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Automotive: Lead follow-up and sales process

A 50-item list for dealership and service leads covering CRM fields, first-response time, qualification, follow-up cadence, test drives, no-shows, and after-sale hand-off.

50 items6 groups18 minOctober 15, 2026

  • checklist
  • lead follow-up
  • crm
  • dealership
  • repair shop

Preview

3 items open, 50 items in total. Members see the rest.

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Review this list with your sales and service advisors once a month, and run through it with each new advisor in their first week. Whether a lead comes from an ad, a listing site, the phone, or the showroom, it should land in the same record and the same follow-up routine.

Capturing the lead and the CRM record

9 items
  • Every lead is logged in the CRM at first contact with its channel and campaign name; leads with an unknown source are counted weekly.
  • The record has separate fields for name, phone, the car or service asked about, trade-in, financing interest, and buying timeframe.
  • Listing-site, web form, Instagram DM, WhatsApp, and phone leads land in the same list, and anything entered by hand is processed the same day.

6 items more in this group for members.

47 items more for members

This item has 50 items in total. With a membership you see all of it and copy any line in one click.

  1. First response8 items
  2. Discovery and qualification8 items
  3. Follow-up cadence9 items
  4. Test drives, appointments, and no-shows8 items
  5. Quote, closing, and after the sale8 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Automotive page

  • Copy template12 min

    15 copy and message templates for automotive

    Inventory car post

    {VEHICLE} | {MILEAGE} km | {FUEL_TRANSMISSION} Good fit for: {GOOD_FIT_FOR} Inspection summary: {INSPECTION_SUMMARY} Highlights: {FEATURES} We'll send the full report on WhatsApp. For a test drive, we're at the showroom {DAYS}, {HOURS}. {DEALERSHIP} · {ADDRESS}

    15 templates · 5 groupsMembers only

  • Message template25 min

    WhatsApp and DM replies

    First reply to a listing inquiry

    Hi {NAME}, this is {REP} from {DEALERSHIP}. Thanks for writing about the {VEHICLE}. Here's the car's inspection report and its latest photos: {REPORT_LINK} Two quick questions so I can give you better information: will you mostly drive in the city or on the highway? And do you have a car you're thinking of trading in?

    20 templates · 5 groupsMembers only

  • Checklist10 min

    A 35-point automotive marketing checklist

    • Google Business Profile category, hours, services, and location are correct.
    • Business name, address, and phone are written the same everywhere.

    35 items · 5 groupsMembers only

  • Hook bank10 min

    Reels and short-video openers

    A 1.85 m passenger just sat in the back. Where did their knees end up?

    50 hooks · 5 groupsMembers only