Pipeline

Lead Intelligence

Michael Thompson

HOTPorsche 911 Carrera
8787/100

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

Michael Thompson is looking for a Porsche 911 Carrera, budget £115,000, cash purchase, timeframe Within 2 weeks. Appointment confirmed for Today 2:00 PM.

Recommended next action

Prepare Porsche 911 Carrera for the confirmed appointment on Today 2:00 PM.

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 — Porsche 911 Carrera
  • Budget provided — £115,000
  • Cash purchase — no funding dependency
  • Buying soon — Within 2 weeks
  • Appointment confirmed by the customer
  • Contactable — direct details captured

Customer priorities

VehiclePorsche 911 Carrera
VariantNot provided
YearNot provided
Budget£115,000
Colour / specNot provided
FinanceCash purchase
DepositNot provided
Part exchangeNo
TimeframeWithin 2 weeks

Sales talking points

  • Walk through which Porsche 911 Carrera examples sit within £115,000 and what the differences are.
  • Variant is still open — use the call to narrow specification against their usage.

Potential objections

  • Price versus the stated £115,000 budget — be ready to justify value or show alternatives.
  • 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 Today 2:00 PM — send a reminder so the visit isn't missed.

HOTOverdue

Recommended follow-up

1 Jan, 23:13

Last activity

31 Dec, 23:13

Follow-up status

pending

Why now?

Michael has a confirmed £115,000 budget, a cash purchase, a confirmed Today 2:00 PM appointment, a stated timeframe of within 2 weeks.

Recommended action

Confirm the appointment and have Porsche 911 Carrera ready.

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 vehiclePorsche 911 Carrera
Variant / specificationNot specified
YearNot provided
Budget£115,000
ColourNot provided
Finance or cashCash
DepositNot provided
Buying timeframeWithin 2 weeks

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 statusConfirmed — Today 2:00 PM

AI summary

Michael is a cash buyer with £115,000 available for a 911 Carrera. Funds are in place, he has asked detailed specification questions and has booked a viewing this afternoon.

Recommended action · Confirm viewing and prepare the car

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

    31 Dec, 23:13

  2. Vehicle requirement captured

    Porsche 911 Carrera

    31 Dec, 23:13

  3. Budget captured

    £115,000

    31 Dec, 23:13

  4. Finance discussed

    Cash

    31 Dec, 23:13

  5. Part exchange added

    No

    31 Dec, 23:13

  6. Buying timeframe captured

    Within 2 weeks

    31 Dec, 23:13

  7. Appointment confirmed

    Today 2:00 PM

    31 Dec, 23:13

AI conversation summary

Michael is a cash buyer with £115,000 available for a 911 Carrera. Funds are in place, he has asked detailed specification questions and has booked a viewing this afternoon.

High purchase intent detected

AI recommended next action

Contact Michael now.

Funds are confirmed and a viewing is booked today. The only outstanding item is final specification reassurance.

Suggested opening

Hi Michael, James from Prestige Motors. The Carrera is being detailed for your 2pm viewing — I've also pulled the full service history for you…

Customer conversation

Live lead score · Vehicle identified87/100
Budget confirmed 15Purchase timeframe confirmed 30Viewing booked 45Cash buyer, funds ready 60Vehicle identified 70Specification questions 80High engagement 87
CustomerIs the 911 Carrera still available?
AI ConciergeIt is. Are you looking at an outright purchase or finance?
CustomerOutright, I have around £115,000 ready.
AI ConciergeUnderstood. Any part exchange to consider?
CustomerNo, I'll keep my current car.
AI ConciergeWhen would you like to view it?
CustomerToday if possible.
AI Concierge2:00 PM this afternoon is free — shall I hold it for you?
CustomerPlease do.

AI Lead Score

87HOT

Why this lead is hot

  • +15Budget confirmed
  • +15Purchase timeframe confirmed
  • +15Viewing booked
  • +15Cash buyer, funds ready
  • +10Vehicle identified
  • +10Specification questions
  • +7High engagement
AI confidence91%

AI extracted data

Source

Auto Trader

Buying intent

HOT · 87/100

Stage

APPOINTMENT

Contact number

07700 900244

Email

m.thompson@outlook.com