Car Dealers & Service Workshops

A test drive without a follow-up is a free ride

Someone takes a test drive on Saturday and hears nothing until they buy elsewhere. A car sits ready for collection while three calls go unanswered. And the service due in six months is a date in a system nobody looks at.

How it runs

  1. 1

    The lead arrives and is owned

    From a Meta lead ad, a form, or a WhatsApp message — it becomes a contact with a salesperson attached.

  2. 2

    Test drive to decision, as stages

    A pipeline shows where every buyer actually is, rather than who someone remembers to mention in the Monday meeting.

  3. 3

    The workshop keeps people posted

    Job started, ready for collection — sent as approved templates, so the phone stops ringing for updates.

  4. 4

    Service reminders go out on time

    Tag by service month and broadcast to that tag.

What you get

Meta lead ad capture

Leads from Facebook and Instagram lead ads arrive as contacts automatically, instead of a CSV someone downloads on Monday.

Sales pipeline with values

Each buyer is a deal with a value and an owner, so a forecast is something you can look at.

Follow-up reminders

Set the date on the deal; the owner is emailed when it is due. The Saturday test drive gets its Tuesday call.

Workshop status updates

Approved templates for job started and ready for collection, sent from the shared inbox.

Invoices and payment tracking

Raise the invoice for a job and track what has been collected against it.

One inbox for sales and service

Both teams work the same number without either losing a thread.

Questions

Can we message a customer whose service is due next month?

Yes, with an approved template — they are long outside the 24-hour window. Tag customers by service month and broadcast to that tag rather than the whole database.

Does it integrate with our DMS?

Not with a ready-made connector. Automations can post to your own webhook or a Google Sheet, which is how most workshops bridge it — but that is something you wire up, not something you enable.

Can the salesperson who took the enquiry keep it?

Yes. Conversations are assigned and deals have an owner, and analytics shows per-agent activity.

What happens to leads from our Facebook ads?

Connect the page and lead-ad submissions arrive as contacts automatically, ready to be worked the same day rather than the following week.