LotLogix Diamond mark

New Sales Rep Onboarding

One form stands up your whole sales station — your CRM workspace, your landing page, your virtual card, your inventory lane, and your Marketplace engine. Answer it once, answer it straight, and the team builds from your answers. Nothing here is shared outside the LotLogix team.

1 · Who you are

Exactly as it should appear on your page, your card, and your CRM. Spelling counts — this is what customers will see.

2 · Your store

Your workspace and page are branded to your store, and your rooftop decides your inventory lane — so this has to come from you, not a guess.

3 · Your brand

Plenty of reps run on the store's brand. If you've built your own name too, we build both — your artwork is used exactly as you supply it, never redrawn.

4 · Socials & Marketplace

The listing engine runs on your own Facebook presence — vehicle listings live on your Marketplace profile, and your Page is the public face your listings point back to. Paste what you have; leave the rest blank.

5 · Your photo

Your headshot goes on your page, your card, and every Visit Report you send home with a customer. A clean phone photo against a plain wall is fine.

6 · Inventory & your lane

Every rep's page searches the full inventory, but featured cars are divided into lanes so reps never post the same cars against each other. Your lane starts here.

7 · Your tools

Your folder, your files, and your own AI assistant live in accounts you own. These are the logins we build around — we will never ask for a password.

8 · What you want switched on

Tick what you want in your first build. Everything here runs drafts-for-your-approval until you say otherwise — nothing sends without your yes.

9 · The ground rules

Four boxes. They're how every rep in this system works — they're what keeps your listings live, your leads yours, and your customers trusting the follow-up.

Your answers go to the LotLogix team only, and they build your folder, workspace, page, and card.
Appointments booked through your system carry exactly two reminders — 3 hours before and 5 minutes before.

This form isn't connected to the CRM yet — the team has one wiring decision to finish, so your answers have not been sent anywhere and nothing was saved on a server. Use the button below to download your answers as a file and send that file to the team; they'll load it straight into your folder.
You're in. Your answers landed with the LotLogix team. Watch your email for two invites — your own workspace and the LotLogix master — and your 15-minute check call comes next.
That didn't go through. Your answers are still on this screen — don't close the tab. Try once more, and if it fails again, tell the team what you see here.