01 Dormant-Time Outreach
Time-basedLight, conversation-only re-engagement that runs off notes you already have. Four variants: pull the one data point you have, map it to the message, route any reply to a rep.
Trigger
Time since last contact passes 30–60 days, a ghosted thread, a no-show, or a "not yet" recheck date arriving.
The play
- Export every lead 90+ days cold from your CRM
- Sort each into a variant: still-looking, ghosted, no-show, or "not yet"
- Send the matching script below
- Route any reply straight to a rep
Still-looking check-in
Time since last contact passes 30–60 days
Hey John, it's Sarah at [Store]. Are you still looking for a CX-5, or exploring other options?
Re-engage after ghosting
They engaged, then went silent mid-conversation
Hey John, haven't heard from you in a while. Two CX-5s in your spec just landed, want a look before the weekend?
Missed-appointment recovery
A booked visit turned into a no-show
Hi John, we missed you Saturday! The Civic you booked is still here. Want to grab another time this week?
Future-buyer recheck
They said "not yet" and the recheck date arrives
Hi John, you mentioned spring might be better timing. Trade values are strong right now, want fresh numbers?
You'll need
Last-contact dateVehicle interest / notesObjection historyAppointment reasonRecheck date
02 New Inventory Matching
InventoryPast leads who inquired about a vehicle or type that just landed on your lot.
Trigger
A new VIN enters inventory matching a stored lead interest, wishlist, or prior browsing.
The play
- Match new VINs to stored lead interest
- Send the prioritized match list to a rep
- Reach out with the specific vehicle
- Alert the rep the moment the lead engages
Say this
Hi James, you asked about a 4Runner TRD back in spring. One just came in: 2024, low miles. Want to see it before it goes up online?
You'll need
Stated vehicle interestBrowsing / VDP historyVIN-level inventory feedContact + opt-in status
03 Price-Drop Alerts & Sales Events
PricingPast shoppers of a specific VIN whose price just dropped. Re-engaging demand you already paid for.
Trigger
A price change on a VIN a known shopper viewed or inquired about, or a sales event on that model.
The play
- Detect the VIN price change
- Match it to prior viewers and inquiries
- Send a personalized text or email
- Route the re-engaged shopper to a rep
Say this
Good news, the Tucson you looked at just dropped $1,500. It's still on the lot. Want me to hold it for a test drive this week?
You'll need
Per-VIN price historyShopper-to-VIN mappingContact + opt-in status
04 Behavioral Re-engagement
IntentDormant leads who raise their hand again digitally: site revisits, VDP views, email re-opens.
Trigger
A digital behavior event: site revisit, VDP view, email click, or trade-tool use.
The play
- De-anonymize the returning visitor
- Match them to the existing lead record
- Fire a real-time rep alert
- Reach out while intent is hot
Say this
Hi Tom, saw you were back looking at the Silverado. We've got two in stock right now. Want me to pull them aside so you can compare?
You'll need
Website / VDP activityEmail open / click eventsIdentity resolutionLead record match
05 Incentive & Rate-Change
IntentDormant leads re-opened by a new rebate, 0% APR, rate drop, trade-value spike, or tax season.
Trigger
A change in incentives or financing on a wanted model, a trade-value spike, or the calendar.
The play
- Detect the incentive / rate / value change
- Filter dormant leads by model and segment
- Run a targeted micro-campaign
- Route responders to a rep
Say this
Hi Lee, the Tacoma you wanted now qualifies for $3,000 bonus cash plus 0% APR this month. Want me to lock in a quote before it changes?
You'll need
OEM / lender incentivesRate / APR changesTrade-value trendsDormant model interest
06 Anniversary & Life-Event
Time-basedOwners hitting a purchase or service anniversary, or a known life event: new driver, growing family, a move.
Trigger
A purchase or service anniversary date, or a life-event signal.
The play
- Flag anniversary / life-event records
- Send a personalized check-in, not a hard pitch
- Tie it to a relevant offer
- Hand hot responses to a rep
Say this
Hi Alex, happy 3-year anniversary with your Outback! You're right in the sweet spot to trade while values are strong. Want a quick look at the numbers?
You'll need
Purchase dateService history datesLife-event signalsCurrent equity position
07 Equity Mining
OwnershipOwners with positive equity who can upgrade at a similar or lower payment, with a fresh warranty.
Trigger
Loan-to-value crosses a positive-equity threshold (payoff vs. live trade value).
The play
- Auto-flag equity-positive owners; watch-list the negative
- Rep call / text with value framing
- Send a side-by-side payment comparison
Say this
Hi Maria, trade values for your Highlander are high right now. You could move into a newer one for about what you pay today. Want the numbers?
You'll need
Loan payoff (DMS)Live trade valueYear / make / mileagePayment & rate
08 Lease-Maturity Outreach
OwnershipLessees approaching lease-end, captured before a competitor gets them.
Trigger
Lease maturity date. Begin outreach 90–120 days before lease end.
The play
- Identify leases maturing in 90–120 days
- Early awareness touch, then a personalized payment offer
- Return-logistics touch (mileage / fees)
Say this
Hi Dev, your Camry lease ends in October. I can show you what your next one looks like and help you avoid any mileage charges. Free Thursday?
You'll need
Lease maturity dateLease terms / paymentMileage vs. allowanceNew-lease incentives
09 Recall & Warranty Expiration
OwnershipLapsed customers brought back by an open recall or expiring warranty. A legitimate, urgent reason to reach out.
Trigger
An open recall on the VIN, or an approaching factory-warranty expiration.
The play
- Match VINs to open recalls / warranty end dates
- Multi-channel scheduling outreach, keeping the safety fix separate from sales
- Convert the visit if equity supports it
Say this
Hi Sara, there's an open recall on your Pilot. It's a free fix, let's get you scheduled. While you're in we can do a quick complimentary checkup.
You'll need
VIN recall statusWarranty end dateContact (recalls are DNC-exempt)
10 Conquest & Win-Back
CompetitorCustomers who defected to a competitor or independent shop, plus competitor-brand owners with conquest cash on the table.
Trigger
Attrition (no visit in X months), a competitor lease near maturity, or available conquest cash.
The play
- Identify lapsed / conquest targets
- Address the original pain point; lead with bonus / loyalty cash
- Personalized win-back outreach
Say this
Hi Priya, we'd love to earn your business back. There's $3,000 conquest cash on the model you wanted, and I'll make the process painless this time.
You'll need
Last visit / purchaseReason-for-lossCompetitor lease-endConquest incentives
11 Service-to-Sales Conversion
Service driveService-drive visitors, especially equity-positive owners facing a big repair, turned into sales opportunities.
Trigger
A service appointment or open repair order, combined with an equity check.
The play
- Flag qualifying customers at check-in
- Run a quick equity audit
- Make a soft "vehicle audit" offer
- Service-to-sales handoff
Say this
While your CR-V is in for the transmission estimate, you're actually in a great spot to trade. A newer one could cost less than the repair. Worth 5 minutes?
You'll need
Service appt / RO dataRepair cost estimateEquity positionVehicle age / mileage