Confirms EVL received the trade-in evaluation. Sets expectations. Reinforces the EXPRESS brand — we're on it 24/7.
VEHICLE SEARCH ACTIVATED
⚡ AUTO-SEND
EMAILTEXTCUSTOMER
⏱ TRIGGER: Customer submits vehicle finder form
Confirms active search. Outlines express timeline. Sets 24/7 availability expectation. No negative language.
VEHICLE MATCH FOUND
MANUAL SEND
EMAIL + TEXTCUSTOMER
⏱ TRIGGER: EVL locates matching vehicle
Express notification that a matching vehicle has been found. Includes YMM, price, and next steps. Urgency without pressure.
VEHICLE HOLD CONFIRMED
⚡ AUTO-SEND
EMAILCUSTOMER
⏱ TRIGGER: Deposit received and confirmed
Confirms vehicle is held. States hold expiration (48hr local / 72hr out-of-state). Payment instructions. No delivery without full payment reminder.
TRADE-IN OFFER RECEIVED
MANUAL SEND
EMAIL + TEXTCUSTOMER
⏱ TRIGGER: Dealer submits bid on trade-in
Presents dealer offer with market context. No pressure language. Customer retains full decision authority. Competitive bid transparency.
DEAL STRUCK — WORKSHEET SENT
⚡ AUTO-SEND
EMAILCUSTOMER
⏱ TRIGGER: Price agreement reached
Sends worksheet with all numbers — selling price, dealer adds, fees, taxes, credits. Full transparency. No skull-duggery.
DELIVERY PREP — THE 5 W's
MANUAL SEND
EMAILCUSTOMER
⏱ TRIGGER: 24-48hrs before delivery appointment
What to bring (checkbook, DL, insurance), what to expect (walkaround, test drive, business office), title verification checklist. Sets the customer up for success.
POST-DELIVERY FOLLOW-UP (DAY 1)
⚡ AUTO-SEND
TEXTCUSTOMER
⏱ TRIGGER: 24 hours after delivery
Quick check-in. Confirms everything is great. Opens door for any questions. Warm, personal — not a survey. Builds relationship.
30-DAY CSI & REFERRAL REQUEST
⚡ AUTO-SEND
EMAILCUSTOMER
⏱ TRIGGER: 30 days after delivery
Customer satisfaction check. Referral ask. Google review request. Electronic Glove Box reminder if subscribed. Warm, conversational tone.
EQUITY MINING — UPGRADE NUDGE
MANUAL SEND
EMAILCUSTOMER
⏱ TRIGGER: 6-month equity review milestone
Data-driven outreach when customer's vehicle has positive equity position. Market timing, trade-in value snapshot. No pressure — just data.
🏪 BD Lane (Buying Dealer)
8 Templates
TRADE CARD SUBMISSION
MANUAL SEND
EMAILBD DEALER
⏱ TRIGGER: Trade card generated, ready for bid
Sends the EVL Trade Card to the BD's UC Manager. Includes market intelligence, inventory fit data, and bid instructions. Professional, data-driven.
BID REMINDER — EXPIRING SOON
⚡ AUTO-SEND
EMAIL + TEXTBD DEALER
⏱ TRIGGER: 2 hours before bid window closes
Urgent but professional reminder. States exact expiration time. Reminds of competitive bid process. Creates urgency without pressure.
BID ACCEPTED — DEAL CONFIRMED
⚡ AUTO-SEND
EMAILBD DEALER
⏱ TRIGGER: Customer accepts BD offer
Confirms deal. Includes vehicle details, agreed ACV, payment instructions, and porter pickup coordination next steps.
PORTER DISPATCH NOTICE
⚡ AUTO-SEND
EMAIL + TEXTBD DEALER
⏱ TRIGGER: Porter dispatched from ID lot
Notifies BD that vehicle is in transit. Porter name, ETA, vehicle details. Confirms BD receiving contact and location.
VEHICLE DELIVERED TO BD LOT
⚡ AUTO-SEND
EMAILBD DEALER
⏱ TRIGGER: Porter confirms delivery
Delivery confirmation with timestamp. Odometer at delivery. Any condition notes. Payment due reminder if not yet received.
PAYMENT DUE REMINDER
⚡ AUTO-SEND
EMAIL + TEXTBD DEALER
⏱ TRIGGER: 4 hours before payment deadline
Professional payment reminder. Wire instructions. No delivery without confirmed funds. States exact deadline time.
NEW UNIT AVAILABLE ALERT
MANUAL SEND
EMAIL + TEXTBD DEALER
⏱ TRIGGER: New trade-in matches BD inventory needs
Proactive alert to BD dealers whose inventory profile matches an incoming trade. First-mover advantage. Brief, punchy, data-forward.
QUARTERLY SCORECARD REPORT
⚡ AUTO-SEND
EMAILBD DEALER
⏱ TRIGGER: End of quarter
Dealer performance summary — response time, bid acceptance rate, payment speed, deal count. Positive framing. Includes next quarter opportunities.
🚗 ID Lane (Independent/Selling Dealer)
6 Templates
EVL DEALER INTRODUCTION / PROPOSAL
MANUAL SEND
EMAILID DEALER
⏱ TRIGGER: New dealer prospect outreach
Cold outreach to prospective ID partners. EVL value proposition, hub system explanation, aged unit targeting benefit, and call-to-action to join the network.
AGED UNIT ACQUISITION OUTREACH
MANUAL SEND
EMAIL + TEXTID DEALER
⏱ TRIGGER: Unit identified as 60+ days on lot
Targets UC Manager on specific aged unit. References days on lot (without negative connotation). EVL offer to move the unit quickly. Data not emotion.
PORTER PICKUP SCHEDULED
⚡ AUTO-SEND
EMAIL + TEXTID DEALER
⏱ TRIGGER: Porter assigned and dispatched
Notifies ID that EVL porter is en route for vehicle pickup. Porter name, ETA, vehicle details, and who to release the vehicle to.
PAYMENT CONFIRMATION TO ID
⚡ AUTO-SEND
EMAILID DEALER
⏱ TRIGGER: Wire/payment confirmed received
Confirms payment has cleared. Includes reference number, amount, and deal summary. Professional closure communication.
DEAL RECAP — TRANSACTION COMPLETE
⚡ AUTO-SEND
EMAILID DEALER
⏱ TRIGGER: All parties confirm completion
Full deal summary to ID. Vehicle, ACV, payment, timestamps. Relationship-building close — thanks ID for partnership, invites future deals.
NETWORK PARTNER INVITE
MANUAL SEND
EMAILID DEALER
⏱ TRIGGER: After successful first transaction
Invitation to join the EVL dealer network as a preferred partner. Ongoing deal flow, priority notifications, and EVL hub system access.
⚙️ Internal Communications
4 Templates
DAILY DEAL STATUS LOG
⚡ AUTO-SEND
EMAILINTERNAL
⏱ TRIGGER: Daily at 8:00 AM
Internal morning briefing. All active deals, pending bids, outstanding payments, and porter assignments. EVL command center summary.
PORTER ASSIGNMENT NOTICE
MANUAL SEND
TEXTTO PORTER
⏱ TRIGGER: Porter assigned to pickup
Instructions to porter. Vehicle details, pickup address, delivery address, contact names, and what documents to bring.
MONTHLY REVENUE REPORT
⚡ AUTO-SEND
EMAILINTERNAL
⏱ TRIGGER: 1st of each month
Monthly gross summary by revenue bucket. Deal count, average gross, pipeline value. Internal only — not shared with customers or dealers.
DEAL ALERT / ESCALATION
MANUAL SEND
EMAIL + TEXTINTERNAL
⏱ TRIGGER: Issue requiring immediate attention
Internal escalation for payment delays, vehicle condition disputes, porter no-shows, or any deal-threatening situation. Clear action required format.