Follow-Up Pipeline
Manage unsold Red and Amber eVHC opportunities from first contact through to payment discussion, sold work, booking allocation and completion.
Customers currently requiring follow-up.
Unsold work not yet converted.
Customers agreed and ready to book.
Opportunities moved to sold stage.
New Opportunities
Mr John Smith
Reg: AB12 CDE
Work: Front tyres and rear brake pads
Customer declined due to cost on the day.
Mrs Sarah Jones
Reg: LO66 XYZ
Work: Air con service and alignment
Amber advisory not sold at handover.
Contact Attempted
Mr David Brown
Reg: GX19 OPP
Work: Brake fluid and two tyres
Voicemail left. Follow-up due tomorrow.
Interested / Payment Discussed
Ms Kelly Martin
Reg: YP21 HJK
Work: Rear discs and pads
Customer interested if Bumper/Klarna available.
Sold / Needs Booking
Mr Alan White
Reg: KN70 ZZZ
Work: MOT advisory tyres
Customer agreed. Needs diary slot.
Pipeline List View
| Customer | Vehicle | Phone | Work Type | Opportunity | Status | Payment Option | Next Action |
|---|---|---|---|---|---|---|---|
| Mr John Smith | AB12 CDE | 07700 900000 | Red / Safety | £695 | New | Not discussed | First call due today |
| Mrs Sarah Jones | LO66 XYZ | 07700 900001 | Amber Advisory | £285 | New | Not discussed | Email quote |
| Mr David Brown | GX19 OPP | 07700 900002 | Mixed | £520 | Contact Attempted | Not discussed | Second call tomorrow |
| Ms Kelly Martin | YP21 HJK | 07700 900003 | Red / Safety | £420 | Interested | Bumper/Klarna | Send payment link |
| Mr Alan White | KN70 ZZZ | 07700 900004 | Amber Advisory | £360 | Sold – Needs Booking | Card payment | Allocate diary slot |
Turn Unsold eVHC Work Into a Managed Sales Pipeline
The opportunity is not lost when the customer says no on the day. It is lost when nobody owns the next contact, explains the value properly, offers payment flexibility or books the customer back in.
Open Booking Diary