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Quick answer · Leasing
How to automate customer contact in leasing?
Last updated:
TL;DR
Automate customer contact in leasing with four flows: welcome (day 0-14), quarterly check-in, 90-day expiry flow with new car offer, and win-back flow 6-12 months after expiry. Trigger on contract date — not on the salesperson's memory. CARRUSLiNK has all four flows out of the box.
Key facts
- Welcome flow day 0, 7, 14 after delivery
- Quarterly NPS + check-in via SMS
- 90-day flow before expiry: SMS, salesperson task, new car proposal
- Win-back flow 6 and 12 months after expiry if not re-leased
- Trigger on contract date — not manual list
- MitID signing for renewal
See the four automated flows live with your own contract data.