Find your lane

Follow-up apps for salespeople, by role.

A floor rep, a BDC agent, and a boat salesperson do not work the same day. Each page below is a follow-up workflow built for one specific seat: how Heat ranks your book, how Work My Book orders the day, how Rex drafts from your notes, plus copy-ready texts and answers to the questions people in that role actually ask.

By Eddie PonceUpdated September 21, 2026Eight roles

Start with your role.

Every page answers the question directly, then gives you the day-in-the-life workflow, real message templates, and role-specific questions. Use the material even if you never become a PocketRep customer.

How PocketRep thinks about follow-up
Use real context.

Vehicle, trade, objection, timing, ownership history, and the last conversation should shape the next touch.

Never invent urgency.

A customer deserves a real reason for the message. Do not fabricate price drops, availability, deadlines, programs, or events.

The rep stays in control.

PocketRep can organize and draft. Customer communication remains subject to consent, dealership policy, and the salesperson taking the send or call action.

Want the same context attached to your own customers?

PocketRep is a follow-up app built for the individual rep. Rex helps you decide who to work, why they matter now, and what to do next. You stay in control of every message.