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 BD's porter has been dispatched and is en route for vehicle pickup. Porter name, ETA, and vehicle details — so ID has the vehicle ready for inspection, test drive, and Off-Ramping Protocol sign-off.
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.