Lead Response SOP: Speed-to-Lead Workflows
    CRM & Lead Operations

    Lead Response SOP: Speed-to-Lead Workflows

    Lead response best practices: 5-minute response target, automated workflows, multi-channel outreach. SOP template for dealership BDC teams.

    Sarah Lin
    Feb 12, 2026
    7 min read

    Response speed is the single most important factor in converting online leads to sales. Industry data shows 78% of car buyers purchase from the first dealer who responds—not the cheapest, not the closest, but the fastest. Dealers responding within 5 minutes convert leads at 21% average. Dealers responding after 30 minutes convert at 5% average. That's a 4x difference in conversion rate based purely on speed.

    This guide provides a complete lead response SOP: initial response workflow (first 5 minutes), multi-channel contact strategy, follow-up cadence over 30 days, response templates, and CRM automation rules to ensure zero leads slip through the cracks.

    The 5-Minute Rule

    1. Why 5 Minutes Matters

    Response TimeContact RateConversion RateOutcome
    Under 1 minute85%25-30%Lead still on your website, phone in hand, ready to engage
    1-5 minutes70%18-22%Lead likely still researching, responsive to outreach
    5-30 minutes35%8-12%Lead moved to other dealers, submitted 3-5 more inquiries
    30-60 minutes20%4-6%Lead already contacted by competitors, less interested
    1-24 hours12%2-4%Lead forgotten they submitted inquiry, low engagement
    24+ hours3%<1%Lead purchased elsewhere or lost interest

    Key Insight: Leads degrade exponentially, not linearly. A 30-minute delay doesn't reduce conversion by 30%—it reduces it by 400-500%. Every minute counts.

    2. Implementing the 5-Minute Workflow

    Minute 0-1: Lead Notification & Assignment

    • Instant Alert: CRM sends push notification to assigned sales rep's phone (text + app notification).
    • Round-Robin Assignment: Leads auto-assigned to available reps (based on rotation, current workload, or specialization).
    • Backup Assignment: If primary rep doesn't acknowledge within 60 seconds, reassign to backup rep.
    • Manager Escalation: If no rep responds within 3 minutes, alert sales manager for immediate assignment.

    Minute 1-2: Lead Review & Research

    • Review lead details in CRM: Name, phone, email, vehicle interest, inquiry source (AutoTrader, Facebook, website), message content.
    • Check vehicle availability: Is the specific vehicle still in stock? If sold, identify 2-3 similar alternatives.
    • Review lead history: Is this a returning lead? Previous inquiries? Past visits?

    Minute 2-5: Multi-Channel Outreach

    Execute all three contact methods simultaneously (don't wait for phone call to fail before texting):

    1. Phone Call (Primary): Call lead's phone number. If no answer, leave voicemail referencing their specific inquiry.
    2. Text Message (Immediate): Send text within 30 seconds of phone call. High open rate (80% within 3 minutes).
    3. Email (Reference): Send email with detailed vehicle info, photos, pricing, financing options.

    Multi-Channel Contact Strategy

    1. Phone Call Script (First Contact)

    Opening:

    "Hi [Name], this is [Your Name] from [Dealership]. I just saw you inquired about our [Year Make Model] online—do you have a quick minute?"

    If Answered - Qualification Questions:

    • "Are you actively looking to purchase, or just browsing?" (Gauge urgency)
    • "What brings you to this particular vehicle?" (Understand needs)
    • "Have you seen it in person, or would you like to schedule a test drive?" (Move to appointment)
    • "Are you trading in your current vehicle?" (Identify trade opportunity)
    • "How soon are you looking to make a decision?" (Timeline qualification)

    Call-to-Action:

    "I have availability this afternoon at 2pm or tomorrow morning at 10am for a test drive. Which works better for you?"

    If No Answer - Voicemail:

    "Hi [Name], [Your Name] from [Dealership] returning your inquiry about the [Year Make Model]. The vehicle is available and I can answer any questions or schedule a test drive. I'm texting you now with more details. Call or text me back at [Your Direct Number]. Thanks!"

    2. Text Message Templates

    First Text (Sent Immediately After Phone Call):

    Hi [Name], [Your Name] from [Dealership]. Just called about the [Year Make Model] you inquired about. It's available for test drive today/tomorrow. What time works for you? [Link to vehicle listing]

    Alternative First Text (If Voicemail Left):

    Hi [Name]! Left you a voicemail about the [Year Make Model]. Here's more info: [Price], [Mileage], [Key Features]. Can schedule test drive today 2pm or tomorrow 10am. Reply YES for 2pm or call me at [Number]. Thanks!

    Text Best Practices:

    • Keep Under 160 Characters: Single SMS = better deliverability, easier to read.
    • Include Direct Call-to-Action: "Reply YES for test drive" or "Call me at XXX-XXXX".
    • Add Value: Link to vehicle photos, price, Carfax report.
    • Professional Tone: Avoid slang, emojis (unless customer uses first), excessive punctuation (!!!!).
    • Compliance: Include opt-out option: "Reply STOP to unsubscribe" (required by TCPA).

    3. Email Template

    Subject Line: Re: Your Inquiry - [Year Make Model] - [Dealership Name]

    Email Body:

    Hi [Name],

    Thank you for your interest in our [Year Make Model]! I just tried calling and texted you—wanted to make sure you have all the details:

    Vehicle Details:
    • Year/Make/Model: [2022 Honda Accord EX-L]
    • Mileage: [38,000 miles]
    • Price: [$24,500]
    • Key Features: [Navigation, leather seats, sunroof, backup camera]
    • Carfax Report: [Link]
    • More Photos: [Link to listing]

    Next Steps:
    I have test drive availability today at 2pm or tomorrow at 10am. I can also arrange a video walkaround if you'd like to see the vehicle before visiting.

    Questions about trade-in value, financing, or warranty options? Happy to discuss.

    Call/text me directly: [Your Direct Number]

    Best regards,
    [Your Name]
    [Title]
    [Dealership Name]
    [Phone] | [Email]

    Follow-Up Cadence (30-Day Workflow)

    1. Standard Follow-Up Schedule

    DayActionChannelMessage Focus
    Day 1 (0-5 min)Initial contact (3 attempts)Phone + Text + EmailAcknowledge inquiry, provide vehicle info, schedule test drive
    Day 1 (2 hours later)Follow-up if no responseText or Email"Just checking—any questions about the [Vehicle]? Happy to help."
    Day 22nd attemptPhone + TextAdd value: Similar vehicles, financing options, trade-in estimate
    Day 43rd attemptEmailVideo walkaround, additional photos, test drive availability
    Day 74th attemptText"Still available! Price reduced $500 this week. Interested?"
    Day 145th attemptPhone + EmailCheck in: "Are you still in the market, or did you find something?"
    Day 216th attemptTextNew inventory: "Didn't hear back on [Vehicle]. Just got [Similar Vehicle] you might like."
    Day 30Final attemptEmail"Last check-in. Let me know if you need anything. Happy to help anytime."

    2. Lead Nurture Beyond 30 Days

    After 30-day active follow-up, move lead to long-term nurture campaign:

    • Monthly Newsletter: New inventory highlights, financing promotions, maintenance tips.
    • Seasonal Promotions: Tax refund season (March-April), year-end clearance (December).
    • Birthday/Anniversary: Personalized outreach on customer birthday or vehicle purchase anniversary (if known).
    • Triggered Events: Price drop on inquired vehicle, similar vehicle arrives, 0% financing promotion.

    CRM Automation Rules

    1. Automated Lead Assignment

    TriggerAssignment RuleBackup Rule
    New Lead (Business Hours)Round-robin to available sales repsIf no acknowledgment in 60 seconds → escalate to sales manager
    New Lead (After Hours)Auto-response sent immediately, assign to next-day rotationBDC team notified for 24/7 coverage (if available)
    Returning LeadAssign to original sales rep who handled first inquiryIf original rep unavailable, assign to manager for reassignment
    High-Value Lead (Trade-in or Financing)Assign to senior sales rep or closerManager notification for personal follow-up

    2. Automated Follow-Up Sequences

    Email Drip Campaign (Triggered by No Response):

    • Day 2: "Additional info on [Vehicle] + similar options"
    • Day 5: "Trade-in valuation estimate" (auto-generate from VIN decoder)
    • Day 10: "Financing pre-approval link" (digital credit application)
    • Day 15: "Video walkaround of [Vehicle]" (if available)
    • Day 25: "Final check-in before moving to archive"

    SMS Drip Campaign (Triggered by No Phone Answer):

    • Day 1 (2 hours): "Tried calling—any questions? Text me anytime."
    • Day 3: "[Vehicle] still available. Test drive tomorrow at 2pm?"
    • Day 8: "Price update: $500 off this week only."
    • Day 20: "New [Similar Vehicle] just arrived. Want details?"

    3. Lead Status Automation

    StatusTriggerAction
    NewLead submittedAssign to rep, send instant notifications
    ContactedRep logs first contact attemptStart follow-up cadence, set reminder for Day 2 follow-up
    QualifiedLead responds, expresses buying intentMove to hot leads pipeline, increase follow-up frequency
    Appointment SetTest drive scheduledSend appointment confirmation, set reminder 24 hours before, pause other follow-ups
    ShowedCustomer arrived for appointmentPost-visit follow-up sequence (same-day thank you, next-day check-in)
    No-ShowCustomer missed appointmentImmediate follow-up: "Missed you today—reschedule?"
    SoldDeal completedMove to customer database, start post-purchase nurture (service reminders, referral requests)
    LostCustomer purchased elsewhere or lost interestArchive lead, add to 6-month re-engagement campaign

    Response Time Tracking & Accountability

    1. Key Metrics to Monitor

    • Average Response Time: Time from lead submission to first contact attempt. Target: <5 minutes.
    • Contact Rate: % of leads successfully reached (phone answered, text replied, email opened). Target: >65%.
    • Appointment Set Rate: % of contacted leads that schedule test drive. Target: 30-40%.
    • Show Rate: % of appointments that result in customer visit. Target: 60-70%.
    • Close Rate: % of shows that result in sale. Target: 20-30%.

    2. Rep Accountability Dashboard

    Track individual sales rep performance weekly:

    Rep NameLeads AssignedAvg Response TimeContact RateAppt SetShowsSales
    Rep A453 min72%18 (40%)13 (72%)4 (31%)
    Rep B3818 min42%8 (21%)5 (63%)1 (20%)

    Coaching Opportunity: Rep B's slow response time (18 min) kills contact rate (42%). Coach on 5-minute rule compliance to improve lead conversion.

    Frequently Asked Questions

    How fast should I respond to online car leads?

    Target: Under 5 minutes for phone/text response, under 15 minutes for email response. Studies show 78% of car buyers purchase from the first dealer who responds. Leads older than 5 minutes see 400% drop in contact rate. Leads older than 24 hours have 10x lower contact rate. Speed-to-lead is the #1 predictor of lead conversion—faster response = exponentially higher sales.

    What's the best way to contact leads: phone, text, or email?

    Use all three simultaneously within first 5 minutes: (1) Phone call (highest engagement if answered, 20-30% answer rate), (2) Text message (80% open rate within 3 minutes, good for non-answerers), (3) Email (reference for later, include inventory link). Multi-channel approach increases contact rate from 30% (phone only) to 65-75% (phone + text + email). Track which channel gets response, prioritize that method for follow-ups.

    How many follow-up attempts should I make before giving up on a lead?

    Minimum 8-12 touchpoints over 30 days: Day 1 (3-4 attempts via phone/text/email), Day 2 (2 attempts), Day 4 (1 attempt), Day 7 (1 attempt), Day 14 (1 attempt), Day 30 (final attempt). 50% of leads respond after 5th+ touchpoint. Most dealers give up after 2-3 attempts, missing half of potential sales. Use automated CRM workflows to ensure consistent follow-up without manual effort.

    What should I say in the first response to a lead?

    Address their specific inquiry (reference exact vehicle they viewed), provide requested information (price, availability, photos), add value (similar vehicles, trade-in estimate, financing pre-approval), create urgency (vehicle has other interest, price valid until X date), and make clear next step (schedule test drive, video walkaround, apply for financing). Example: 'Hi [Name], saw you're interested in our 2022 Honda Accord. It's available for test drive today or tomorrow. Can also send video walkaround if easier. What time works for you?'

    How do I handle leads that come in after hours or on weekends?

    Option 1: Auto-response within 60 seconds (text/email) acknowledging inquiry, promising personal follow-up within X hours. Example: 'Thanks for your interest! I'll call you first thing Monday at 9am to discuss the 2022 Accord. In the meantime, here's more info [link].' Option 2: BDC team or answering service responds 24/7 (higher cost but 3-5x better conversion on after-hours leads). Option 3: Automated chatbot qualifies lead, schedules appointment, notifies sales team for morning follow-up.

    Never miss a lead with automated response workflows. DealerOneView CRM sends instant push notifications to sales reps, auto-assigns leads via round-robin, triggers multi-channel follow-up sequences, and escalates to managers if no response within 5 minutes. Average response time drops from 30 minutes to under 3 minutes, increasing lead conversion by 300%.

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