GAP Industries field worksheet

Dealership Lead Follow-Up Control Sheet

Score the operating path before selecting an automation. Mark each item 0, 1, or 2, then record the evidence and the accountable owner.

Read the workflow guide

Scoring: 0 = undefined or not reliable · 1 = partly defined or inconsistently followed · 2 = defined, followed, and evidenced.

01Source capture. Every lead source records source, timestamp, unit or request, and available consent context.0 1 2

02Duplicate control. The team has a documented rule for recognizing, merging, and preserving duplicate inquiries.0 1 2

03Assignment. Every active lead has one visible owner or accountable queue and a due time.0 1 2

04Valid attempt. The business has defined what counts as a contact attempt by channel and what evidence is recorded.0 1 2

05Next action. Every open lead carries a specific next action, owner, and due time.0 1 2

06Customer context. Needs, timing, unit context, open questions, and channel history remain available at handoff.0 1 2

07Appointment definition. Scheduled, confirmed, arrived, missed, and rescheduled are distinct and consistently recorded.0 1 2

08Escalation. Price, compliance, sentiment, inventory, and manager exceptions have named routes and owners.0 1 2

09Consent and stop rules. Channel permission, disclosure, opt-out, do-not-contact, and automation stop conditions are explicit.0 1 2

10Disposition. Closed leads use a defined reason set that managers can review and trust.0 1 2

11Manager visibility. Reports show stale work, exceptions, time standards, missing next actions, and source quality.0 1 2

12Measurement integrity. Metric definitions, baseline period, exclusions, and data-quality limitations are documented.0 1 2

Total score

_____ / 24

Lower scores do not automatically mean “buy automation.” They identify where the operating definition needs work.

First workflow candidate

____________________

Choose the smallest commercially important path with a clear owner, observable evidence, and manageable risk.

Gap	Evidence today	Accountable owner	Next decision

This worksheet is educational and does not constitute legal, compliance, cybersecurity, or business-outcome advice. Do not write customer data, credentials, payment information, or other sensitive records on this sheet.

Review the result

Use the score to choose one bounded next step.

GAP Industries can assess the current workflow and define a decision-ready path before implementation.

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