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.
Overdue cleaning
Devin Frost via web-form
Patient is overdue for a recall cleaning by several months.
Recommended next action
Suggested channel: Email
Renewal approaching
Renee Espinoza via web-form
An active policy renewal is due within two weeks.
Recommended next action
Suggested channel: Email
Website intake
Camila Castillo via web-form
Prospective client submitted a website intake form.
Recommended next action
Suggested channel: Email
Website intake
Priya Romano via web-form
Prospective client submitted a website intake form.
Recommended next action
Suggested channel: Email
Lead form submitted
Wesley Whitaker via web-form
Customer submitted a new vehicle lead form from the website.
Recommended next action
Suggested channel: SMS
Renewal approaching
Hannah Hale via web-form
An active policy renewal is due within two weeks.
Recommended next action
Suggested channel: Email
Seasonal reminder
Lena Thompson via web-form
Seasonal maintenance is due before peak demand.
Recommended next action
Suggested channel: Email
Referral received
Paloma Castillo via web-form
A partner referral opened and clicked the intake follow-up.
Recommended next action
Suggested channel: Email
Seasonal reminder
Maya Marsh via web-form
Seasonal maintenance is due before peak demand.
Recommended next action
Suggested channel: Email
Missed appointment
Lena Chen via web-form
Patient missed a scheduled hygiene appointment.
Recommended next action
Suggested channel: SMS
Trade appraisal submitted
Grace Bauer via web-form
Customer submitted a trade-in for appraisal on a current vehicle.
Recommended next action
Suggested channel: SMS
Overdue cleaning
Carlos Donovan via web-form
Patient is overdue for a recall cleaning by several months.
Recommended next action
Suggested channel: Email
Quote requested
Priya Chen via web-form
Prospect requested an auto and home bundle quote.
Recommended next action
Suggested channel: SMS
Service due
Jordan Petrov via web-form
Vehicle is overdue for scheduled maintenance.
Recommended next action
Suggested channel: Email
Estimate submitted
Sofia Reyes via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS