Test Drive Follow-Up & Financing Options Sequence
A done-for-you automotive automation built for the Sales Consultant, connecting Twilio, Calendly, and Mailchimp so the work below happens on its own.
What this automation does, step by step
Once a scheduled test drive is marked complete, the customer automatically receives a follow-up sequence over the next few days with details on the specific vehicle they drove, comparable inventory, and available financing options tailored to what a sales consultant learned during the drive.
Customers who engage with the follow-up but haven't returned to the lot within a week are automatically flagged for a personal check-in call, keeping momentum going during the exact window when a test drive's initial excitement is most likely to translate into an actual purchase decision rather than fading into "we'll think about it."
- Calendly (test drive scheduling)
- Zapier or Make.com
- Mailchimp or ActiveCampaign
- Twilio (immediate lead text)
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
Done by hand, this depends entirely on a sales consultant remembering to check in, update records, and follow up, with no safety net if something slips. It's the kind of work that quietly eats hours every week.
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
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