Your leads contacted.
You stay focused on selling.

Getting set up: 6 steps, in this order

This is the whole sequence, start to finish. Approval can take minutes, and the part that takes you the longest is choosing your mode and entering your own logins.

1. 1
   📋

   Sign up, which means choosing your membership

   Signing up is choosing the membership you want. You pick the plan, you create the account, and that is one step, not two. Every plan includes the full JOEY system.

2. 2
   🎯

   Onboarding, then approval

   Onboarding is where you tell JOEY your name, your tone (direct, friendly, professional), your signoff, and the schedule you want JOEY to work. Then your account goes through approval. Approval can take minutes.

3. 3
   🧩

   Choose your mode of operation

   Your mode is how JOEY actually does its work. The VPS is the mode of operation available today. The Chrome extension is coming soon. See the section below for what the VPS is.

4. 4
   🔐

   You enter your own credentials and secrets

   You put in your own logins yourself, directly into the VPS through the remote viewing tool. You type them, not us.

5. 5
   ▶️

   JOEY kicks off on your schedule

   JOEY starts on the schedule you entered during onboarding. You do not have to launch it each morning. It begins at the time you set and works from there.

6. 6
   ⚙️

   You control everything from the JOEY dashboard

   The dashboard is the control room: the JOEY aggressiveness, the auto dialer, and the rest of the settings. Change them while JOEY is running and the change takes effect from there.

Your mode of operation

Your mode is how JOEY does its work. The VPS is the mode of operation available today, and the default. The Chrome extension is coming soon. In the VPS, you enter your own credentials and secrets yourself.

Your daily flow with JOEY

You just come in to work. JOEY organizes around your schedule and stops working when you start, and it turns itself off at the end time you set.

• 🚪
  You just come in to workJOEY organizes itself around your schedule and stops working when you start. You do not clock it in or hand it a list.
• ⏱️
  Set the schedule about 15 minutes after you arriveThis is our own recommendation, not a rule. Setting JOEY to start roughly 15 minutes after you get in gives you time to get set up, and it absorbs the days you run a little late.
• 🔎
  Check the work JOEY didLook at your CRM workplan page or history page, or use the tools in the JOEY dashboard, which also show the outgoing activity.
• 🎚️
  Control the settings liveThe aggression dial and the other dashboard controls change how hard JOEY is working, while it is working.
• 📞
  Turn the auto dialer on and off as you need itTurn it on when you want calls coming to you. Turn it off when a customer is at your desk, or any other time you need quiet.
• 🌙
  JOEY turns itself off at the end of the dayAt the end time you set, JOEY shuts its own work down. There is nothing to remember at close.

The First Contact Ritual

Every new lead triggers a 6-step ritual that runs automatically, in order, within minutes. Nothing is skipped. This is the sequence that books appointments.

1. 1

   Leave the first CRM noteAuto

   JOEY opens the lead in your CRM and leaves a structured note. For ICO (instant cash offer) leads it extracts the vehicle details, offer amount, and customer info from the KBB link and logs everything to the knowledgebase. This data powers every step that follows. For sales leads it logs the inquiry details. The note establishes a paper trail from the first second.

2. 2

   Lock-in noteAuto

   A second internal note signals that JOEY owns this lead and has started the ritual. This prevents double-outreach if another salesperson or system touches the same lead.

3. 3

   Compliance opt-in textAuto

   JOEY sends the required TCPA opt-in text: "May I text you? Reply YES to confirm." No further texts go out until the customer replies YES. Every send is compliant.

4. 4

   Personalized first emailAuto

   The email is built from the actual data extracted in step 1: the customer's name, their specific vehicle, the real offer amount. Not a blank template. Not a generic "thanks for your interest" blast. A real, personal message that references the exact car they asked about.

5. 5

   Call routed to your phoneAuto

   JOEY places a call and routes it directly to your desk or mobile. The lead calls YOU instead of you chasing them. You pick up and you are already the first person they spoke to. If you miss it, JOEY leaves a voicemail and logs the call in the CRM. You can configure whether it rings your desk phone or your mobile.

6. 6

   Final note: "send video now"Your only task

   JOEY leaves a note on the lead that says "send vid now @YourName" so you see it in your CRM. A quick personalized video from you is the single highest-converting touch you can make. JOEY sets everything up; your job is to record and send that video. That is the one thing only you can do.

The Reactivator

Most leads do not buy on day one. The Reactivator is JOEY's lead re-engagement engine. It mines your existing pipeline and keeps every lead warm until they are ready to move.

The CRM Auto Dialer

Turn the auto dialer on from your dashboard when you want calls. JOEY works through your lead list and routes each call directly to you, one by one, hands-free. Turn it off when a customer is at your desk, or any other time you need it quiet.

• 📞
  Dials leads one by oneJOEY works through your assigned lead list in priority order and routes each call to your desk phone or mobile. You pick up and you are live with the lead immediately. No manual dialing, no copy-pasting numbers.
• 🔍
  Detects if you are still on a callJOEY monitors whether your line is busy. If you are mid-conversation, JOEY waits and only starts the timer for the next dial after your current call ends. No overlap, no interruptions, no missed context.
• ⏰
  Configurable interval between callsSet the cadence in your dashboard. Default is one new lead call per minute, giving you time to take notes and breathe between dials. You can tighten it to 30 seconds or stretch it to 3 minutes depending on your style.
• 📱
  Desk phone or mobileConfigure your preferred routing from the dashboard. Send calls to your dealership desk extension or your personal cell. Switch anytime, takes effect immediately.
• 📝
  Default outcome: leave voicemail and log the callIf a lead does not pick up, JOEY leaves a voicemail and logs the call in your CRM automatically. The log includes the timestamp, the outcome, and what was said. No manual note required.
• 💬
  "Start conversation" modeSwitch the dialer to Start Conversation mode. In this mode, when a lead picks up, JOEY automatically logs the call and leaves a note in the CRM so you can focus on talking without stopping to type. After the call ends, the summary is already there.

Conversational AI, not templates

This is the single most important technical difference between JOEY and every other follow-up tool on the market.

20+ Phases

JOEY runs on a phase engine. Each phase is a distinct type of outreach or action. Phases run in sequence and in parallel, intelligently, based on your lead list and what each lead needs next.