Sam Boswell Automotive Group
Staff Quick Reference
Print or save as PDF — laminate one for each salesperson.
SB
Sam BoswellLead Management Quick Reference
Staff Quick Reference Card
1. RESPONSE SLA
5 MINCall the lead. Speed-to-lead is everything.
3 MINAuto-reminder if lead unclaimed.
5 MINLead reassigned to next available rep.
15 MINManager call task created (escalation).
“Our job is to help save you the most time and money.”
2. LEAD STAGES(assign on Day 7 or when responded)
HOT0-7 days. Buying soon — work daily.
WARM14-30 days. Interested — light touches.
NURTURENo timeline. Newsletter only.
RE-ENGAGEDCame back — skip intro, qualify.
Deal Flags (post-visit):
Credit ChallengedMissed on PaymentLost - Trade EquityLost - OtherService DealVehicle Not in StockPayment Deficit
3. 7-DAY LEAD AUTOMATION
DAYS 1-33×3: Text + Email + Call each day
DAYS 4-52×2: Text + Call/Task each day
DAYS 6-71×1: Text or Email each day
DAY 8+Newsletter transition (1st & 15th of month)
IF CUSTOMER RESPONDS → STOP automation.
Pick up the phone. YOU own it now.
Sam Boswell Automotive Group — Internal Use Only