Pipeline

Lead Intelligence

Mark Devlin

COLDRange Rover Sport SVR
3131/100

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

Mark Devlin is looking for a Range Rover Sport SVR, budget Not stated, timeframe Just browsing.

Recommended next action

Send Mark a personalised walkaround of Range Rover Sport SVR and propose a viewing.

Requirements are clear — the next step is getting the customer in front of the car.

Why this is a good lead

  • Specific vehicle identified — Range Rover Sport SVR
  • Budget provided — Not stated
  • Contactable — direct details captured

Customer priorities

VehicleRange Rover Sport SVR
VariantNot provided
YearNot provided
BudgetNot stated
Colour / specNot provided
FinanceNot provided
DepositNot provided
Part exchangeNo
TimeframeJust browsing

Sales talking points

  • Walk through which Range Rover Sport SVR examples sit within Not stated and what the differences are.
  • Variant is still open — use the call to narrow specification against their usage.

Potential objections

  • Price versus the stated Not stated budget — be ready to justify value or show alternatives.

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 strongest matching vehicle

The customer saw vehicle options but didn't select one — follow up with the strongest match.

COLDOverdue

Recommended follow-up

1 Jan, 22:00

Last activity

30 Dec, 22:00

Follow-up status

pending

Why now?

Mark has a confirmed Not stated budget.

Recommended action

Follow up with the strongest matching vehicle.

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.

Qualified Lead

Customer requirements

Desired vehicleRange Rover Sport SVR
Variant / specificationNot specified
YearNot provided
BudgetNot stated
ColourNot provided
Finance or cashUndecided
DepositNot provided
Buying timeframeJust browsing

Part exchange

Current vehicleNo
YearNot provided
RegistrationNot provided
MileageNot provided
Outstanding financeNot provided
ConditionNot provided

Test drive

RequestedNot provided
Preferred dateNot provided
Preferred timeNot provided
Appointment statusNot provided

AI summary

Mark is early stage, checking values on the Range Rover Sport SVR with no budget or timeframe confirmed. Happy to receive stock updates.

Recommended action · Add to nurture sequence

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: Auto Trader

    30 Dec, 22:00

  2. Vehicle requirement captured

    Range Rover Sport SVR

    30 Dec, 22:00

  3. Budget captured

    Not stated

    30 Dec, 22:00

  4. Finance discussed

    Undecided

    30 Dec, 22:00

  5. Part exchange added

    No

    30 Dec, 22:00

  6. Buying timeframe captured

    Just browsing

    30 Dec, 22:00

AI conversation summary

Mark is early stage, checking values on the Range Rover Sport SVR with no budget or timeframe confirmed. Happy to receive stock updates.

High purchase intent detected

AI recommended next action

Add to nurture sequence

No budget, timeframe or phone number captured yet.

Suggested opening

Hi Mark, James from Prestige Motors — a couple of Sport SVRs have just landed that I thought you'd like to see…

Customer conversation

Live lead score · Engagement31/100
Vehicle identified 10Email captured 20Engagement 26Opted into stock updates 31
CustomerJust seeing what the Sport SVR is worth these days.
AI ConciergeHappy to help. Cash or finance?
CustomerNot sure yet, early days.
AI ConciergeShall I send stock updates as they land?
CustomerSure, mdevlin88@gmail.com.

AI Lead Score

31COLD

Why this lead is cold

  • +10Vehicle identified
  • +10Email captured
  • +6Engagement
  • +5Opted into stock updates
AI confidence71%

AI extracted data

Source

Auto Trader

Buying intent

COLD · 31/100

Stage

NEW

Contact number

Email

mdevlin88@gmail.com