Ehrenberg-Bass Institute research estimates that up to 95% of business buyers are not in the market at any given time, and brands win later by staying remembered until buyers are ready. (Ehrenberg-Bass Institute)
What triggers it
You (or a teammate) enroll contacts by hand — one at a time from the contact record, or in bulk from a list. Nothing fires until you say so.
The walk-through
Here's the shape of it — every step visible on the canvas, every delay yours to change:
- An email goes out — carrying the required unsubscribe link, like every email the platform sends.
- 7 days later, an email goes out — carrying the required unsubscribe link, like every email the platform sends.
- 14 days later, a booking invitation goes out over text and email so they can pick a time on your calendar themselves — the text side is consent-gated and queues in Approvals first.
- 30 days later, an email goes out — carrying the required unsubscribe link, like every email the platform sends.
- 60 days later, an email goes out — carrying the required unsubscribe link, like every email the platform sends.
- 90 days later, an email goes out — carrying the required unsubscribe link, like every email the platform sends.
How it stops
This one runs in nurture mode: a reply doesn't end it, so one “thanks!” can't cancel months of planned touches — though every individual send still passes its own consent and frequency checks. It exits the moment an appointment is booked — checked before every step, so nobody gets a “just checking in” after the goal is already met. And if they text STOP, everything halts instantly. That's a compliance rule, not a setting.
The rails
Every touch in this workflow runs on the same rails as everything else in Sales Team Toolbox:
- Consent first. Texts and calls go only to contacts with prior express consent on file. No consent, no send — no exceptions.
- The Approvals inbox. AI-drafted texts and calls queue for your approval before anything goes out, until you deliberately switch a step to auto-approve.
- STOP always wins. One opt-out halts every workflow for that contact, instantly. It is not a setting you can turn off.
- Quiet hours and send-fatigue limits. Touches respect calling hours and per-contact frequency caps.
- An unsubscribe link in every email. Standard, always.
The fine print lives in the compliance FAQ.
You don't import this. Pick Auto Sales at signup and this workflow — plus 6 more — installs itself before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.
The rest of the Auto Sales suite
Under the hood
Every step above is a node on a visual canvas you can open and edit. Read how workflows run, the node reference, your niche suite, and Autopilot & Agent Goals (Autopilot is included on the Pro and Agency plans).
See where this fits in the platform: the full product tour →