The Method

Retention, automated. The conversation, not the campaign.

Four warranty states. Three intelligent touches. The system runs them on its own — paced so customers feel served, not chased.

Four pillars
01
In Window

Comprehensive expired, powertrain still active — the window every other CRM drops. The conversation lands naturally, and the automation knows when.

02
Ready

Comp expiring within ~60 days. The system reaches out before the lapse — not after.

03
Upcoming

3–12 months remaining. A light awareness touch, paced so the customer never feels chased.

04
Long-Term

12+ months remaining. The system holds them; nobody on the floor has to remember.

Three touches
1
Cold text

An automated, dealership-branded text naming the customer’s specific warranty situation. If they’re interested, they reply — and the next step fires automatically.

2
Pricing page

A personalized, dealer-branded pricing page — coverage, pricing, payment plans, terms, all up front. Nothing to ask for, no drip sequence, no hidden next step.

3
Human handoff

When the customer signals real intent, the conversation routes to your F&I manager. They close — they don’t chase.

The next step

See it on your own book.

In the demo we walk the exact pipeline. In week one of onboarding, your own customer base is in it — however messy the export. Cleaning it is our job.