1. Import Lead — Copy the FULL customer page from your CRM (VinSolutions, DealerSocket, etc.) and paste it. LotShift auto-detects name, phone, email, vehicle interest, visit notes, and communication history.

2. Draft Message — LotShift analyzes the situation (new lead, follow-up, gone silent, etc.) and generates a personalized text, email, or phone script. Choose your style and send.

3. Score Outcomes — When a customer replies, go to Outcomes and log whether they responded, set an appointment, or went cold. This trains your CTA intelligence over time.

4. Check Pipeline — See all your leads sorted by temperature (hot/warm/cold). Focus on Hot leads first — they're the ones most likely to buy this week.

5. Review Coaching — Check your response time, channel mix, and persistence stats. The Sales Playbook gives you scripts and objection handlers.

Every lead gets a score from 0–100 based on these factors:

• Recency — How recently you contacted them (biggest factor)
• Engagement — Have they replied? Set an appointment?
• Vehicle Interest — Do they have a specific vehicle in mind?
• Visit History — Have they been to the dealership?
• Touch Count — More follow-ups = higher persistence score

🔴 Hot (70-100) = Act now, high chance of closing
🟡 Warm (40-69) = Keep working, they're interested
🔵 Cold (1-39) = Needs re-engagement
⚪ Lost (0) = Bought elsewhere or dropped out

Import your lot inventory from vAuto, DealerSocket, or any DMS export (CSV, Excel, or PDF).

LotShift uses your inventory to:
• Match customers to vehicles on your lot
• Include specific stock details in messages
• Suggest alternatives when their first choice isn't available

You can import multiple files — they merge together. Used and new inventory combine into one searchable list. Duplicate stock numbers are updated rather than duplicated.

Performance — Response time, persistence (avg touches per lead), and channel breakdown (text vs email vs phone).

CTA Intelligence — After you score enough outcomes (10+), LotShift learns which call-to-action phrases get the best response rates from YOUR customers.

Trends — Weekly tracking of messages sent and response rates. Needs at least 2 weeks of data to show meaningful trends.

Sales Playbook — Ready-made scripts for objection handling, voicemail, follow-up sequences, and closing techniques. These work regardless of data — use them from day one.

• Paste the FULL CRM page — more data = better messages
• Score every outcome — this unlocks CTA intelligence and trend tracking
• Best times to reach out: Tue-Thu, 10am-12pm or 5-7pm for texts; 10am-11:30am for calls
• 80% of sales happen after touch #5 — don't give up after 2 attempts
• Use Rewrite to get different versions of a draft
• All data stays local — nothing is sent to the cloud, no analytics, no telemetry
• Import inventory regularly to keep vehicle matches current

Ctrl+V in Import — auto-pastes and parses CRM data
Enter in search fields — filters immediately
Esc — closes detail panels and modals