- 01
Request a copy of the data-export clause from the MSA before signing. Confirm format (Postgres / SQL / CSV with foreign keys), timeline (hours, not weeks), and cost (free, or itemized).
- 02
Ask for the published incident-disclosure SLA. “Within a reasonable time” is not an SLA. 72 hours or better is the modern standard.
- 03
Inventory every vendor invoice currently paid: CRM, DMS, call tracking, SMS, BDC, reputation, inventory, F&I, desking, recon. Total it. That is your true cost of incumbency.
- 04
Demand a written list of every surcharge — SMS overage, voice minutes, integration fees, after-hours support, training, OEM reporting. “Included” should appear or it should not.
- 05
Confirm the auto-renewal language. Annual auto-renew with a 30-day-out window is a vendor-friendly default that costs dealer groups millions per year nationally.
- 06
Ask for three reference customers in your rooftop count and your region. Speak to all three without a vendor representative present.
- 07
Verify the founder or leadership team has dealership operating experience. Twenty years in software is not the same as twenty years on a floor.
- 08
Review the security posture publicly: status page, SOC 2 report, encryption at rest, MFA enforcement, breach disclosure history. “We take security seriously” is not a posture.
- 09
Test the AI claims with one phone call. Ask the AI receptionist a hard question. Listen to the answer. The demo is the floor, not the ceiling.
- 10
Confirm the DMS integration story before signing. “We integrate with every major DMS” is rarely true. Ask for the specific provider, the data fields, the cadence, the cost.
- 11
Run a 90-day pilot before a full deployment. Any vendor that refuses a pilot is a vendor that is not confident in the product.
- 12
Read the offboarding section before reading the onboarding section. If the exit is hard, the relationship is hostage, not partnership.