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.
Missed appointment
Lena Bauer via web-form
Patient missed a scheduled hygiene appointment.
Recommended next action
Suggested channel: SMS
Warranty expiring
Russell Holloway via web-form
An equipment warranty is approaching expiration.
Recommended next action
Suggested channel: Email
Treatment plan pending
Hugo Donovan via web-form
An accepted treatment plan has not yet been scheduled.
Recommended next action
Suggested channel: Email
Warranty expiring
Lena Ramirez via web-form
An equipment warranty is approaching expiration.
Recommended next action
Suggested channel: Email
Trade appraisal submitted
Wesley Whitaker via web-form
Customer submitted a trade-in for appraisal on a current vehicle.
Recommended next action
Suggested channel: SMS
Recall notice
Grace Bauer via web-form
An open safety recall applies to the customer vehicle.
Recommended next action
Suggested channel: Email
Missed appointment
Carlos Donovan via web-form
Patient missed a scheduled hygiene appointment.
Recommended next action
Suggested channel: SMS
Referral received
Lena Petrov via web-form
A partner referral opened and clicked the intake follow-up.
Recommended next action
Suggested channel: Email
Missed sales call
Jordan Petrov via web-form
Inbound sales call missed after hours.
Recommended next action
Suggested channel: Voice
Trade appraisal submitted
Omar Abboud via web-form
Customer submitted a trade-in for appraisal on a current vehicle.
Recommended next action
Suggested channel: SMS
Estimate submitted
Priya Okafor via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Treatment plan pending
Jordan Romano via web-form
An accepted treatment plan has not yet been scheduled.
Recommended next action
Suggested channel: Email
Service due
Jordan Marsh via web-form
Vehicle is overdue for scheduled maintenance.
Recommended next action
Suggested channel: Email
Referral received
Tara Bauer via web-form
A partner referral opened and clicked the intake follow-up.
Recommended next action
Suggested channel: Email
Recall notice
Paloma Mills via web-form
An open safety recall applies to the customer vehicle.
Recommended next action
Suggested channel: Email