Sam Boswell Automotive Group

Phone Lead Cadence

Phone leads have higher intent — they called because they're ready. The follow-up cadence is faster and more phone-centric.

Phone leads currently receive no automated follow-up in Tekion. This process needs to be configured by Brad.

Scenario 1

Call Answered — Conversation Happened

No automated follow-up. The salesperson owns it.
If no appointment set during the call: Task auto-created for salesperson to follow up within 2 hours.
If appointment set: Standard appointment confirmation sequence applies.

Focus on building the relationship — they chose to call you.

Scenario 2

Call Missed or Voicemail Left

Within 5 minAuto-text

Hi [First Name], sorry I missed your call! This is [Salesperson] at Sam Boswell. I'd love to help — I'll try you again shortly. If you beat me to it, give me a ring at [Phone].

Within 15 minTask created for callback attempt

End of Day 1No contact? Rejoin standard internet cadence at Day 1

SKIP the welcome email — they called, they already know who you are.

Day 2 (phone only)Text check-in

Hey [First Name], I tried reaching you yesterday after your call. Give me a ring at [Phone] when you have a sec — I only need a couple minutes. - [Salesperson]

Day 3+Merge into standard 1-3-5-7 cadence at Day 3

If customer responds → STOP automation, rep takes over manually

Phone vs. Text: When to Use Each

Always Call

• Day 1 first contact
• Hot leads
• Customer who previously called
• Delivering pricing / deal numbers

Text is OK

• Initial warm lead re-engagement
• Appointment confirmations
• Quick availability updates
• After-hours acknowledgment