18 June 2025 · 9 min read · SpectraIQ Editorial
Lead infrastructure
Do you have a single source of truth for leads? Is consent state reliable? Are channels unified or fragmented?
Service infrastructure
Is the workshop loading visible to the booking flow? Are capped-price programs documented? Are recalls tracked centrally?
Compliance posture
Is there a current Privacy Impact Assessment? Are subprocessors documented? Is the spam policy in writing?
Team readiness
Does the BDC manager have decision rights? Does the GM understand what AI does and does not do? Is there a designated internal owner?
Verdict
If you cannot answer most of these, the right next step is a discovery workshop, not a vendor demo.