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.
Estimate submitted
Linda Mills via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Insurance verification
Denise Carter via web-form
Patient opened and clicked an insurance verification reminder.
Recommended next action
Suggested channel: Email
Consultation request
Trevor Donovan via web-form
Prospective client requested an initial consultation.
Recommended next action
Suggested channel: Human task
Missed sales call
Jordan Khan via web-form
Inbound sales call missed after hours.
Recommended next action
Suggested channel: Voice
Treatment plan pending
Grace Espinoza via web-form
An accepted treatment plan has not yet been scheduled.
Recommended next action
Suggested channel: Email
Missed agent call
Felix Park via web-form
Policyholder missed a scheduled agent call.
Recommended next action
Suggested channel: Voice
Warranty expiring
Priya Petrov via web-form
An equipment warranty is approaching expiration.
Recommended next action
Suggested channel: Email
Renewal approaching
Paloma Silva via web-form
An active policy renewal is due within two weeks.
Recommended next action
Suggested channel: Email
Lead form submitted
Sofia Chen via web-form
Customer submitted a new vehicle lead form from the website.
Recommended next action
Suggested channel: SMS
Missed appointment
Hannah Hale via web-form
Patient missed a scheduled hygiene appointment.
Recommended next action
Suggested channel: SMS
Estimate submitted
Yusuf Castillo via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Website intake
Denise Holloway via web-form
Prospective client submitted a website intake form.
Recommended next action
Suggested channel: Email
Missed appointment
Curtis Frost via web-form
Patient missed a scheduled hygiene appointment.
Recommended next action
Suggested channel: SMS
Overdue cleaning
Avery Ramirez via web-form
Patient is overdue for a recall cleaning by several months.
Recommended next action
Suggested channel: Email
Missed call
Denise Vasquez via web-form
Homeowner called about an urgent service need and was not reached.
Recommended next action
Suggested channel: Voice