Turn Service Lane Visits into Sales Opportunities—Automatically
Most dealers know that their service drive holds profit potential—but finding the right conversation for every customer? That takes time most teams don’t have.
That’s where automation steps in.
With this automated workflow, your team is equipped before, during, and after every service visit—without lifting a finger.
Here’s how it works:
Before the Visit
- 7 Days Out: Send a pre-appointment email to set expectations.
- 3 Days Out: Deliver a personalized upgrade offer via email.
- 1 Day Out: Call or text to remind and prepare the customer.
Day Of Visit
- Your team gets an instant notification when the customer arrives.
- All upgrade info and vehicle details on their device are correct.
- Print the offer and engage with confidence.
Pro Tip
Pulling the potential upgrade vehicle into view sets the scene and sparks interest.
Post-Visit Follow-Up
If a conversation doesn’t happen during the visit, don’t worry. The workflow can trigger a follow-up automatically to keep the door open.
