Auto dealerships
- Lead response and follow-up
- BDC routing and accountability
- Sales-to-finance handoffs
01Where it starts
Small leaks point to big ones.
From a recent engagement
At one company, the first thing I noticed was 100 users in their SharePoint and only 50 employees.
That told me exactly where the owner was bleeding money. And if it's all the way down to SharePoint, it's everywhere else.
It was.
The pattern I see most
Owners get excited about software, but never use all the tools inside it. So they buy another platform to make up for what the first one isn't doing. Then they have three or four systems tracking different data.
That can work, but only if it all feeds one place. Or you get the most out of what you're already paying for.
02Why me
I don't just fix processes. I understand the business of sales.
Most operations consultants have never carried a number. I've sold cars, worked the finance office, sold insurance on my own leads, and run operations for a growing agency. I know what the floor feels like and what the owner needs to see.
SalesDealership BDC and sales floor, insurance agent
FinanceFinance manager, commissions, chargebacks
OperationsRecruiting, onboarding, contracting, reporting
AIDashboards, assistants and automations that save real hours
Example build
One dashboard for the whole company. For one agency I built a command center that pulled recruiting, sales agents, production, contracting and onboarding into a single view. The owner could see the whole business at a glance instead of chasing four systems and three managers.
03Who it's for
Owners who want help and will act on it.
If your team hands work between sales, service and back office, the same problems show up. I've seen them on a dealership floor and inside a growing agency.
Insurance agencies & call centers
- Onboarding and readiness tracking
- Lead routing and service handoffs
- Reporting the owner can trust
Small businesses
- Roles and who-owns-what
- Missed calls and lead capture
- Getting more from the tools you have
04How we work
I tell you what's wrong. I help you fix it. You run it.
Operations & AI Audit
A focused look at one workflow: where it breaks, why, and what to fix first. You keep the findings whether or not you hire me again.
Build the fix
I build the new process with your team inside the tools you already have, then train your people on it.
Ongoing advisory
Regular check-ins, scorecard reviews and coaching for your leaders while the new process takes hold. You stay in charge.
My job
Find the bottlenecks, design the fix, build it with your team, and train them to run it.
Your job
Make the decisions, give your team the time, and make sure the new process actually happens. I'll set you up to do that.
05Proof
Results from the floor.
65 of 85remote contract agents went on to sell after onboarding was rebuiltInsurance agency · 2024 to 2026
~3% → ~25%internet-lead close rate, approximately, on a dealership BDC teamAuto retail · 2017 to 2023
5,400+enrollments supported in one annual enrollment periodInsurance agency
1 → 50+producers; I helped build the operation behind the growthInsurance agency
From a handful dialing to 65 selling
- What I did
- Defined what "ready" really meant and gave every onboarding handoff a named owner and proof it was done.
A wave of release requests
- What I did
- Rebuilt one verified tracker with an owner on every open item. Most agents who asked to leave chose to stay.
Ask the people who use it
- What I did
- Surveyed 17 daily CRM users before anyone touched the system. The problems were diagnosed and resolved without a reset.
Employers and clients aren't named. Figures come from my own records and recollection of roles I held, and past results don't guarantee future ones.
06About
Jennifer Zhelev
I started on the floor, not in an office. At a Mercedes-Benz dealership I worked through six roles in six years, from BDC agent to finance manager. Then I sold insurance on my own leads, and went from agent to Director of Operations at an agency that grew from one producer to more than 50.
I'm big picture. I'm good at seeing where a process is broken and finding the bottleneck. I can manage people, but my real value is building the system so your managers can.
Find the bottleneck. Build the fix. Hand it back so you can run it.
I come in, find where the work is breaking down, and put the processes in place that didn't exist before. Every one gets a clear owner on your team. Then I step back, because a business that only runs with me in it isn't fixed.
07Start here
Book a 30-minute call.
Tell me what's stalling. If I can help, I'll tell you how. If I can't, I'll tell you that too.