Define the pathway clearly
The customer and the dealership should know exactly what needs to change. Vague notes such as “not ready” are almost impossible to reactivate intelligently.
Follow the condition, not a generic cadence
A customer saving money may need a different schedule than someone waiting on pay stubs or searching for a co-buyer.
Make progress easy to report
Ask simple questions such as whether the customer found a co-buyer, reached the target amount down, or has the missing document.
Close the loop when the pathway changes
If the customer completes the requirement, move them immediately toward live review instead of keeping them trapped in nurture.
Co-buyer follow-up · Down-payment pathway follow-up
Stop forgetting future buyers.
Build follow-up around the customer’s real path: income, co-buyer, documents, references, benefits proof, or down payment.
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