SAMPLE 180 DAY eLEAD FOLLOW-UP PROCESS

If you don't like your curent process feel free to try this one. This all-purpose 180 Day example assumes that the dealership has 10 templates to use in addition to the Auto-Response template and Day 1 First Quality Response templates (if any).

Day 1 – Autoresponse Short and to the point: “I got your inquiry, I’m on the case, I’ll be back soon with your info.” That’s it.
Day 1 – FQR (First Quality Response) template-based. Personalize it!  (Can be based upon a templates appropriate to the four types of leads: New Car General Inquiry, New Car VIN-Specific, Used Car Inquiry or Credit App First inquiry).
Day 1 – Call attempt (if phone # provided) acknowledging receipt & reply; if no answer leave a brief V/M
Day 1 – Text message (if cell # provided) acknowledging receipt & reply – 140 characters max.

Day 2 – 2nd Quality Response Email – template # 2.
Day 2 – Call attempt (if phone # provided) “Did you get yesterday’s reply?” if no answer leave a V/M
Day 2 – Text message (if cell # provided) “Did you get yesterday’s reply?” – 140 characters

Day 3 – 3rd Quality Response Email – template # 3.
Day 3 – Call attempt or text msg (if phone # provided). If no answer leave a v/m

Day 4 – 4th Quality Response Email – template # 4.

Day 5 – Call attempt (if phone # provided). If no answer leave a v/m.

IF PROSPECT REMAINS UNRESPONSIVE AT THIS POINT OK TO GO INTO ROBO FOLLOW-UP MODE (below).   IF CRM CAN BE SCHEDULED TO SEND THESE EMAILS AUTOMATICALLY THEN LET IT DO SO. IF NOT, SCHEDULE BULK MANUAL TASKS TO SEND THESE SPECIFIC EMAILS ON THESE SPECIFIC DAYS.

Day 6 - Email – template # 5
Day 8 - Email – template # 6
Day 10 – Email – template # 7
Day 12 – Email – template # 8
Day 15 – Email – template # 9
Day 18 – Email – template # 10
Day 21 – begin to repeat email templates, starting with #3
Day 25 – Email – template # 4
Day 30 – Email – template # 5
Day 40 – Email – template # 6
Day 50 – Email – template # 7
Day 60 – Email – template # 8
Day 70 – Email – template # 9
Day 80 – Email – template # 10
Day 90 – Email – template # 3
Day 100 – Email – template # 4
Day 110 – Email – template # 5
Day 120 ­– Email – template # 6
Day 130 – Email – template # 7
Day 140 – Email – template # 8
Day 150 – Email – template # 9
Day 160 – Email – template # 10
Day 170 – Email – template # 3
Day 180 – Email – template # 4

BULK EMAILS - 5th day of each month send targeted email – and/or - 20th day of each month send targeted email