FOLLOW-UP FUNNELS

Follow-up funnels that never forget a lead.

Automated lead follow-up for car dealerships: multi-step sequences of texts, emails, labels, and call tasks that fire on your store’s clock, sound like your reps, and know when to stand down.

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5 action types per stepyour timezone exact send timesreceipts on every bulk assign

web.dealerfunnel.com/funnelsFUNNEL RUNNING

30-Day No-Response RescueGLOBAL4 STEPS · 30 DAYS

Runs on your store’s clock. Stands down the moment the customer replies.

Five moves, one timeline.

Every step in a funnel is one of five actions, laid out on a single rail you can read at a glance. No branching flowchart to debug at 9 PM.

Every step is one of five actions

Send a textThe workhorse. Personalized, and it can carry an image, a GIF, or a video.

Send an emailThe long-form touch: photos, numbers, next steps.

Change the lead's statusThe sequence moves the deal along the pipeline as it runs.

Add labelsOne step can apply several labels at once. The CRM keeps itself organized.

Require a callDrops a call task on the rep's plate when a human voice will do more than a text.

Texts that don't look automated

Attach images, GIFs, or a personalized video link to any step of the sequence.

Smart fields on every message

[fname], the store name, the rep’s number: funnel messages run through the same merge engine as live agent texts.

Copy what works

Duplicate a proven funnel and tweak it instead of rebuilding from scratch.

One rooftop or all of them

Keep a funnel store-specific, map it to a few stores, or publish it globally across the whole group from one edit screen.

Day 3 at 10:15 AM means 10:15 AM at your store.

Funnels run on the dealership’s clock, not a server’s. Delays are counted in days, send times are exact, and the timezone is yours.

One switch keeps the whole sequence quiet on Sundays.Mark any step “do immediately” and it fires the moment the funnel is assigned. The first touch never waits.Assigning isn’t now or never: send now, or pick the exact date and time the sequence begins.Edit a delay after the funnel is live and every lead waiting on that step is rescheduled to the new timing.

Step 3 · TextAMERICA/CHICAGO

Delay3 days after step 2

Send time10:15 AM, store time

Do immediately

Skip Sundays

Delay changed from 5 days to 3. All 34 leads waiting on this step were rescheduled to the new timing.

EVERY STEP KEEPS ITS OWN CLOCK

Built to stand down the moment a human steps in.

A funnel’s job is to work the silence. When the customer engages, or a rep does, the automation yields.

Assign straight from the conversation: read the first message, rewrite it in your own words, or clear it to skip the text entirely.Customer calls in? Pause their funnel with one click. The resume dialog lists every pending message before you confirm.One funnel at a time: assigning a new sequence cleanly cancels the old one’s queued actions first.No phone on file? Text and call steps skip silently. No email? Email steps skip. The sequence keeps moving instead of erroring out.

Other automation gets the same manners. When a blast enrolls its recipients into a funnel, the system waits two hours and stands down for anyone who replied or was already assigned a sequence by a rep. And when a reply lands, it surfaces in the team inbox instantly, where Carly can draft the response.

BULK ASSIGN · 30-DAY NO-RESPONSE RESCUE

147 leads selected

138 assigned

4 skipped · opted out

2 skipped · already in a funnel

3 failed · listed by name

T. VANDERMEER SKIPPED · OPTED OUT

R. OKAFOR SKIPPED · IN A FUNNEL

L. BRADDOCK ASSIGNED · STARTS MON 9:00 AM

EVERY LEAD CHECKED BEFORE ANYTHING SENDS

ASSIGNMENTS NARRATE LIVE: SENDING TEXT · ADDING LABEL · CHANGING STATUS

Every funnel keeps score.

Assigned, actions fired, paused, replied, opted out: a scoreboard on every funnel, so you know which sequences actually move customers. Open one and see every enrolled lead, the exact next step, and when it lands.

web.dealerfunnel.com/funnels

30-Day No-Response RescueGLOBAL6 STEPS · 30 DAYS

412ASSIGNED1,987ACTIONS FIRED23PAUSED96REPLIED11OPT-OUTS

LEAD	NEXT STEP	WHEN
Marcy Kowalski	Step 4 · Text	Paused · 2 steps pending
Deshawn Pryor	Step 2 · Email	Aug 14, 9:40 AM
Lucille Braddock	Step 5 · Call task	Aug 19, 10:15 AM
Tomás Herrera	Step 1 · Text	Scheduled when lead is assigned

EXAMPLE STORE · THE DRILL-DOWN GOES ALL THE WAY TO THE LEAD

THE LONG TAIL PAYS

Ninety days cold is not dead. It’s a comeback waiting.

The Sold Deals report counts every deal closed 90 or more days after the lead first arrived as a revived deal, with the estimated gross it recovered and the oldest comeback on record called out by name. Funnels are how those leads stay warm enough to close.

REVIVED DEALS

$61,480

EST. GROSS RECOVERED

214 days

OLDEST COMEBACK, LEAD TO SALE

EXAMPLE STORE · YOUR NUMBERS COME FROM THE SOLD DEALS REPORT

The way we count sold deals is public. See how we prove it.

Put your follow-up on rails.

Book 30 minutes. We’ll build a funnel for your store while you watch, on your kinds of leads.

BUILD ONCE · SHARE IT ACROSS EVERY ROOFTOP