Inbound Lead Workflow: 30‑Minute Playbook for Used Dealers
Molly
AI Research Editor
lead">Responding to marketplace and web leads fast is table stakes; what most dealers miss is a repeatable 30‑minute play that triages, qualifies and books test drives. This post gives a step‑by‑step workflow, exact scripts, CRM task rules and measurable targets you can implement this week.
Why a 30‑minute play matters
Leads from FBMP, AutoTrader, Kijiji and your website vary in intent but they all decay quickly. A structured first 30 minutes does three things: (1) captures intent before a prospect shops elsewhere, (2) filters out low-probability leads so salespeople focus on likely buyers, and (3) creates predictable tasks for follow-up and measurement.
Roles and staffing
Before you adopt the workflow, assign clear ownership.
- Lead Owner (primary): a salesperson on shift who owns all inbound leads during their window (usually daytime hours). They must attempt live contact within the first 10 minutes and update CRM status.
- Overflow (secondary): a manager or floating closer who covers after-hours, weekend spikes, or when the primary is with customers.
- Recon/Stock admin: keeps vehicle availability and key facts current in the DMS or stock list so the Lead Owner never guesses.
The 30‑minute workflow (step‑by‑step)
Use this exact timeline when a marketplace or web lead arrives. Put canned texts and voicemail scripts into your CRM so they send or appear with one click.
Minute 0 — Auto‑reply (immediate)
Send an automated SMS or chat reply within 30 seconds. Purpose: confirm receipt and set expectations.
SMS template: "Hi {FirstName}, thanks for your interest in the {Year} {Make} {Model}. I’m Alex at {Dealer}. I’ll call in a few minutes to confirm availability and answer quick questions. If you prefer text, reply here."
Minutes 1–10 — Live call attempts (primary focus)
Make up to two live call attempts in this window. If voicemail, leave a short message that prompts action and follows the qualifying script below.
Voicemail script: "Hi {FirstName}, this is Alex at {Dealer} about the {Make} {Model}. I’m calling to confirm it’s available and see if a quick test drive this afternoon works. My number is {phone}. I’ll send a text with times."
Minutes 10–30 — SMS follow and qualify
If no live contact, send a second SMS with three qualifying questions. Keep it short — goal is to get a reply, not the full history.
SMS template (second): "Quick question—are you looking to buy this week, next month, or just browsing? Do you have a trade? Cash or finance? Reply with: Week/Trade/Finance."
If contact is established — the 90‑second qualify & close
- Confirm availability and current mileage/condition items you know. If any red flags, pause and move the lead to 'Inspect/Reliability check'.
- Ask three qualifiers: timeline (buy this week?), trade (yes/no), financing (preapproved/need finance/cash).
- Book an appointment on the spot. Offer two concrete options: "I have 2:30 today or 11:00 tomorrow — which works?"
- If they hesitate, offer a 10‑minute video walkaround or hold the car for a short window (e.g., 2 hours) to create urgency without pressure.
CRM statuses and tasks
Make statuses explicit so anyone picking up a lead knows the next action.
- New: just arrived; auto‑reply sent.
- Contacted: live contact made; qualifier recorded.
- Appointment Booked: date/time confirmed; reminder scheduled.
- No Show / Reschedule: triggers a 15‑minute grace and then a scripted recovery sequence.
- Not Interested / Low Priority: moved to 30‑day nurture.
Task automation: when a lead becomes Appointment Booked, create auto reminders at 24 hours, 2 hours and 30 minutes. For No Show, create tasks at 15 minutes (call) and 24 hours (offer alternative). If a lead is still New after 60 minutes, escalate to the manager as a performance alert.
Scripts that work (short, permissioned, specific)
Keep scripts conversational and permissioned — ask before pitching.
- Opening (phone): "Hi {FirstName}, Alex from {Dealer}. Is now a good time? Quick question: are you looking to buy in the next 7 days or just browsing?"
- Closing to appointment: "Great — I can hold it for a test drive at 3:00 today and meet you here. I’ll send a confirmation text with what to bring. Sound good?"
- No interest / low intent: "No problem. Can I text you a short link with details and a few similar cars? If your plans change I’ll follow up in 30 days."
Channel nuances — marketplace vs direct web leads
Marketplace leads (AutoTrader, FBMP, Kijiji) are often higher intent than general web forms but vary by message content. Chat leads expect near‑instant responses; SMS and phone should be faster.
- Chat leads: respond under 2 minutes where possible. Use a single-person owner during busiest hours.
- Email/web form: aim for first contact within 15 minutes. Use SMS as a bridge — send the immediate auto SMS plus a scheduled call attempt.
- Phone calls: answer live whenever staffed; if missed, treat as a high-priority callback within 5 minutes.
KPIs to track (and targets to aim for)
Measure these weekly and display them on your daily dashboard. If you don’t have one, see our metric guide for setup at Daily Dealership Dashboard.
- Median response time: target <5 minutes for chat/SMS, <15 minutes for email leads.
- First‑contact rate (same day): aim for 70%+
- Show rate (booked → arrived): target 30–40% depending on market and offer.
- Close rate (arrived → sold): track by salesperson and by source.
- Lead aging: percent of leads older than 7 days — keep that under 15%.
Reporting and incentives
Run a short weekly report broken down by source and salesperson: leads received, first contact time median, booked appointments, shows, sales. Tie a small incentive (e.g., bonus per booked test drive that converts) to behaviour you want — quick response and accurate qualifying. Avoid bonuses tied only to sales which can encourage cherry‑picking.
Tools and integrations
Make sure your marketplace leads flow into one inbox or CRM queue so nothing falls between systems. If you use a dealer platform, map statuses and appointment reminders to the CRM. For help setting up integrations and automations, review your feature or guide pages at Features and Guides.
Common objections and how to handle them
- "I’m just browsing": ask timeframe and offer a low‑commitment next step (video walkaround or hold for 1–2 hours).
- "I need to talk to my partner": offer to include them on the call or text the details so both can agree to a time.
- "Price too high": don’t argue. Offer to show comparable cars and invite them to test drive to judge value.
What to do this week
Pick one weekday to run a controlled test: implement the 30‑minute play during peak hours, use the exact scripts above, and track median response time plus show rate. Review results after 7 days and adjust message copy, appointment options and staffing. If you need a checklist to assign tasks and automate reminders, see our setup resources at Guides and your CRM onboarding at Features.