

      Merge overlaps

      Combine similar posts and redirect.

      Marketing lead 2 weeks

    6. 6

      Review twice a year

      Update statistics and examples.

      Marketing lead 6 months

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Marketing lead

    Smallest test

    Add an author and real dates to the top five posts.

    Why it works

    Give each post a named author from the team (implementation, CS or a founder) with a short bio about dealership experience, real published and updated dates, and links to the new customer, integration and calculator pages. Merge thin overlapping posts (there are several on after-hours answering, overflow and virtual receptionists) into stronger guides.

    Named experts, honest dates and real proof make the posts more credible to buyers and to search and AI answer engines.

    Risks and how to handle them

    • Losing rankings when merging

      Redirect each merged post to its closest guide.

    Builds on

    Evidence

    • Your websiteSitemap (50 URLs, checked November 9, 2026): the homepage, /book-demo, /security, /privacy, /terms and 45 blog posts. No product, customer story, integration, pricing, comparison or Spanish-language pages. 39 blog posts share the same last-modified date, July 6, 2026.Source
    • Your websiteBlog post "AI BDC vs In-House BDC: Cost & ROI Compared (2026)" links to the homepage #cases section for Freeman Lexus (about 1,100 calls, 376 appointments, "$100,000 profit impact", 88% booking rate on bookable calls), San Leandro CDJR (service appointments "jump from 205 to 448" in the first month; $83,000) and Freeman Toyota (358 appointments; $94,000). It puts 24/7 in-house BDC cover at about $225,000–$272,000 a year and has no interactive calculator.Source
    • News coverageTechCrunch (October 3, 2025): Flai was founded at Y Combinator; the team visited about 400 dealership locations and embedded with dealers; Flai is "already convincing some dealers to switch from other providers"; Toma is named as a funded rival among a "swarm" of startups.Source
  • 23

    Field AEs cover New Jersey, Pennsylvania, Ohio and Indiana, and Washington and Oregon, with an inside sales AE for remote deals. Every customer quote highlights calls that were being missed, including after hours. For a single store far from any territory, a full service-and-sales rollout is a big first step to take over video.

    Medium impactMedium effort First result in 1 quarter Account Executive

    First action

    Define the starter scope and the conversion path with the inside sales AE.

    How to measure it

    Starter-to-full conversion

    Now
    –
    Target
    40%
    By
    2 quarters

    Steps

    1. 1

      Define scope

      After-hours and overflow service calls only.

      Account Executive, Inside Sales 1 week

    2. 2

      Price it

      A 30-day starter fee credited on upgrade.

      CEO 1 week

    3. 3

      Light setup

      Scheduler integration and phone routing only.

      Implementation Manager ongoing

    4. 4

      Day-30 report

      Calls, bookings, estimated gross.

      Customer Success Manager ongoing

    5. 5

      Upgrade call

      Review results and propose the full rollout.

      Account Executive, Inside Sales ongoing

    6. 6

      Measure

      Conversion and payback.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Implementation time per starter
    Owner
    Account Executive, Inside Sales

    Smallest test

    Offer the starter to ten remote single-store prospects.

    Why it works

    Offer inside sales a narrow starter: Flai answers only after-hours and overflow service calls for 30 days and books into the scheduler. The store gets a day-30 report of calls answered and appointments booked, then a conversation about expanding to the full product. Keep setup light so the 7-day go-live holds.

    A narrow, low-risk scope matches how remote buyers decide, and the store's own day-30 numbers do the selling.

    Risks and how to handle them

    • Starters that never upgrade

      Time-limit the starter and price it to cover its cost.

    Builds on

    Evidence

    • HiringField sales: Regional Account Executives for New Jersey and Pennsylvania (posted October 30, 2026, 80% in the field), Indiana & Ohio and Washington & Oregon (September 29); Customer Success Managers who must live in Florida, Texas or Chicago; and an Account Executive, Inside Sales for remote deals.Source
    • Your websiteHomepage FAQ: "The case studies above show the numbers our customers report."; "Most dealerships go live within 7 days, as long as the required integrations are enabled on time."; Flai is used "across diverse markets, including Hawaii, California, Florida, and Puerto Rico"; "Every dealership is assigned a dedicated Customer Success Manager"; "consent and opt-out are handled on every channel".Source
    • Your websiteHomepage (checked November 9, 2026): H1 "The best dealerships run on Flai."; sections "AI-Native Service CRM" and "Sales AI"; 18 dealer groups listed; five customer quotes (South Point Hyundai, Freeman Toyota, Audi Marin, Findlay Chevrolet, Subaru Las Vegas), none linking to a full story and only one with a number ("We were missing 25–35% before"); integrations described only as "your scheduler, DMS, and CRM"; "Listen to Flai" is a text transcript with no audio; no pricing.Source

03

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on November 9, 2026, and cites them throughout. Flai did not commission, review or endorse it, and Programmable is not affiliated with Flai. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Flai runs its business.

Something wrong, or do you represent Flai? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Restore the case-study numbers, name the integrations, put real call audio on the homepage, tighten the demo page, lighten the mobile homepage, and publish a trust page.

  2. Days 31 to 6014 ideas

    Sales CRM page, territory and Spanish pages, ROI calculator, comparisons and the Toyota page; rooftop expansion, service-to-CRM pilots, the 30-day results report and the go-live tracker; app reviews, blog refresh, investor-customer referrals and an after-hours pilot.

  3. Days 61 to 903 ideas

    Commit to the big bets: the annual dealership phone report, an OEM-backed rollout program and a CRM switch program.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value every call answered, including after hours and at busy times. The most cited problem: missed calls and long hold times.

  • Responsive support that makes a store feel like the only client
  • The cost of staffing a 24/7 BDC
  • In their words: “every call gets answered”

Market

Competitive landscape

4 competitors compared: Numa, Toma, Outsourced call centers and in-house BDCs and Incumbent dealership CRMs.

  • Gap to exploit: Public, store-level proof of AI call results
  • Numa: States 2-3 weeks to go live, against Flai's 7 days
  • Toma: Same category promise, so proof decides

Hiring signals

Flai is turning a fast-growing product into a field sales machine.

  • Regional Account Executive, New Jersey: Field sales in new territories, 80% in the field. Ideas 4, 8.
  • Regional Account Executive, Pennsylvania: A second new field territory. Idea 8.
  • Senior Sales Executive, Sales CRM: A sales CRM that replaces the incumbent one. Ideas 7, 14, 22.

From the team that wrote this playbook

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