Pinpoint

Resources / Follow-up and workflows

Follow-up cadence builder.

Pick the situation and add the names, and get the sequence: which day, what time, which channel, what to say, and the reply that stops it.

New internet lead

A form lead or a question on a listing arrives and nobody has spoken with the customer yet. Reach a live person quickly, find out which vehicle is real for them, and hold a time to see it.

  1. Day 0within five minutes
    callFirst live attempt

    Hi Trevor, this is Danny at Brightline Toyota and you just asked about the Corolla Cross, which is sitting right in front of me. Before I send you anything, are you hoping to see it this week or are you still early?

    Stop if: Sets a time
  2. Day 0right after the call attempt
    textLeave a reachable trail

    Hi Trevor, this is Danny at Brightline Toyota. I just tried you about the Corolla Cross and it is here on the lot. Want me to hold it for you this week? If not, reply stop and I will leave it alone.

    Stop if: Replies with a time
  3. Day 0within the hour
    Answer what they asked

    Trevor, this is Danny at Brightline Toyota. Photos of the Corolla Cross are attached, including the ones the listing does not show. I have Thursday evening and Saturday morning open. Which one works better? Reply stop and I will close this out.

    Stop if: Picks a time
  4. Day 19 am
    callSecond live attempt

    Hi Trevor, this is Danny at Brightline Toyota again about the Corolla Cross. I do not want to keep calling you, so tell me straight, is this one still worth a look or should I close it out?

    Stop if: Says they are done
  5. Day 2evening
    textOne clear either or

    Trevor, Danny at Brightline Toyota. Still holding the Corolla Cross for you. Is Thursday after work or Saturday morning easier? If neither, tell me to stop and I will leave you be.

    Stop if: Answers with a day
  6. Day 5morning
    Close it out cleanly

    Trevor, Danny at Brightline Toyota. I will stop reaching out after this one. If the Corolla Cross is still on your list, reply with a day this week and I will have it ready for you.

    Stop if: Replies with a day

Every message names the rep and the store, asks one question at most, and quotes no price, payment or trade value. Synthetic names. Runs in your browser. Nothing you type is sent anywhere.

Questions about follow-up cadences

How many follow-up touches should a dealership lead get?

Enough to reach a decision, not enough to become noise. Each cadence on this page runs four to six steps over the days that matter for that situation, mixes text and calls, and stops the moment the customer answers with a decision.

Should follow-up be automated?

The reminders and the timing can be. The message the customer reads should still be specific to them, and anything that quotes a price, a payment or a trade value belongs to a person. Every cadence here identifies the sender and gives the customer a way to stop.

What ends a cadence?

A reply with a decision: a confirmed time, a reschedule, or a no. Each step lists the reply that stops it, so the next step never goes out to a customer who already answered.

See how Pinpoint is built to run the follow-up you approve.

Book a walkthrough