Signals
Inbound revenue and risk events
Inbound events that indicate revenue intent or risk. Each signal carries a recommended next action and a consent status.
Home services estimate request
Avery Thompson via web-form
Requested a central AC replacement estimate before summer demand.
Recommended next action
Suggested channel: SMS
New automotive lead
Marcus Holloway via web-form
Requested pricing on a new Silverado 1500 LT with a trade-in.
Recommended next action
Suggested channel: SMS
Missed sales call
Ethan Brooks via phone
Inbound call missed after hours. Customer previously replied STOP.
Recommended next action
Suggested channel: Human task
Service due reminder
Denise Carter via scheduler
Maintenance overdue by two months after a declined prior quote.
Recommended next action
Suggested channel: Voice
Email engagement
Priya Nair via email
Opened recall reminder twice and clicked the scheduling link.
Recommended next action
Suggested channel: Email
Dental recall opportunity
Priya Nair via third-party
Cleaning overdue by 7 months with an unscheduled treatment plan.
Recommended next action
Suggested channel: Email
Legal intake consultation request
Jordan Mills via web-form
Requested a consultation. SMS consent is not yet captured.
Recommended next action
Suggested channel: Human task
Appointment cancellation
Linda Vasquez via scheduler
Cancelled annual visit. Content is medical sensitive and needs review.
Recommended next action
Suggested channel: Human task
Treatment plan pending
Linda Delgado via web-form
An accepted treatment plan has not yet been scheduled.
Recommended next action
Suggested channel: Email
Referral received
Nina Marsh via web-form
A partner referral opened and clicked the intake follow-up.
Recommended next action
Suggested channel: Email
Service due
Tara Sutton via web-form
Vehicle is overdue for scheduled maintenance.
Recommended next action
Suggested channel: Email
Estimate submitted
Russell Romano via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Renewal approaching
Bianca Carter via web-form
An active policy renewal is due within two weeks.
Recommended next action
Suggested channel: Email
Consultation request
Diego Mills via web-form
Prospective client requested an initial consultation.
Recommended next action
Suggested channel: Human task
Missed call
Avery Khan via web-form
Homeowner called about an urgent service need and was not reached.
Recommended next action
Suggested channel: Voice