● DEPARTMENT · SALES & BDC DEPARTMENT
BDC + Sales floor — handled.
One package for everything between the lead landing and the deal closing. Instant internet-lead response, stale-lead revival, missed-call recovery, after-hours coverage — plus equity walks, lease-end outreach, just-arrived matches, service-to-sales handoff. Replaces a 2-3 person BDC and the manual CRM mining your floor team should not be doing.
Per rooftop · BDC + Sales combined · custom quote on demo
● THE ROLE
Parallel to the human counterpart.
Your BDC is running 60-120 outbound dials a day, leads slipping past 5-minute response windows, after-hours leads cooling overnight. Your floor team meanwhile is supposed to be closing but they are mining the CRM for equity walks and lease-ends. The Sales Package takes both — the high-volume inside work and the between-deal floor-team work — and runs it as a single coordinated motion with one attribution lane.
● LAYER 2 · WORKFLOWS
10 workflows ready on day one.
Each workflow configures automatically during your 48-hour onboarding using data we pull during setup.
● HOW TO READ THE LIST BELOW
Every workflow is described in three parts — the same shape every time, no exceptions. Knowing this pattern makes the rest of the page faster to scan.
1 · Trigger
What fires the workflow. An event from your DMS or CRM, a time-based cohort, or a condition crossing a threshold.
2 · Action
What the AI agent does in response — the channel, the cadence, the context it carries into the conversation, and what data it writes back.
3 · Outcome
The end-state the workflow drives toward — appointment booked, hand-off to a human, clean drop with opt-out respected, etc.
WORKFLOW 01
Instant Lead Response
Detects new internet lead within seconds. Responds on the channel the lead arrived on. Qualifies intent, pulls vehicle of interest, books appointment if ready, escalates to a human rep if not.
HOW IT WORKS
- · Trigger: New lead webhook from CRM or listing source
- · Action: Sub-30-second multi-channel response with personalization
- · Outcome: Appointment booked or qualified hand-off to human rep
WORKFLOW 02
Stale Lead Revival
Re-engages leads with no activity in 30, 60, or 90 days. Personalizes by original vehicle of interest. Multi-channel cadence. Knows when to stop so the contact does not burn out.
HOW IT WORKS
- · Trigger: Lead inactive 30, 60, or 90 days
- · Action: Context-aware re-engagement referencing original inquiry
- · Outcome: Reactivation or clean drop with opt-out respected
WORKFLOW 03
Appointment Confirm + No-Show Recovery
24-hour pre-appointment SMS confirm, day-of reminder, same-day re-engagement on missed slots. Kills the 15-20% no-show rate that destroys floor capacity.
HOW IT WORKS
- · Trigger: T-minus-24h before scheduled appointment
- · Action: Sequenced confirm + reminder + same-day rescue on no-show
- · Outcome: Appointment confirmed, rescheduled, or cleanly cancelled
WORKFLOW 04
Missed Call → SMS Recovery
Within 60 seconds of any missed inbound call (after-hours or rep-unavailable), AI texts the caller with caller-ID-matched context and a booking link.
HOW IT WORKS
- · Trigger: Missed inbound call
- · Action: Caller-ID matched to CRM, 60-second SMS with model context
- · Outcome: Call rescued before customer dials the next dealer
WORKFLOW 05
After-Hours Lead Coverage
Same response quality at 11pm, Saturday at 11am, Sunday morning. Hands off to your floor team Monday morning with full conversation context and qualified lead status.
HOW IT WORKS
- · Trigger: New lead outside business hours OR rep unavailable
- · Action: Full conversation handled to qualification or booking
- · Outcome: Floor team inherits warm lead with full thread context
WORKFLOW 06
Equity-Position Notifier
Monitors customer equity positions and triggers outreach when a customer crosses into positive equity.
HOW IT WORKS
- · Trigger: Equity position change detected
- · Action: Targeted outreach with payoff + matched inventory
- · Outcome: Appointment or qualified hand-off to sales floor
WORKFLOW 07
Lease-End Outreach
90 days before maturity, initiates outreach with re-lease, buy, or trade payment math.
HOW IT WORKS
- · Trigger: 90 days before lease maturity
- · Action: Personalized cadence with payment-math options
- · Outcome: Customer retained on next lease, buy, or trade
WORKFLOW 08
Just-Arrived Inventory Match
Notifies historical leads the moment matched inventory hits the lot.
HOW IT WORKS
- · Trigger: New inventory matches stored lead criteria
- · Action: Outreach with vehicle details + showroom invite
- · Outcome: Appointment or test-drive booked
WORKFLOW 09
Service-to-Sales Conversion
Captures the in-service upgrade conversation before the customer leaves the drive.
HOW IT WORKS
- · Trigger: Service appointment + equity / lease eligibility
- · Action: In-service upgrade conversation
- · Outcome: Sales rep notified, hand-off in person
WORKFLOW 10
Lowered Payment Reactivation
Re-engages past shoppers when market rates or incentives change the payment math.
HOW IT WORKS
- · Trigger: OEM incentive or rate drop detected
- · Action: Outreach with updated payment to past shoppers
- · Outcome: Reactivation and appointment booked
+ SALES & BDC DEPARTMENT LIBRARY
More workflows ready to activate.
Ready-to-deploy isn't the limit. The Sales & BDC Department section of the Workflow Library includes additional templates you can activate after onboarding:
● INTEGRATIONS
Plugs into what you already own.
LIVE
ROADMAP
● WHAT WE MEASURE
Platform target: Up to 35% lift in qualified appointments + same-customer repeat sales.
Range based on industry benchmarks + platform mechanics. Your numbers vary by lead flow, baseline, and store profile.
Lead response <5 min
21× more likely to qualify (LRM Study)
Industry median lead response
42 min
Lease-end customer loss without proactive outreach
40-50% (industry)
● HEAR IT IN ACTION
Listen to real Sales & BDC conversations from active dealerships — audio + transcripts, anonymized.
● RELATED DEPARTMENTS
Other departments DealerTasker runs.
Each department is fully functional standalone — or bundle all five as the Total Store Bundle and save 18%.
● TALK TO A HUMAN
See Sales & BDC Department on your data.
30-minute walkthrough on your actual lead flow and service data. We'll show you exactly where this package moves your numbers.
● HEAR IT FROM A DEALER
Reference calls available on request.
We don't publish named case studies until each dealer signs off on attribution. If you want to hear how DealerTasker is actually performing in a peer store, ask for a reference call — we'll arrange a 20-minute conversation with an active customer in your market or store group.