At Germain Ford of Beavercreek, the F&I office hit a ceiling—stuck at around 60 F&I deals per month — not because sales were slow, but because the process couldn't move faster. Four or five browser tabs open at once, paper deal jackets circulating between departments, an average of one hour per customer just to get through signing—the process was the bottleneck.

That changed. And the path they took—the specific decisions about training, deal flow, and cross-department communication—is now documented in Tekion's newest resource for dealers.

From One Dealership's Playbook to Yours

The Sales Concierge Product Champions Playbook is now available in the Tekion Knowledge Base. It draws directly from Germain Ford of Beavercreek's experience implementing Tekion’s Sales Concierge and custom deal status flags within Automotive Retail Cloud (ARC) — and it's built around the operational choices that actually moved the needle.

We developed this playbook by listening to the dealers and teams doing the work. The team at Germain Ford of Beavercreek didn't just adopt a new tool—they rebuilt their F&I workflow from the ground up, and they did it in a way that's repeatable.

The playbook captures that process, that can be used as a proven reference for teams ready to get more out of Sales Concierge.

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What the Playbook Covers

The sequence of decisions the team made, in what order, and why—that's what makes this playbook an invaluable resource. Their approach required visible leadership commitment before anything else, dedicated training time that looked nothing like a typical rollout, and a set of custom deal status configurations that replaced physical handoffs between sales and F&I entirely. Their team has eliminated F&I printers completely, and their office runs off just three browser tabs.

A Series Built Around Real Dealer Experience

The Sales Concierge playbook is part of Tekion's Product Champions Playbook series—finding the dealers using a capability well, documenting how they made it successful, and making that available to the broader Tekion dealer community.

More playbooks are in development. Each one is built from dealer conversations and internal expertise with real-world use cases from dealerships actively using the platform.  

How to Access the Playbook

The Sales Concierge Product Champions Playbook is available now in the Tekion Knowledge Base. To find it:

• Log into the ARC Platform

• Select the Get Help dropdown and choose Knowledge Base

• Search for "Product Champions Playbook" and select Product Champions Playbook: Sales Concierge

Log in now to read the full playbook and start applying what Germain Ford learned.

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