Prepared for VerityDealer

๐Ÿš— Lead Flow, Today vs. Year End

Auto sales and luxury vehicle leasing ยท Built from the goals you described
Phase 1 Phase 2 Phase 3

Where it breaks today

Current state
CarGurus lead โ†’ sits in CarGurus โ†’ โœ• no follow-up
Website inquiry โ†’ email inbox โ†’ โœ• lost in the pile
Call / voicemail โ†’ 3CX voicemail โ†’ โœ• unanswered

The system you described

"The moment a lead comes in, the contact is captured and stored in one place. I get a text telling me a lead came in. If that lead has not been touched, my office manager and I keep getting reminders until someone works it."
1
Every lead source lands in one place
CarGurus
Your primary source. Delivers in ADF/XML, the standard automotive lead format. Phase 1
Website forms
VerityDealer.com plus the linked leasing site. Phase 1
Calls & voicemail
3CX signals every ring, missed call, and voicemail. Phase 2
โ†“
2
Captured into one CRM
Phase 1
One record, one place
Every contact from every source stored together, with the source tagged and the vehicle of interest attached. This replaces "it's somewhere in CarGurus or iCloud."
โ†“
3
You get a text, immediately
Phase 1
Instant alert
You and your office manager are notified the moment a lead arrives, with the name, the source, and what they asked about. Missed calls get an automatic text back to the caller so the conversation starts anyway.
โ†“
4
Nothing goes untouched
Phase 1
Has anyone worked this lead?
Not yet
Reminders keep coming
You and your office manager both get nudged on a set schedule, escalating until someone picks it up.
Worked
Loop stops
The lead moves to the next stage. Reminders end. Response time is recorded so you can see it improving.
This loop is the heart of the build. It is what turns "we meant to call them back" into a closed sale.

Supporting pieces

Wayne Reeves Phase 2
Read-only connection so each lead carries the right vehicle and pricing detail. Your DMS stays exactly as it is.
Record cleanup Phase 2
The scattered customer files consolidated in, so history lives with the contact instead of in a folder.
AI answering Phase 3
Picks up the calls that would otherwise ring out. Added once the first phases are earning, and billed on usage.

What we need to confirm

  1. How does CarGurus deliver your leads today, by email, by data feed, or straight into a CRM?
  2. Can we get read-only access to Wayne Reeves for vehicle and inventory detail?
  3. Which 3CX plan are you on, and can it pass call and voicemail events to us?
  4. What platform are the two websites built on, and how are form submissions handled now?
  5. Is AI answering something you want this year, or later?
  6. How often do you want reminders, and what action should stop them?
  7. Do the customer records in iCloud need to come across?