Opportunity Hub
VehicleDesk ranks declined work by age band and hands each advisor one customer at a time, with the service, the value, the talk track, the contact guardrails, and the outcome buttons on one card.
Opportunity Hub
Every advisor gets one ready conversation, the reason it is next, and a place to record what happened.
How it works
The queue explains why a customer is next through age, value, and the imported record. The talk track opens the conversation from the customer's own history.
01 / Rank
Fresh, cooling, and cold bands show how long a quote has been open, so the team calls while the price and the memory are still current.
02 / Prepare
The card holds customer, vehicle, declined service, value, talk track, and contact guardrails together. The advisor reads it once and dials.
03 / Record
Keyboard outcomes, queue progress, and up-next cards keep the advisor moving and keep every attempt on the record.
In practice
Advisors work the queue in order, prepare from the card, and record what happened before the next customer appears.
Start with the freshest declined work and read why it sits in its band.
Open one card: customer, service, value, talk track, and guardrails.
Capture the attempt, result, or skip so the rest of the team picks up where you left off.
How it fits
VehicleDesk runs the day and records every action. Your team makes the call to the customer, and Shopmonkey stays the system of record.
What the card gives the advisor and what the advisor does with it
VehicleDesk
Age bands, value, and the imported record explain why this customer is next.
Your team
The talk track comes from the record. The advisor makes the call, with consent and eligibility checked before every contact.
Connected work
Opportunity Hub combines declined work with the full relationship record and sits beside the deferred-service and inactive-customer workflows.
Work recommendation-level follow-up through visible stages, reminders, notes, and scheduled work.
Open this workflowVerify vehicles, service history, value, consent, notes, and open work before recording an outcome.
Open this workflowFind relationships that have gone quiet and create win-back work from the visit and service history.
Open this workflowBook a demo
Bring one declined-work conversation. We will read the age band, the talk track, and where the outcome lands on the record.