Lead Follow-Up & Test Drive Scheduling System
A done-for-you automotive automation built for the Dealership Sales Manager, connecting Twilio, Calendly, and Slack so the work below happens on its own.
What this automation does, step by step
Every new internet lead (from the website, third-party listing sites, or ad campaigns) is immediately acknowledged with a personalized text and email, entered into the CRM with a lead score, and assigned to the first available salesperson.
If the salesperson hasn't made contact within two hours, the manager receives an escalation alert.
Leads who engage are guided straight to a self-scheduling link for a test drive appointment, cutting the average time from inquiry to appointment and dramatically increasing the percentage of leads that ever reach the lot.
- CRM (e.g., VinSolutions or DealerSocket)
- Zapier or Make.com
- Twilio (immediate lead text)
- Calendly (test drive scheduling)
- Slack (escalation alerts)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Manually, a dealership sales manager is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
Often built alongside this one
Fleet Renewal & Expansion Campaign System
Twelve months before the end of a fleet account's vehicle replacement cycle, the system automatically triggers an outreach sequence from the fleet…
Trade-In Value Follow-Up Campaign
Using current market data (auction results, regional listing prices, and the dealership's own acquisition needs), this automation runs a monthly…
Missed Call Instant Text-Back System
Any inbound call to sales or service that goes unanswered automatically triggers a text to the caller within seconds, apologizing for missing them…
Trade-In Value Estimate Follow-Up
A website visitor who requests a trade-in value automatically receives their estimate within minutes, pulled from live market valuation data, along…
Saved Search New Inventory Match Alert
Leads who saved a specific vehicle search are automatically emailed and texted the moment a matching unit arrives on the lot, often before it's even…
Finance Application Abandonment Recovery
A customer who starts but doesn't finish an online credit application automatically triggers a follow-up within the hour offering help completing…