THE ROAD
TO THE SALE
Sales performance, leadership accountability, and floor execution in one operating manual. An aggressive 7-day cadence to maximize engagement while the lead is hot.
- →44+ touches across 7 days
- →Customer responds → automation stops
- →Salesperson takes over manually
- →No messages outside 8 AM – 8 PM
- →Engage leads before they go cold
- →Build value, not just quote price
- →Introduce the Boswell Advantage early
- →Transition gracefully to newsletter
- →Assign lead stage (Hot / Warm / Nurture)
- →Enter Sam Boswell Newsletter
- →Sends 1st and 15th monthly
- →Tekion allocation: 10K emails/mo
Phone Lead Handling
Separate cadence for inbound phone leads — higher intent, faster response.
SLA & Lead Routing
Response time expectations, round-robin reassignment, and after-hours protocol.
Newsletter & Compliance
Day 8+ newsletter content rotation and CAN-SPAM/TCPA compliance.
Tools & Integrations
Concierge Tool, TradePending, and appointment confirmation logic.
Sales Programs
Boswell Advantage and Advanced Equity Program — what they are and how to present them.
Leadership Commitment
Strategic alignment sign-off — Value at Stake and General Manager acknowledgment.
General Manager Alignment
Formal FMX ownership charter with initiative acceptance and dual signatures.
Mandates & Visibility
Directive tracking, daily visibility reporting, weekly pulse review, and 90-day scorecard.
Compliance & Escalation
Say/Do tracking, FMX scoring, resistance logging, and DP escalation brief.