Getting Started — Consultants

Create the dealership record

Click + New engagement. A panel opens asking you to find or create the dealership.

Search for the dealership by name. If it already exists in your workspace (a colleague created it earlier), select it. If it does not exist, click + Create “[name]” to open the creation form.

The creation form asks for:

• Trading name (required) — the name that will appear on the report
• Country and city — used to set the default currency
• Brand(s) — comma-separated, e.g. “Nissan, Infiniti”
• Dealership type — New + Service, Service-only, Multi-brand independent, or Body & paint specialist
• Dealer Principal name and email (optional) — appears on the signed report

Fill in what you know. You can update the record later.

Choose the audit form

After selecting or creating the dealership, you choose the audit form:

• Short — rapid health-check covering the priority stages. Use this for an initial assessment or a follow-up visit.
• Long — full lifecycle audit covering all stages. Use this for a complete engagement.

Select Long for your first engagement so you see the full Canvas.

Click Start →.

Complete the Engagement Profile

The Canvas opens at the Engagement Profile — the first and most important stage. Describe the dealership and the presenting problem in your own words:

“12 bays, 22 technicians, Nissan brand, GCC market. Monthly RO volume roughly 800. Monthly service revenue around AED 380,000. Presenting problem: service retention has dropped since the bay expansion last year.”

Write the way you would in a briefing note. Lens builds the rest of the audit plan around your description.

Below the problem statement, you will see Key Indicators — a collapsible section showing the facts Lens has extracted from your description and any figures you want to add manually. Review them, correct any estimates, and toggle “verified” on figures you know to be accurate from hard data.

Work through the stages

The left-hand panel — the Section Rail — shows you all the audit stages, grouped by phase. Each stage has a number that updates live as you include or remove stages.

Navigate to a stage and:

1. Upload documents — drop in DMS exports, call logs, MPI reports, or any relevant file. Lens extracts the content.
2. Add notes — type your own observations, interview notes, or anything relevant.
3. Review the summary — once you have provided input, Lens produces a synthesised summary of the stage.
4. Answer follow-up questions — if a stage has unresolved high-impact areas, Lens may ask one targeted follow-up question to sharpen the finding.

When a stage has been reviewed, a checkmark appears next to its number in the Section Rail.

Review the Synthesis

When you have worked through the main stages, navigate to Synthesis, Roll-Up & Action Plan — the final stage in the Rail.

This shows:

• The roll-up metrics: service absorption, fixed coverage, dealer score, and maturity index
• The Total Opportunity — the de-duplicated sum of all dealer-addressable findings in the dealership’s currency
• All findings, sorted by impact, ready to expand

Each finding shows the impact amount, severity, addressability, and a recommended action plan.

Add feedback and refine

If anything needs adjusting — a finding that needs softer language, a recommendation that needs a different owner, a number that needs a note — select the text in question and click 💬 Add feedback. Write your note. It appears in the Feedback Rail on the right.

To apply it, click Resolve → on the feedback note. The document updates.

Sign off and download

When you are satisfied, click View report in the bottom toolbar. Review the report in both the Principal and Working views.

When it is ready:

• Click Sign off →
• Confirm your name (it will appear on the report)
• Click Sign off

The DRAFT watermark disappears. Your name and the date appear at the foot of the report. Click ⬇ PDF to download the final document.