🚀 Getting Started With READY2RIDE

Date of Onboarding

MonthDayYear
Date
Services Start From
If the services are not all starting on the same date, please specify the respective start dates for each product.
Dealership Name
Primary Website URL to Work On
Please provide the exact website where our services like SEO, Ads, and Campaigns should be performed.
Harley-DavidsonPowersportsMarineRV
Name

First NameLast Name
Email
Phone Number
Format: (000) 000-0000.

DEALERSHIP BRANDING INFORMATION
LOGOS & COLORS:
Please upload your dealership’s logo here

Please upload your font too, if you are using Custom Fonts
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Primary:
(Example: White, Hex Code #FFFFF)
Secondary:
(Example: White, Hex Code #FFFFF)
FONT TYPE:
Primary Typeface/Font:
(Example: Arial, Helvetica, Times New Roman, etc.)
Secondary Typeface/Font: (if applicable)
(Example: Arial, Helvetica, Times New Roman, etc.)
Font Usage Guidelines:
Please upload your font, if you are using Custom Fonts
OPTIONAL DETAILS:
OEMInventory GraphicsBoth
Do’s and Don’ts for Imagery:
(Examples: Do use professional photos; Don’t use low-quality or pixelated images)

SELECT SERVICES TO ONBOARD
SEO PremiumSEO Premium PlusGoogle Business ProfileGoogle AdsRemarketingFacebook AdsGeo-Fencing AdsYouTube AdsAI Lead GenTurbo Max CRMTurbo LeadsMarketing Portal - BasicMarketing Portal - AdvanceOTT
GRACE PERIOD / SETUP DAYS
Search Engine Optimization: 12 days from Date Credit Card is Linked

Google Ads: 8 days from Date Credit Card is Linked

Meta Ads: 8 days from Date Credit Card is Linked

Geofencing Ads: 6 days from Date Credit Card is Linked

YouTube: 8 days from Date Credit Card is Linked

Marketing Portal: 12 days from Date Credit Card is Linked

CRM: 8 days from Date Credit Card is Linked

Turbo Leads: 8 days from Date Credit Card is Linked
AD PREVIEW SECTION
Google AdsMeta (Facebook/Instagram) AdsGeo-Fencing Ads
Google Ads Previews

Performance Max Ad

Responsive Search Ad

Display Ad

Video Ad

H-D Campaigns

New Inventory Preview
Pre-Owned Inventory Preview
Service & Parts Preview
Social - Organic Preview
Winterization Preview

Powersports Campaigns

New Inventory Preview
Pre-Owned Inventory Preview
Service & Parts Preview
Winterization Preview
Meta (Facebook/Instagram) Ads Previews

Carousel Ad

Single Image Ad

Video Ad

H-D Campaigns

New Inventory Preview
Pre-Owned Inventory Preview
Service & Parts Preview
Social - Organic Preview
Winterization Preview

Powersports Campaigns

New Inventory Preview
Pre-Owned Inventory Preview
Service & Parts Preview
Winterization Preview
Geo-Fencing Ads Previews

Previews
GENERAL INFORMATION
Who is responsible for managing your website? DX1, Dealer Spike, Room58, Other? Who is your account representative?*
Provider Name:
Account Rep Name:
Phone Number:
Do you have an internal IT person?
Name:
Email Address:
Phone Number:
WEBSITE FULL ACCESS (INCLUDING META DATA & BLOG)
We will contact your website provider for access to your website and blog module. Please approve when they reach out or grant access to *marketing@ready2ridemobile.com*
CONSENT REQUIREMENTS
Do you have a Blog page?
Are you willing to add a blog page with your website provider, for us to blog post? This will increase your SEO
Blog Publishing Consent: Do we have your permission to publish blogs on your behalf? We provide content for your approval before posting it to the blog.
Google Business Profile (GBP) Content Consent: Do we have your consent to post relevant photos, updates, and product listings on your Google Business Profile page? This is crucial to your LOCAL SEO optimization.
SEO PLANNING
Website Keywords List: We have the research around your brands to provide the BEST keyword search results for SEO and SEM digital advertising. Do you have any specific request for us to focus on? IE Side by Sides, Sport Bikes, ATV's, PWC's ect.

Website Keyword Library: https://docs.google.com/spreadsheets/d/1Pf9QRt7ctbUaIpDTa55WVWJvY9fHZCKDSj3hnlx8Feo/edit?gid=0#gid=0

Google Business Profile Keywords List: https://docs.google.com/spreadsheets/d/1Pf9QRt7ctbUaIpDTa55WVWJvY9fHZCKDSj3hnlx8Feo/edit?gid=1179305221#gid=1179305221
Which platforms do you want to use to run remarketing ads for your audience?
OBJECTIVE
What is the primary objective of your Google Ads campaign? (e.g., New Inventory Sales, Pre-Owned Inventory, Service, or Trade-In)
Tell us what you’re looking to promote :
Brand Focus - Are there any specific brands, models, or inventory types you’d like us to prioritize? (Honda, Can-Am, Polaris, Sea-Doo, Ski-Doo, H-D)
Example: H-D Trikes, Can-Am ATV's, Crestliner Boats
TARGET RADIUS
What geographic radius should we target? (Default: 50 miles). Please select one option.
Add ZIP Codes Here:
OFFERS/PROMOTIONS
Do you have any active offers, promotions, or seasonal deals you’d like to highlight? Examples: - $500 off on select models - Free Service Coupons - 0% APR financing for 6 months - Trade-in bonuses (e.g., up to $1,000 extra for trade-ins) - Free helmet with purchase of a new motorcycle - Complimentary winterization with service"
Are there any upcoming events or promotions you'd like us to create ads for?
Do you wish to add competitor brand keywords to our brand campaigns?
Add Competitor Names
CO-OP CAMPAIGNS (If Applicable)
Which specific makes, models, or promotions should we highlight in this campaign?
What budget amount would you like to allocate for this campaign? (Would this come from your current budget or a separate one?)
What is the preferred start and end date for running this campaign?
Are there any particular audiences, regions, or zip codes you’d like us to target?
CUSTOM AUDIENCE
Can we use your DMS email list
Can you please share customer list with name & email id
Use My Customer List Data (Optional)

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AD MESSAGING PREFERENCES
Do you have any specific messaging or tone you want reflected in the ads?
Add here
To create creatives: New Inventory: Can we pick images from OEM resources or the Dealer's website? - Pre-Owned Inventory: We will default to using Dealer website images only.
YesNo
Please specify the regional language(s):
YesNo
Helper Text / Description:

Toggle ON: Calls from ads will use a Google forwarding number. You will still receive all calls, and this allows us to track call performance and reporting within Google Ads.

Toggle OFF: Calls will show your dealership’s direct phone number. You will still receive all calls, but call reporting data will not be available in Google Ads.

Note (Optional Line):
This setting does not affect call delivery—only call tracking and reporting.
OBJECTIVE
What is the main goal of your Meta Ads campaign? (e.g., New Inventory Sales, Pre-Owned Inventory, Service, or Trade-In)
Please add which campaign, adhoc request you need
Brand Focus - Are there any specific brands, models, or inventory types you’d like us to prioritize? (Honda, Can-Am, Polaris, Sea-Doo, Ski-Doo, H-D)
Example: H-D Trikes, Can-Am ATV's, Crestliner Boats
TARGET RADIUS
What geographic-radius should we target? (Default: 50 miles). Please select one option.
Add ZIP Codes Here For FB Targeting:
OFFERS/PROMOTIONS
Do you have any active offers, promotions, or seasonal deals you’d like to highlight? Examples: - $500 off on select models - Free Service Coupons - 0% APR financing for 6 months - Trade-in bonuses (e.g., up to $1,000 extra for trade-ins) - Free helmet with purchase of a new motorcycle - Complimentary winterization with service"
Are there any upcoming events or promotions you'd like us to create ads for?
CO-OP CAMPAIGNS (If Applicable)
Which specific makes, models, or promotions should we highlight in this campaign?
What budget amount would you like to allocate for this campaign? (Would this come from your current budget or a separate one?)
What is the preferred start and end date for running this campaign?
Are there any particular audiences, regions, or zip codes you’d like us to target?
AUDIENCE
Can we use your DMS email list
Can you please share customer list with name & email id
Use My Customer List Data

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To create creatives: New Inventory: Can we pick images from OEM resources or the Dealer's website? Pre-Owned Inventory: We will default to using Dealer website images only.
Meta Commerce Manager
Have you previously run automated feed-based (catalog) ads on Facebook?
Do you have a Facebook Catalog set up for your inventory?
Are there any specific vehicle categories/models you want to prioritize?
Can we request the inventory feed from your website provider?
What is the primary objective of your Geo Fencing Ads campaign? (e.g., New Inventory Sales, Pre-Owned Inventory, Service, or Trade-In)
Tell us what you’re looking to promote:
Identify the top 3,5 competitors that you wish to engage/target.
Let us know USPs for each objective as getting customers away from competitors needs strong objective/USP's.
Tagline Preference Let us know if you would like to mention any tagline of your preference.
Do you have any offers you'd like to promote? Geofencing is particularly effective in attracting customers from competitors when there are discounts or promotions available.
To create creatives: New Inventory: Can we pick images from OEM resources or the Dealer's website? Pre-Owned Inventory: We will default to using Dealer website images only.
WEBSITE MANAGEMENT
Who manages the website?
Please provide the name and email address of the IT Support contact for web/domain verification.
This verification is necessary to ensure the successful launch and delivery of the email campaign
What ZIP codes or radius (in miles) should we target for your marketing campaigns?
This helps us reach the right audience within your DMA's
Help:
1.Map Radius Calculator
2. Find ZIP Codes Inside a Radius
SUBSCRIBER LIST
Do you have an existing email/text subscribers list that you can share with us for ad hoc campaigns?
EMAIL SETTINGS
Specify the From/Reply email address you prefer for email marketing.
This helps ensure consistency and builds trust with recipients
PHONE NUMBER ACTIVATION
Would you prefer to use the phone number listed on your website for the SMS campaign, or would you like to activate a local phone number with your area code? Please note that using your dealership's current phone number would require porting from your current SMS provider to Simpletext, which may take 5-7 working days. We would also need a copy of your telephone bill to proceed.
Please mention the from & reply email address.
example@example.com
MONTHLY COMMUNICATION EXPECTATION
Your monthly reports will be detailed and cover all aspects of your campaign performance.
DMS Integration
Who is your DMS provider? (Please mention the name of your DMS provider, such as Lightspeed).
Do you have a CMFID code? (If yes, please provide the code).
Who is the contact person for DMS integration? (Please provide the name and contact details of the person responsible for the DMS integration).
WEBSITE MANAGEMENT
Who manages the website?
Please provide the name and email address of the IT Support contact for web/domain verification.
This verification is necessary to ensure the successful launch and delivery of the email campaign
What ZIP codes or radius (in miles) should we target for your marketing campaigns?
This helps us reach the right audience within your DMA's
Help:
1.Map Radius Calculator
2. Find ZIP Codes Inside a Radius
SUBSCRIBER LIST
Do you have an existing email/text subscribers list that you can share with us for ad hoc campaigns?
EMAIL SETTINGS
Specify the From/Reply email address you prefer for email marketing.
This helps ensure consistency and builds trust with recipients
PHONE NUMBER ACTIVATION
Would you prefer to use the phone number listed on your website for the SMS campaign, or would you like to activate a local phone number with your area code? Please note that using your dealership's current phone number would require porting from your current SMS provider to Simpletext, which may take 5-7 working days. We would also need a copy of your telephone bill to proceed.
Please mention the from & reply email address.
example@example.com
MONTHLY COMMUNICATION EXPECTATION
Your monthly reports will be detailed and cover all aspects of your campaign performance.
COMMUNICATIONS
Do you have a main email for the business?
What is the primary phone number for the business?
Format: (000) 000-0000.
Do you currently use a texting sync integration with your MAIN Phone Number?
Main Phone Number Texting Vendor:
SALES TEAM DETAILS
Please complete this contact sheet / Department engaging with the CRM

https://clictechnologies-my.sharepoint.com/:x:/p/michael_korson/EWNvJbY7TZBCmlOL1-eA-OQBWiF3ibkT7PO700w7OxkqYQ?e=o0ADNT
DMS PROVIDER
What DMS to you use for the Inventory Feed needed? IE. Lightspeed, ZII, Talon, DX1 other?
What is your Dealer# Or CMFID#
INVENTORY FEED
Do you want all inventory to be combined OR separated by location?
Do you have one inventory Feed or Multiple? One CMFID# or Multiple? Multiple numbers may have an additional fee from your DMS provider
IF multiple feeds and Dealer Numbers, Please list all the numbers here and location of each number
LEAD SOURCES
Could you please list all of the inbound lead sources? (All channel Integrated with website + Website leads )
Example 3rd Party: Cycle Trader. EXAMPLE OEM: Polaris, Honda, Harley, KTM, Kawi, Yamaha, Suzuki, Yamaha Watercraft, Indian, Triumph, BMW, Ducati, and more
LIST all OEM brands that provide you leads AND outside 3rd party sources. We will provide an ADF, email forwarding, txt to give to all your lead sources for you to forward to your lead sources so all LEADS POPULATE the CRM:
INTEGRATION PLATFORMS
Do you have other webwidgets providing LEADS other than a texting widget? IE. Finance Pre Qual.
List Provider:
Who should receive these leads?
INVITE USERS
Please SHARE these MOBILE App Downloads

Ready2Ride-Turbo Leads - Apps on Google Play
Ready2Ride-Turbo Leads on the App Store
GATEWAY API
We will connect your payments to your current gateway
Who is the merchant service gateway provider?
Who would we contact to get the API Connection? (We are currently connected with Auth.net & Stripe)
CRM TRAINING MODULE
We have an online CRM training course

https://www.r2rsupport.com/wp-content/r2r/Training_App/

Web Meeting CRM Training
We will schedule CRM training when technical setup is completed.
Additional Remarks
Please let us know which departments you'd like to set up for each location. This will help ensure that the structure is tailored to your specific operational needs across all locations.
Please provide a list of the individuals in charge of each of the departments mentioned above (e.g., Sales, Service, etc.). This will help ensure proper coordination and communication within each location.
Person 1
example@example.com
Person 2
example@example.com
Person 3
example@example.com
Person 4
example@example.com
Person 5
example@example.com
Applicable only if the client is not enrolled in R2R CRM but is using Turbo Leads: Would you like us to push the leads to your existing CRM if you’re already using one? If yes, please add marketing@ready2ridemobile.com as an admin so we can explore possible integration to forward the leads from Turbo Leads to your CRM.
Please provide the phone number you'd like to use for texting services. Also share the invoice for the each number with us by sending it to **support@ready2ridemobile.com** so we can ensure it's properly set up for your communication needs. As part of the process, we will port your current number to SimpleText, ensuring that all SMS communications are seamlessly managed through our Mobile App and Marketing Portal. Rest assured, this transition will not disrupt your telephone service. However, if you are currently using any other SMS provider, those services will be deactivated once the porting process is completed. Let us know if you need further clarification or assistance during this process.
TARGET WEBSITE PAGE
BUILD A AVATAR
CAMPAIGN OBJECTIVES
What is the primary objective of your YouTube Ads campaign?
Tell us what you’re looking to promote:
TARGETING PREFERENCES
What geographic radius should we target? (Default: 50 miles) Please select one option.
Add ZIP Codes Here:
Do you want to target competitors’ YouTube audiences?
Add competitor's names here:
BUDGET ALLOCATION
What is your estimated monthly budget for YouTube Ads? Please select one option.
Please specify the budget:
CONTENT & CREATIVE ASSETS
What type of video content do you want to focus on?
Tell us what you’re looking to promote:
Do you have existing video content for advertising?
Add video link's here:
Upload videos here

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PROMOTIONS & OFFERS
Do you have any current offers or promotions to highlight in the ads?
Please add details here
YOUTUBE CHANNEL & ACCESS
Do you have an existing YouTube channel for the dealership?
Please provide us the channel link
GOOGLE BUSINESS PROFILE QUESTIONS
Your Active Google Business Profile Link:
Business Hours - By default, we’ll use the hours listed on your website
Please add if different from website
Business Category:
Additional Categories (Select All That Apply):
Brand Focus for GBP: Which top 5 brands would you like us to emphasize in your Google Business Profile optimization?
Model Priorities: Please list the top 10 selling models you’d like highlighted in GBP optimization.
List any ZIP codes or cities you want us to specifically target:
By default, we’ll include nearby service areas. Mention any specific ones you’d like us to focus on.
Business Tagline / Motto:
e.g., “Making Memories Since 1938”
Top 3 USPs to Promote:
e.g., “0% Financing”, “Fast Service”, “No Hidden Fees” - These help us optimize your GBP description the right way.
What type of content would you like us to post regularly?
Would you like us to list inventory on GBP? - We default to YES for all active plans unless specified otherwise.
Would you like us to respond to reviews?
Please check this link below to access the OTT Onboarding form.

The products and services we offer come with 3 free live training sessions valid for 30 days, and we encourage you to utilize them without fail.
Please verify that you are human*
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DEALERSHIP BRANDING INFORMATION

LOGOS & COLORS:

FONT TYPE:

OPTIONAL DETAILS:

SELECT SERVICES TO ONBOARD

GRACE PERIOD / SETUP DAYS

AD PREVIEW SECTION

Meta Commerce Manager

GOOGLE BUSINESS PROFILE QUESTIONS