BuzCore is a distributor operating system built for HVAC, plumbing, and electrical distributors. It gives outside sales reps and sales leaders a structured system to score, classify, and develop dealers and contractor customers.

There are two paths: Path 01 (Dealer Acquisition) for prospecting and scoring new accounts, and Path 02 (Existing Dealer Assessment) for scoring and developing your current book of business.

Start at the System Hub. From there, choose your path. If you are prospecting a new account, go to Path 01 (Dealer Acquisition). If you are assessing your current customer base, go to Path 02 (Existing Dealer Assessment).

If you are a sales leader looking at your team's pipeline, go directly to the Acquisition Dashboard (Path 01) or the Assessment Dashboard (Path 02).

Yes. BuzCore saves your data to your browser's local storage. This means your scores, tier assignments, and notes persist as long as you use the same browser on the same device.

Important: If you clear your browser cache, switch browsers, or use a different device, your data will not carry over. In the current beta, there is no cloud sync. Do not clear browser data while actively using BuzCore for a scoring session.

The Qualitative Scorecard (Stage 1) scores a prospect on observable behavioral attributes: owner involvement, shop professionalism, brand mix, financing use, and similar factors. You score this from observation and early conversations before you have financial data.

The Quantitative Scorecard (Stage 3) scores on hard financial metrics: equipment volume, parts ratio, systems per week, gross margin, and year-over-year growth. You score this after a sales call where you have gathered actual business data.

Both scores combine to produce the Prospect Recommendation and tier assignment.

Growth: High score, replacement-focused business, strong metrics. Justifies full outside rep investment, program enrollment, and active co-op deployment.

Developing: Mid-range score with potential. Assign a 90-day coaching roadmap. One metric, one Business Development Framework module, one cycle at a time.

Counter: Low score, repair-heavy behavior, or volume below the outside rep investment threshold. Counter service only. No outside development visits. Rescore in 90 days.

Hold (Acquisition only): Incomplete data. Do not advance until Stage 2 data is collected.

The Activation Roadmap is the 90-day coaching plan assigned to Growth and Developing dealers after the Prospect Recommendation assigns a tier. It has four phases covering baseline confirmation, first coaching module delivery, behavior change measurement, and the 90-day rescore decision.

Counter and Hold dealers do not receive a roadmap. Two consecutive 90-day cycles with no metric movement is the reclassification limit for Developing dealers.

CSV only in the current beta. If your data is in Excel, export it to CSV before importing. The column headers must match the BuzCore template exactly. Download the blank template or the 5-dealer sample from the Data Import page to see the required format.

Required fields: Dealer Name, Account Number, Equipment Purchases for three years, Parts and Supplies for Year 3, Average Unit Price, and Dealer Tenure. All other fields are optional but improve scoring precision.

The model calculates seven metrics from your imported data: systems per week (primary, 25% weight), financing percentage (20%), equipment volume (20%), premium mix (15%), year-over-year growth (12%), parts-to-equipment ratio (5%), and gross margin (3%).

Dealers scoring 70 or above are Growth. Scores 48 to 69 are Developing. Below 48 is Counter.

Flags are generated separately: tenure mismatch (long-tenured account with low score), declining trend, repair heavy (parts ratio above 1.0), and new high potential (short tenure with Growth score).

The Dealer Scorecard (Step C) is the full portfolio table. It shows all imported dealers ranked by score, with tier, metrics, and flags at a glance. Use it to see your entire book and identify priorities.

The Dealer Assessment Detail (Step D) drills into one specific dealer. It shows the metric-by-metric breakdown, a 3-year trend chart, flag cards with specific action guidance, and the tier rationale. Use it to prepare for a specific visit or review.

Now What translates the dealer's tier assignment into specific rep action. It has four columns for each tier state: what this dealer looks like, what the data is telling you, what to do, and what not to do. It also includes a decision fork showing what happens next based on the specific situation (no roadmap, first cycle, two flat cycles, etc.).

Use Now What after reviewing the Dealer Assessment Detail and before heading into the field.

After a dealer has been scored and assigned to Growth or Developing tier, identify their lowest-scoring metric. Match that metric to the corresponding module in the Business Development Framework. Deliver that module on your next visit.

One module per 90-day cycle. Do not deliver multiple modules in the same session. The six modules are: Flat Rate Pricing, Financing Adoption, Maintenance Agreements, PandL Basics, Lead Generation, and Hiring and Capacity.

Every coaching cycle is 90 days. One metric, one module, one measurement period. At the end of 90 days, rescore the target metric. If it moved, assign the next module. If it did not move, that is one cycle.

Two consecutive 90-day cycles with no measurable movement on the target metric is the reclassification limit. After two flat cycles, the Counter conversation is required regardless of relationship quality.

BuzCore passes data between pages using browser local storage. If scores are not carrying over, the most common causes are:

1. You navigated away before the page saved. Always complete the scoring and use the proceed button rather than the browser back button.

2. You are on a different browser or device. Local storage is browser and device specific.

3. Browser privacy settings are blocking local storage. Try a standard browser window (not incognito or private mode).

In the current beta, each user works from their own browser session. Data is stored locally per browser and is not shared across users or devices. This means each rep using BuzCore is working from their own independent session with their own scoring data.

Multi-user data sharing and a centralized rep management layer are planned for a future version.

Pages with a Print button (Business Development Framework, Field Guide, Coaching Playbook) have built-in print styles that suppress the Kajabi site chrome and optimize the layout for paper. Use the Print button on the page rather than your browser print function for the best result.

For pages without a dedicated print button, you can use your browser's print function (Ctrl+P or Cmd+P) but the output may include Kajabi site navigation elements.