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.
Warranty expiring
Andre Abboud via web-form
An equipment warranty is approaching expiration.
Recommended next action
Suggested channel: Email
Trade appraisal submitted
Avery Thompson via web-form
Customer submitted a trade-in for appraisal on a current vehicle.
Recommended next action
Suggested channel: SMS
Overdue cleaning
Hugo Mills via web-form
Patient is overdue for a recall cleaning by several months.
Recommended next action
Suggested channel: Email
Estimate submitted
Wesley Espinoza via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Vehicle detail viewed
Denise Abboud via web-form
Customer viewed a Silverado inventory page and used the payment calculator.
Recommended next action
Suggested channel: SMS
Seasonal reminder
Ethan Espinoza via web-form
Seasonal maintenance is due before peak demand.
Recommended next action
Suggested channel: Email
Treatment plan pending
Ethan Ramirez via web-form
An accepted treatment plan has not yet been scheduled.
Recommended next action
Suggested channel: Email
Lead form submitted
Marcus Romano via web-form
Customer submitted a new vehicle lead form from the website.
Recommended next action
Suggested channel: SMS
Missed call
Omar Sutton via web-form
Homeowner called about an urgent service need and was not reached.
Recommended next action
Suggested channel: Voice
Missed sales call
Denise Romano via web-form
Inbound sales call missed after hours.
Recommended next action
Suggested channel: Voice
Overdue cleaning
Omar Vasquez via web-form
Patient is overdue for a recall cleaning by several months.
Recommended next action
Suggested channel: Email
Insurance verification
Andre Nair via web-form
Patient opened and clicked an insurance verification reminder.
Recommended next action
Suggested channel: Email
Seasonal reminder
Wesley Silva via web-form
Seasonal maintenance is due before peak demand.
Recommended next action
Suggested channel: Email
Vehicle detail viewed
Paloma Vasquez via web-form
Customer viewed a Silverado inventory page and used the payment calculator.
Recommended next action
Suggested channel: SMS
Trade appraisal submitted
Maya Thompson via web-form
Customer submitted a trade-in for appraisal on a current vehicle.
Recommended next action
Suggested channel: SMS