Resource topic

lead management

Reassign Stalled Dealership Leads on a Rule, Not a Mood

Build a written rule for moving stalled dealership leads to a new owner — inactivity triggers based on activity rather than age, a required handoff note, and a monthly outcome check. You'll finish with a process you can run in an afternoon and edit with real numbers.

Build an After-Hours Lead Coverage Plan Your Store Will Actually Follow

You'll leave with a channel-by-channel coverage table, a green/yellow/red list of what an after-hours rep may say, and a five-field morning handoff that stops the 8am rep from re-asking what the customer already answered. Plus the numbers to get your owner to sign off on the cost.

Run an Execution Audit Before You Cut a Lead Source

You'll be able to settle the "our leads are junk" argument with a 30-lead grid that compares response time, attempts, CRM notes, appointment asks, and outcomes side by side. And you'll know which findings belong to the vendor and which belong to a rep.

lead management resources | MoreSignal