Request the 2026 Automotive Digital Marketing Worksheet Pack for dealership vendor scoring, RFP preparation, budget planning, first-90-day rollout planning, monthly reporting and AI governance review.
The public 2026 Automotive Digital Marketing Buyer’s Guide explains how to evaluate the dealer marketing stack. This worksheet pack turns that guide into a working decision file for vendor calls, renewals, website platform migrations, AI/CDP reviews, paid media resets and dealer group planning.
Qualified access: submit the form below with your business email, company type, rooftops, budget range, vendor stack, timeline and main bottleneck. Qualified submissions receive access to the worksheet pack.
What is included in the worksheet pack?
The 2026 Automotive Digital Marketing Worksheet Pack includes six dealership planning tools: a vendor selection scorecard, RFP checklist, budget planner, first-90-day rollout planner, monthly executive reporting template and AI governance checklist. Dealers can use the pack to compare marketing vendors, prepare vendor questions, plan spend, manage onboarding and review reporting quality.
What you receive
- A vendor scoring table with weighted criteria for dealer specialization, ownership, integrations, reporting, compliance and exit terms.
- An RFP question bank for website, SEO, PPC, AI, CRM, CDP, reputation and attribution vendors.
- A budget planner tied to traffic, lead quality, appointments, sold units, service revenue and reporting needs.
- A first-90-day rollout checklist for access, tracking, feeds, CRM mapping, campaign rebuilds and reporting setup.
- A monthly executive reporting template for leadership reviews and vendor accountability.
- An AI governance checklist for chat, human handoff, CRM writeback, data use, auditability and exit rights.
Who this worksheet pack is for
| Audience | How the worksheet pack helps |
|---|---|
| Dealer principals and GMs | Compare vendors using ownership, reporting, implementation and contract criteria instead of sales claims. |
| Dealer group marketing leaders | Standardize vendor reviews across rooftops, markets, departments and channel owners. |
| OEM program teams | Evaluate dealer enablement, co-op execution, compliance workflow and local marketing quality. |
| Automotive SaaS and agencies | Understand how dealerships evaluate websites, SEO, PPC, AI, CDP, CRM, reputation and attribution providers. |
| Strategic buyers and investors | Evaluate how structured dealership marketing resources support vendor research, lead generation and category authority. |
What each worksheet helps decide
| Worksheet | Decision it supports | Best time to use it |
|---|---|---|
| Vendor selection scorecard | Which provider has the strongest fit for dealership specialization, data ownership, integrations, reporting, compliance and exit terms. | Before shortlisting vendors or renewing a contract. |
| RFP checklist | Which questions belong in a dealership marketing RFP for websites, SEO, paid media, AI, CRM, CDP, reputation and attribution. | Before sending vendor questions or scheduling demos. |
| Budget planner | How to connect spend to traffic, lead quality, appointment rate, sold units, service revenue and reporting needs. | Before annual planning, quarterly budget resets or multi-rooftop allocation decisions. |
| First-90-day rollout planner | What should happen during access setup, tracking cleanup, feed audits, campaign rebuilds, CRM mapping and reporting setup. | Immediately after selecting a new agency, platform or marketing vendor. |
| Monthly executive reporting template | Which metrics leadership should see each month, including qualified opportunities, appointments, show rate, sold units and service contribution. | Before accepting a vendor’s dashboard as the executive report. |
| AI governance checklist | How to review AI chat, lifecycle marketing, data use, human handoff, CRM writeback, compliance and exit rights. | Before deploying AI chat, AI email, lead scoring, CDP personalization or agentic workflows. |
When to use it
- Vendor renewal: compare current provider performance against ownership, reporting, communication and exit standards.
- Website migration: protect SEO, inventory feeds, forms, call tracking, analytics, CRM handoff and VDP performance.
- Agency review: separate strategic operator quality from generic campaign management.
- AI or CDP evaluation: document data use, consent, transcript audit, CRM writeback, human escalation and export rights.
- Paid media reset: connect spend to qualified opportunities, appointments, sold units and source-to-sale reporting.
- Dealer group planning: standardize decisions across rooftops, departments, markets and vendor stacks.
What happens after submission
The ADM team reviews worksheet pack requests for business relevance. Qualified requests should include a corporate email, role, company type, rooftop count or business category, monthly marketing budget range, current vendor stack, buying timeline and the main marketing bottleneck. That information helps separate active vendor reviews from casual downloads and makes the lead data useful for follow-up, sponsorship, vendor and partnership conversations.