AUTOMOTIVE DIGITAL MARKETING LEAD WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch New Web Lead: Retrieve new lead entries from the Lead Data Model submitted via website forms.
[ ] Create CRM Lead Profile: Create a new entry in the CRM Data Model to track the lead's journey.
[ ] Calculate Lead Score: Execute a formula based on lead attributes (e.g., model interest, budget, and urgency) to assign a priority score.
[ ] Assign Sales Representative: Create a task for the Sales Team Lead to assign the lead to a specific agent.
[ ] Send Welcome Email: Send an automated personalized email to the lead confirming receipt of their inquiry.
[ ] Instant SMS Notification: Send an SMS alert to the assigned Sales Rep to notify them of a high-priority lead.
[ ] Update Lead Status: Update the lead entry status to 'In Progress' once a salesperson is assigned.
[ ] Fetch Vehicle Inventory: Retrieve details from the Vehicle Inventory Data Model to match lead preferences.
[ ] Schedule Test Drive: Create a task for the Sales Agent to contact the lead and coordinate a vehicle viewing.
[ ] Create Test Drive Appointment: Create a new entry in the Appointment Data Model once a date is confirmed.
[ ] Calculate Monthly Lead Volume: Aggregate all lead entries for the current month to calculate total lead count and conversion rate.
[ ] Follow-up Post-Test Drive: Create a task for the agent to follow up with the customer 24 hours after the appointment.
[ ] Update Lead Disposition: Update the Lead entry with the outcome of the test drive (e.g., 'Interested', 'Not Interested').
[ ] Weekly Marketing ROI Report: Generate a report summarizing lead sources, costs, and conversion success for the marketing manager.
[ ] Archive Spam Leads: Delete or move entries to an archive model that have been flagged as fraudulent or spam.

--- END OF TEMPLATE ---
Transform this text into a digital, automated, and trackable mobile app!
Visit: https://checklistguro.com/workflow-templates/automotive/automotive-digital-marketing-lead-workflow
(Click "Install Template" to launch your digital inspection tool immediately)