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Internal Use Only • 2025

Year-End
Executive Report

2025 Strategy & 2026 Roadmap

Recruitment Engine

Systemized Growth

AI Assist

24/7 Engagement

Scheduling

Frictionless Booking

Airtable + Email

Auto-Nurture

Executive Leadership

December 2025

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Build a business that matters.

In 2025, the Dealership Program advanced into a functional recruitment engine. The year’s work focused on building the infrastructure needed to attract, educate, qualify, and convert prospective dealers before committing significant ad spend.

Operating Philosophy: Build first, spend later.

Briefcase Icon
~$200
Minimal Risk
Live
Systems Built
Ready
Ads to Close
Scale
Execution Mode
  • Multiple live web entry points built for general and segmented recruitment.
  • Friction-reducing tools deployed (chat, voice support, scheduling, packet access).
  • Automation engine established (Airtable intake → email follow-up).
  • Core enablement documentation completed (handbook, training agenda).

Strategic Intent

The goal was to prevent wasted ad budget. We ensured that every paid click would land on a credible, confidence-building experience with clear education and instant answers before scaling paid spend.

01

The Opportunity Story

Defined the narrative to attract helper personalities and filter out poor fits.

02

Web Destinations

Built hubs for general education, ad conversion, and a segment portal (Firefighters).

03

Prospect Collateral

Created downloadable packets designed for household decision-making.

04

Lead System

Implemented Airtable tracking and automated email nurture sequences.

05

Onboarding Framework

Formalized the Dealer Handbook and Training Agenda for consistent rollout.

The most successful dealers are mission-minded. They are outgoing helpers who enjoy assisting others and can build local trust through consistent, visible service.

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Veterans

Service-first leaders

Disciplined, mission-driven, and trusted locally. Strong fit for a service-based business that rewards consistency and community presence.

Healthcare Workers

Care into action

Nurses and therapy professionals who already understand aging challenges and want to provide physical solutions that match care plans.

Family Caregivers

Lived the need

People who have supported aging parents and understand the gap between “finding help” and finding trusted help.

Tradespeople

Value-driven work

Contractors and builders seeking a specialized niche where quality, trust, and outcomes matter more than being the lowest bidder.

Community Leaders

Referral network builders

Well-connected locals who can build partnerships with senior centers, local organizations, and trusted community hubs.

Dealer Seal
Page Name Primary Function URL
Dealership Hub Education & tools aitcoh.com/dealerships
Ads Landing Paid traffic conversion aitcoh.com/dealership-opportunity
What You Receive Value & inclusions dealerships.aitcoh.com
Brokers Partner recruiting brokers.aitcoh.com
Firefighters Segment recruiting firefighters.aitcoh.com
  • AI Chat & Voice Support
  • Embedded Scheduling
  • Packet Download
  • Airtable Integration
Chat and voice support reduce time-to-answer during high intent moments.
Scheduling and downloads keep prospects moving without waiting for manual follow-up.
01 Traffic Sources Ads, social
02 Landing Page Education
03 Capture + Nurture Forms, email
04 Conversion Call → Deal

The system is designed to carry prospects from curiosity to clarity, then from clarity to commitment, without relying on heavy paid spend to “force” results.

The 2025 deliverable set represents a complete transformation from concept to capability. We moved beyond theoretical planning to build tangible, market-ready assets that allow us to recruit, train, and launch dealers immediately. Every item listed below is live, tested, and deployed.

  • General Dealership Website
  • Custom Ad Landing Page
  • What You Receive Value Page
  • Firefighter Landing Page
  • Airtable Lead Tracking
  • Automated Nurture Emails
  • Multi-touch Follow-up Logic
  • Direct Outreach Workflows
  • Dealer Overview Document (Master)
  • Dealer Overview Packet (PDF)
  • Firefighter Dealership Kit
  • Dealer Handbook
  • Certification Training Agenda
  • Welcome Package Definition
Dealership Environment

Strengths Entering 2026

Asset Coverage Entry points and core collateral are live and consistent.
Follow-up Airtable automation and nurture sequences are active.
Segmentation Firefighter path provides a repeatable template for new audiences.
Messaging Anchored in freedom, financial gain, service, and mission.

Primary Gaps & Risks

Measurement UTM and analytics standards need to be unified for attribution.
Qualification Consultation script and next-step rules should be formalized.
Value Clarity Improve scannability and clarity of the “What You Receive” page.
Contractors The biggest practical risk is identifying reliable subcontractors.
Too expensive
Tighten value framing, show financing paths, and use ROI examples.
Not skilled
Emphasize training, support, and a “first jobs” path via simpler work.
No contractors
Provide vetting kit, interview guides, and sample agreements.

Build an authority-driven inbound engine that consistently creates qualified conversations. The 2026 plan assumes the system is ready; execution now becomes the differentiator.

Ads → Landing Pages Forms → Airtable Email nurture Calls → Close
  • Aging-in-place education and market need
  • Business opportunity insights and dealer economics
  • Dealer stories, first-job wins, and proof points
  • Industry data and trend-driven credibility posts
  • Veteran/retiree transition stories and purpose

Start with controlled tests and scale only what produces qualified calls.

Phase 1Small daily tests on 2–3 audiences
Phase 2Add retargeting for high-intent visitors
Phase 3Scale winners, cut losers, document learnings
Monthly Webinar

Live “Introduction to the Opportunity” sessions serve as a mid-funnel qualifier for warm leads who want real-time answers before applying.

Creative testing focuses on two primary channels: high-engagement video to disrupt feed scrolling and high-frequency display ads to maintain awareness during the consideration phase.

Life of a Dealer

Brand Narrative

The "Real" Pitch

Comedy / Interrupt

Display Ad 1

Ad 01

Display Ad 2

Ad 02

Display Ad 3

Ad 03

Display Ad 4

Ad 04

Turn the 2025 build into repeatable weekly execution: consistent content, measurable traffic, qualified calls, and documented learnings.

Days 1–30: Foundation

Tracking

Implement UTM naming, analytics events, and clear page-level conversion goals.

Pipeline

Define Airtable stages, ownership rules, and follow-up timing to prevent lead decay.

Sales

Create a dealer consultation playbook: objections, scripts, and next-step checklist.

UX Improvements

Improve “What You Receive” clarity and scannability; tighten CTAs and proof sections.

Days 31–60: Cadence

Content

Launch a consistent calendar across Facebook, LinkedIn, and short-form video.

Paid Ads

Run small budget tests across 2–3 audiences; standardize creative testing.

Webinar

Introduce a monthly webinar to convert warm leads who need live Q&A.

Readiness Tools

Publish a dealer readiness checklist and contractor vetting starter kit.

Optimize what is working, expand segmentation, and build proof assets to support higher close rates and faster decision-making.

Days 61–90: Scale
  • Refine landing pages using data and feedback loops.
  • Expand beyond firefighters (veterans, healthcare, caregivers).
  • Publish case studies and pilot narratives for proof.
  • Build an executive dashboard for budget allocation decisions.
Contractor Readiness Kit

Standardize contractor sourcing, screening, and expectations so new dealers can launch without guessing. This directly addresses the #1 adoption concern.

Vetting checklist Agreement templates Interview guide
Q1
Measurement, cadence, first predictable lead flow.
Q2
Expand segments, steady webinar rhythm, proof collection.
Q3
Selective scaling, conversion optimization, training refinement.
Q4
Operational hardening, expansion planning for 2027.
Monthly Metrics That Matter

A simple, consistent KPI pack makes scaling decisions safer and faster. Track fewer metrics, but track them reliably.

Top of Funnel
  • Traffic by source (organic, paid, referral)
  • Landing page conversion rate
  • Cost per qualified lead
Bottom of Funnel
  • Booked call rate and show rate
  • Qualification rate (% serious)
  • Close rate and cycle time

Based on dealer needs, training should prioritize the operating problems that decide early success:

Hiring Job efficiency Profitability Lead generation Project management
  • UTM naming standard and tracking discipline
  • Analytics event tracking for forms, downloads, and calls
  • Airtable pipeline stages with clear ownership rules
  • Weekly review cadence for pipeline and ad testing
  • Consultation notes that capture objections and next steps

"Building the future of aging in place, one dealer at a time."

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