The Flow

From Sign-up to
Closing Cars

Nine steps. The same flow every successful client follows — start to scale.

Built to Compound

Each step feeds the next. By step 4 you have automated lead recovery; by step 8 you have an end-to-end buying machine.

01

Sign Up & Set Up Your Quote Form

Create your account in 60 seconds — no credit card required. Configure your pricing rules, customize colors and branding, then copy one line of embed code onto your website. Live in under 5 minutes.

  • Create account, set your service area, and configure scrap pricing
  • Embed one line of code on WordPress, Wix, Squarespace, Shopify, or any HTML site
  • Optional: complete the guided 7-step onboarding wizard for AI-powered setup advice

Embed it anywhere

<quote-widget data-site="YOUR-SITE-ID"></quote-widget>

The widget loads in under 2 seconds, on any device.

NEW LEAD · LIVE
2014 Honda Civic LX
120k–200k km · runs · clean title
Quote$420
SourceGoogle · paid
02

Visitors Get Instant Quotes On Your Website

Visitors enter their vehicle details, get an instant cash offer, and submit their contact info. Every lead lands in your dashboard with vehicle, condition, agreed price, source, and pickup window.

  • Email + SMS alert the moment a lead converts
  • Premium vehicle detection flags BMW/Audi/Mercedes
  • UTM, GA4, Google Ads & Meta Pixel events fire automatically
03

AI Phone Agent Answers Calls 24/7

43% of cash-for-cars calls come in after-hours. The AI Phone Agent answers 24/7 — greeting callers by your business name, qualifying the vehicle, providing a quote on the call, and booking the pickup.

  • Local number in your area code (US, CA, UK, AU, NZ)
  • Same pricing engine as the widget
  • Books pickups straight to dispatch · Email + transcript after every call

The handoff

Forward your existing line, or use the AI's local number as your primary. Either way, no missed calls — and every call becomes a structured lead.

Included from the Business plan ($297/mo) — 200 minutes.

3-message sequence

Hour 1: Quote & offer to schedule

Day 2: Warm re-engage

Day 5: Last-call scarcity

Every text includes a unique offer link. Read the full breakdown →

04

SMS Follow-Up Brings Back Cold Leads

Most cold leads aren't dead — they're distracted. An automated 3-message text sequence recovers 25–35% of leads that would otherwise vanish.

Included from the Pro plan ($97/mo) — 300 SMS/month.

05

AI Calls Follow Up On Warm Leads

Click "AI Call" on any lead. The AI dials the customer from your phone number, references their vehicle and offer, and tries to close — saving the transcript and tracking the outcome.

  • One-click from any lead in the dashboard
  • Transcript and outcome saved automatically
  • Smart limits: max 2 attempts, 4-hour cooldown, 9am–8pm only
  • Customizable script in settings

"Hi John, calling about your 2015 Sierra..."

The AI references the customer by name, references the vehicle, references the offer. It feels like a real follow-up call — because it is.

Included from the Business plan.

Beautiful, no-login offer page

Pricing breakdown, vehicle details, your branding. 7-day countdown timer. The customer accepts and books pickup right from their phone.

Conversion event fires the moment they accept — Google Ads, GA4, Meta Pixel.

06

Customer Accepts Via Unique Offer Link

Every quote generates a unique link that goes out via SMS and email. The customer can come back any time, see the offer, and accept it — no login, no friction.

Available on every plan, including Starter.

07

Assign A Driver From Your Dashboard

Once a customer accepts, the pickup appears on your Kanban dispatch board. Click any driver to assign — they get a text with the address and a one-tap link to their pickups list.

Included from the Business plan — unlimited drivers, no per-seat fees.

Pending → Assigned → In Progress → Complete

A clean Kanban board for every pickup. Real-time status across the fleet. Stop chasing drivers on WhatsApp.

See Driver & Dispatch →

Cloud photo storage (R2)

Driver photos upload to Cloudflare R2 — fast global CDN delivery, zero VPS disk pressure. Customer also gets real-time SMS updates: "Your driver is on the way!"

Payment method tracked: cash, e-transfer, or check.

08

Driver Picks Up, Photographs & Confirms Payment

No App Store download. Drivers open a link, type a 4-digit PIN, navigate to the pickup, photograph the vehicle, and confirm payment. Every step time-stamped, photographed, and back in your dashboard live.

09

Analytics Show You What's Working

KPI cards, conversion funnel, lead source breakdown, top vehicles, scrap-vs-market track split. When you're ready to scale, bolt on SEO, PPC, and Google Business Profile management — or jump to Enterprise.

  • 4 KPI cards: Quotes, Leads, Conversion Rate, Avg Offer
  • Conversion funnel by traffic source (UTM, GA4, Google Ads)
  • SEO from $799/mo · PPC from $399/mo · GBP from $199/mo
  • Or Enterprise — everything bundled at $1,499/mo

When platform meets agency

Once the platform is humming, layer paid & organic traffic to fill the funnel. Most clients double their volume within 90 days of adding services.

See pricing →
Further Reading

Start the Flow Today

Free plan. No credit card. Step 1 takes 60 seconds.