Automotive · Aftersales

New Owner Onboarding Sequence

Get new owners set up on the manufacturer app, service plan, and key contacts right after delivery.

Apps this needs

DMS Keyloop, CDK or DMS export for customers & appointments. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

How it works

  1. Agent triggers the onboarding sequence the day after delivery is logged in the DMS.
  2. Sends the manufacturer app activation link, service plan summary and key dealership contacts.
  3. Confirms app activation where the platform supports a status check, following up if not completed within a week.
  4. Logs onboarding completion to the CRM for new-owner lifecycle tracking.

Data sources

DMS delivery/sale record Manufacturer app activation status

What it targets

  • New owners completing onboarding Target 70%