PMAI Sales ConciergeLuxury Automotive Intelligence
Customer View
Pipeline

Lead Intelligence

Helena Byrne

WARMAston Martin DBX707
7676/100

AI Sales Action Plan

What to do next with this lead

Internal — salesperson only · Qualified lead

HOT

Appointment confirmed with clear requirements captured.

Lead summary

Helena Byrne is looking for a Aston Martin DBX707, budget £160,000, cash purchase, part exchange (2020 Range Rover Velar R-Dynamic, 41,000 miles), timeframe 2-4 weeks. Appointment confirmed for Monday 9:30 AM.

Recommended next action

Prepare Aston Martin DBX707 for the confirmed appointment on Monday 9:30 AM.

The customer has confirmed the slot — have the car, documents and any part-exchange appraisal ready before arrival.

Why this is a good lead

  • Specific vehicle identified — Aston Martin DBX707
  • Budget provided — £160,000
  • Cash purchase — no funding dependency
  • Part exchange present — committed to changing car
  • Buying soon — 2-4 weeks
  • Appointment confirmed by the customer
  • Contactable — direct details captured

Customer priorities

VehicleAston Martin DBX707
VariantNot provided
YearNot provided
Budget£160,000
Colour / specNot provided
FinanceCash purchase
DepositNot provided
Part exchange2020 Range Rover Velar R-Dynamic, 41,000 miles
Timeframe2-4 weeks

Sales talking points

  • Walk through which Aston Martin DBX707 examples sit within £160,000 and what the differences are.
  • Variant is still open — use the call to narrow specification against their usage.
  • Part exchange: 2020 Range Rover Velar R-Dynamic, 41,000 miles — explain the appraisal process and that any figure is indicative until inspected.

Potential objections

  • Price versus the stated £160,000 budget — be ready to justify value or show alternatives.
  • 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

Send appointment reminder

Appointment confirmed for Monday 9:30 AM — send a reminder so the visit isn't missed.

HOTOverdue

Recommended follow-up

1 Jan, 00:00

Last activity

30 Dec, 18:00

Follow-up status

pending

Why now?

Helena has a confirmed £160,000 budget, a cash purchase, a part exchange (2020 Range Rover Velar R-Dynamic, 41,000 miles), a confirmed Monday 9:30 AM appointment, a stated timeframe of 2-4 weeks.

Recommended action

Confirm the appointment and prepare Aston Martin DBX707 and the part-exchange appraisal.

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.

Appointment Confirmed

Customer requirements

Desired vehicleAston Martin DBX707
Variant / specificationNot specified
YearNot provided
Budget£160,000
ColourNot provided
Finance or cashCash
DepositNot provided
Buying timeframe2-4 weeks

Part exchange

Current vehicle2020 Range Rover Velar R-Dynamic, 41,000 miles
YearNot provided
RegistrationNot provided
MileageNot provided
Outstanding financeNot provided
ConditionNot provided

Test drive

RequestedNot provided
Preferred dateNot provided
Preferred timeNot provided
Appointment statusConfirmed — Monday 9:30 AM

AI summary

Helena is a cash buyer for the DBX707 with a Velar to part exchange. Valuation appointment booked for Monday morning.

Recommended action · Pre-value the Velar before Monday

Sales workspace

Work this lead

Owner · Unassigned

Follow-up · Not scheduled

Contact customer

Internal notes · dealership only

No internal notes yet. Notes are never shown to the customer or Olivia.

Activity timeline

  1. Lead created

    Source: Website

    30 Dec, 18:00

  2. Vehicle requirement captured

    Aston Martin DBX707

    30 Dec, 18:00

  3. Budget captured

    £160,000

    30 Dec, 18:00

  4. Finance discussed

    Cash

    30 Dec, 18:00

  5. Part exchange added

    2020 Range Rover Velar R-Dynamic, 41,000 miles

    30 Dec, 18:00

  6. Buying timeframe captured

    2-4 weeks

    30 Dec, 18:00

  7. Appointment confirmed

    Monday 9:30 AM

    30 Dec, 18:00

AI conversation summary

Helena is a cash buyer for the DBX707 with a Velar to part exchange. Valuation appointment booked for Monday morning.

High purchase intent detected

View full conversation →

AI recommended next action

Pre-value the Velar before Monday

Arriving with a firm part-exchange figure will close this quickly.

Suggested opening

“Hi Helena, James at Prestige Motors. Ahead of Monday I've had the Velar appraised so we can talk real numbers…”

Call customer Message customer Email customer View appointment

Customer conversation

Live lead score · Purchase timeframe confirmed76/100
Budget confirmed 15Valuation appointment booked 28Purchase timeframe confirmed 40Cash buyer 52Part exchange 62Vehicle identified 72Engagement 76
CustomerInterested in the DBX707 when it arrives.
AI ConciergeLovely car. Cash or finance?
CustomerCash, plus my Velar in part exchange.
AI ConciergeMonday 9:30 for a valuation?
CustomerYes please.

AI Lead Score

76WARM

Why this lead is warm

  • +15Budget confirmed
  • +13Valuation appointment booked
  • +12Purchase timeframe confirmed
  • +12Cash buyer
  • +10Part exchange
  • +10Vehicle identified
  • +4Engagement
AI confidence85%

AI extracted data

Source

Website

Buying intent

WARM · 76/100

Stage

APPOINTMENT

Contact number

07700 900668

Email

helena.byrne@protonmail.com