AI CRM Assistant for Auto Dealer Lead Management

LLM • PRODUCT CONCEPT

Designed an intelligent assistant workflow to automate lead qualification, follow-up prioritization, and appointment scheduling for automotive dealerships—reducing lead drop-off and improving response discipline.

5 core workflows 60–70% less manual follow-up <48h lead contact SLA

Solution Design

  • Mapped 5 workflows: new lead intake, follow-up reminders, no-show recovery, trade-in valuation, and test-drive scheduling
  • Designed prompt templates with guardrails for brand voice consistency and compliance
  • Defined CRM integration points (lead tables, activity logs, customer notes)
  • Outlined lead scoring logic based on urgency, vehicle interest, and engagement signals

Business Value

  • Reduces manual follow-up time by 60–70% for sales teams
  • Enforces a <48 hour no-contact rule to prevent lead decay
  • Standardizes messaging quality across staff and channels
Tools: LLM workflow design, Prompt engineering, CRM mapping Domain: Automotive Sales Ops
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