Lead Intelligence
Oliver Grant
Phone
07700 900902
oliver.grant@gmail.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
Oliver Grant is looking for a Mercedes-AMG G63, budget £145,000, finance with a £35,000 deposit, part exchange (2021 Audi RS6), timeframe Completed.
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 — £35,000
- Part exchange present — committed to changing car
- 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 £35,000 deposit — figures only, nothing approved.
- Part exchange: 2021 Audi RS6 — 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.
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
1 Jan, 00:00
Last activity
29 Dec, 20:00
Follow-up status
pending
Why now?
Oliver has a confirmed £145,000 budget, £35,000 deposit, finance interest, a part exchange (2021 Audi RS6).
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
Oliver purchased the AMG G63 on finance with his RS6 in part exchange. Handover booked.
Recommended action · Confirm handover pack and plates
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
29 Dec, 20:00
Vehicle requirement captured
Mercedes-AMG G63
29 Dec, 20:00
Budget captured
£145,000
29 Dec, 20:00
Finance discussed
Finance
29 Dec, 20:00
Deposit captured
£35,000
29 Dec, 20:00
Part exchange added
2021 Audi RS6
29 Dec, 20:00
Buying timeframe captured
Completed
29 Dec, 20:00
AI conversation summary
Oliver purchased the AMG G63 on finance with his RS6 in part exchange. Handover booked.
High purchase intent detected
AI recommended next action
Contact Oliver now.
Deal signed — deliver an immaculate handover experience.
Suggested opening
“Hi Oliver, everything is ready for your handover on Friday…”
Customer conversation
AI Lead Score
100HOTWhy this lead is hot
- +100Deal completed
AI extracted data
Source
Buying intent
HOT · 100/100
Stage
SOLD
Contact number
07700 900902
oliver.grant@gmail.com