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
Jordan Thompson via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Referral received
Sofia Park via web-form
A partner referral opened and clicked the intake follow-up.
Recommended next action
Suggested channel: Email
Missed appointment
Sofia Petrov via web-form
Patient missed a scheduled hygiene appointment.
Recommended next action
Suggested channel: SMS
Referral received
Trevor Romano via web-form
A partner referral opened and clicked the intake follow-up.
Recommended next action
Suggested channel: Email
Referral received
Trevor Donovan via web-form
A partner referral opened and clicked the intake follow-up.
Recommended next action
Suggested channel: Email
Trade appraisal submitted
Jordan Khan via web-form
Customer submitted a trade-in for appraisal on a current vehicle.
Recommended next action
Suggested channel: SMS
Warranty expiring
Yusuf Castillo via web-form
An equipment warranty is approaching expiration.
Recommended next action
Suggested channel: Email
Trade appraisal submitted
Sofia Chen via web-form
Customer submitted a trade-in for appraisal on a current vehicle.
Recommended next action
Suggested channel: SMS
Missed appointment
Avery Ramirez via web-form
Patient missed a scheduled hygiene appointment.
Recommended next action
Suggested channel: SMS
Warranty expiring
Denise Vasquez via web-form
An equipment warranty is approaching expiration.
Recommended next action
Suggested channel: Email
Trade appraisal submitted
Denise Abboud via web-form
Customer submitted a trade-in for appraisal on a current vehicle.
Recommended next action
Suggested channel: SMS
Seasonal reminder
Wesley Espinoza via web-form
Seasonal maintenance is due before peak demand.
Recommended next action
Suggested channel: Email
Insurance verification
Hugo Mills via web-form
Patient opened and clicked an insurance verification reminder.
Recommended next action
Suggested channel: Email
Service due
Marcus Romano via web-form
Vehicle is overdue for scheduled maintenance.
Recommended next action
Suggested channel: Email
Missed appointment
Omar Vasquez via web-form
Patient missed a scheduled hygiene appointment.
Recommended next action
Suggested channel: SMS