Lead Intelligence
Daniel Harris
Phone
07700 900389
daniel.harris@icloud.com
AI Sales Action Plan
What to do next with this lead
Internal — salesperson only · Qualified lead
WARM
Several buying signals present, but no visit or test drive yet.
Lead summary
Daniel Harris is looking for a Mercedes-AMG G63, budget £145,000, finance with a £40,000 deposit, part exchange (Porsche Cayenne Turbo), timeframe Within 30 days.
Recommended next action
Obtain the part-exchange registration so the valuation can be prepared.
The part exchange is confirmed but there is not enough detail to value it.
Why this is a good lead
- Specific vehicle identified — Mercedes-AMG G63
- Budget provided — £145,000
- Finance required — funding conversation already open
- Deposit indicated — £40,000
- Part exchange present — committed to changing car
- Buying soon — Within 30 days
- Contactable — direct details captured
Customer priorities
Sales talking points
- Walk through which Mercedes-AMG G63 examples sit within £145,000 and what the differences are.
- Variant is still open — use the call to narrow specification against their usage.
- Prepare PCP and HP illustrations against the stated £40,000 deposit — figures only, nothing approved.
- Part exchange: Porsche Cayenne Turbo — explain the appraisal process and that any figure is indicative until inspected.
Potential objections
- Price versus the stated £145,000 budget — be ready to justify value or show alternatives.
- Monthly payment and APR expectations — figures may land higher than assumed.
- Part-exchange valuation may be lower than expected, especially before inspection.
- Delivery or availability timing versus their stated purchase timeframe.
Generated from information the customer actually provided. No finance approval, vehicle availability or appointment is implied unless explicitly confirmed above.
AI follow-up engine
Request part-exchange details
Part exchange declared but registration, mileage, any outstanding finance, general condition still missing.
Recommended follow-up
2 Jan, 21:00
Last activity
31 Dec, 21:00
Follow-up status
pending
Why now?
Daniel has a confirmed £145,000 budget, £40,000 deposit, finance interest, a part exchange (Porsche Cayenne Turbo), a stated timeframe of within 30 days.
Recommended action
Request the missing part-exchange details.
Demo mode · messages are drafted and logged locally. Nothing is sent until you mark it as sent, and no real message leaves the app until a WhatsApp, SMS, email or CRM integration is connected.
Follow-up history
No follow-up activity yet. Anything you send, schedule or log will appear here.
Dealer handoff
Qualified Lead
Internal summary — built only from what the customer has told Olivia.
Customer requirements
Part exchange
Test drive
AI summary
Daniel wants the AMG G63 at £145,000 with a £40,000 deposit and a Porsche Cayenne Turbo in part exchange. Previous customer of the dealership, buying within 30 days, no appointment booked yet.
Recommended action · Send finance illustration and offer two viewing slots
Sales workspace
Work this lead
Owner · Unassigned
Follow-up · Not scheduled
Internal notes · dealership only
No internal notes yet. Notes are never shown to the customer or Olivia.
Activity timeline
Lead created
Source: Instagram
31 Dec, 21:00
Vehicle requirement captured
Mercedes-AMG G63
31 Dec, 21:00
Budget captured
£145,000
31 Dec, 21:00
Finance discussed
Finance
31 Dec, 21:00
Deposit captured
£40,000
31 Dec, 21:00
Part exchange added
Porsche Cayenne Turbo
31 Dec, 21:00
Buying timeframe captured
Within 30 days
31 Dec, 21:00
AI conversation summary
Daniel wants the AMG G63 at £145,000 with a £40,000 deposit and a Porsche Cayenne Turbo in part exchange. Previous customer of the dealership, buying within 30 days, no appointment booked yet.
High purchase intent detected
AI recommended next action
Contact Daniel now.
Strong intent and a substantial deposit, but no appointment. Finance figures plus a part-exchange indication will convert this.
Suggested opening
“Hi Daniel, James at Prestige Motors — good to hear from you again. I've put together PCP and HP figures on the G63 against your £40,000 deposit…”
Customer conversation
AI Lead Score
84HOTWhy this lead is hot
- +15Budget confirmed
- +15Large deposit confirmed
- +12Purchase timeframe confirmed
- +10Finance interest
- +10Part exchange
- +10Vehicle identified
- +12Repeat customer
AI extracted data
Source
Buying intent
HOT · 84/100
Stage
HOT
Contact number
07700 900389
daniel.harris@icloud.com