Tomorrow's service lane, pre-worked for upgrade opportunities. Current vehicle + equity pulled from every customer's eLEAD Gold Digger record — not just the flagged ones.
Prepped for Katie & Steve · start-of-day field position
Don't trust the dashboard's equity flag — it badly undercounts. The Service Equity dashboard flagged only 9 appointments. Pulling all 30 records by hand found 14 with positive equity — and the dashboard missed the five biggest: Vance Poole (+$15,100), Abhiranjan Singh (+$10,313), Jessica Bush (+$9,225), Shelly Clancey (+$8,574) and Deborah Jones (+$7,554) all came in un-flagged. Work the whole lane below, not the icons.
30
Appointments
~$103K
Total + equity in lane
6
Hot ($7K+)
8
Worth a swing
7
No vehicle on file
📇 Phone numbers are in each eLEAD customer record. Equity = eLEAD Gold Digger estimate (trade value − payoff) — verify the real trade number & payoff at write-up before quoting.
🔥 Hot — $7K+ equity
work these first
Kyle Abee7:45 AM
+$29,850
Drives2018 Ford F-150 — owns a truck the market loves.
Play →"Your F-150 is worth serious money right now — trucks are holding value like never before. That's basically a down payment on a new one sitting in your driveway."
⚠️ $29,850 is the system estimate on an 8-yr-old truck — confirm the real Black Book number. Even at half it's the play of the day.
Vance Poole9:00 AMflag missed this
+$15,100
Drives2018 Ford Expedition Max — big SUV, big equity.
Play →"You've got $15K of equity sitting in the Expedition — that's a massive head start on a brand-new one. Want me to show you what the payment actually looks like?"
Abhiranjan Singh7:45 AMflag missed this
+$10,313
Drives2018 Ford Mustang — sports car holding strong value.
Play →"Your Mustang's worth real money right now — sports-car values are high. Let's trade that equity into something new before the market cools."
Jessica Bush9:00 AMflag missed this
+$9,225
Drives2016 Ford Expedition EL — 10 years old, strong equity.
Play →"That Expedition's been great, but it's 10 years in — and you've got real equity in it. Let's roll that into a new one before the big repairs start."
Shelly Clancey3:00 PMflag missed this
+$8,574
Drives2016 Ford Explorer — Explorer-to-Explorer, strong equity.
Play →"You've built real equity in the Explorer — that rolls straight into a new one, likely with little out of pocket. Worth five minutes while you're here?"
Deborah Jones4:00 PMflag missed this
+$7,554
Drives2023 Nissan Titan — not a Ford, recent truck with real equity.
Play → conquest:"You've actually got strong equity in the Titan — want to see what an F-150 would do for you? Let's keep you in the family this time."
🟡 Worth a swing — $1.4K–$4.5K equity
soft openers
Olivia Jolly7:45 AM
+$4,220
Drives2024 Ford Explorer — positive equity on a 2-yr-old (unusual).
Play → Explorer-to-Explorer; equity covers most of the step with little down.
Sharon Schultz10:00 AM
+$3,725
Drives2014 Ford Fusion — 12-yr-old, Fusion's discontinued.
Play → aging sedan with equity — natural step into an Escape or a newer car.
Willie Hicks9:45 AMflagged
+$3,418
Drives2021 Ford F-250 — Super Duty equity.
Play → "Super Duties are in demand — let's see what a new one does while you're here."
Sereda Parker10:00 AM
+$3,209
Drives2022 RAM 1500 — not a Ford, recent truck with equity.
Play → conquest: "You've got equity in the RAM already — want to drive an F-150 and keep it with us?"
Katelyn Gossett2:15 PMflagged
+$2,749
Drives2021 Ford Bronco Sport — hot model, holds value.
Play → step into a new Bronco Sport (or full Bronco) — demand's high, timing's good.
Frank Martinez7:45 AMflagged
+$2,525
Drives2015 Ford Escape — 11 years old, still has value.
Play → "11 good years and still worth something — let's put that toward a new one before the repairs start."
Terrance Covington8:45 AM
+$1,650
Drives2002 Ford Explorer Sport Trac — 24 years old.
Play → long overdue end-of-life replacement; even small equity helps the down payment.
Charles Ott10:15 AMflagged
+$1,425
Drives2005 Kia Sedona — not a Ford, 21 years old.
Play → conquest: "That Sedona's earned its retirement — there's still some value in it; come see what a new ride feels like."
⚪ Soft — flat / underwater / no vehicle
seed, retain, or capture
Ronald Wahlers · 11:15 AM2011 Ford Escape · +$850 — old, thin equity. Seed only.
Alvania Smith · 3:15 PM2018 Mazda 3 · ≈ even ($1) — non-Ford, flat. Relationship build.
Susan Hunt · 1:30 PM2020 Ford Explorer · −$1,864 — basically even; get-ahead talk, longer game. (flagged)
Luis Delarosatoribio · 11:00 AM2015 Jeep Grand Cherokee · −$5,309 — underwater. Retention only.
No vehicle on file · capturePatricia Rich (8:00), Sean Brookins (8:00), Kyle Allred (9:00), Jerry Jenkins Jr (1:00), Derick McKinney (1:15), Elton Grimes (1:15), Trecia Mckay (2:00) — no current vehicle in the CRM. Capture opportunity: get what they're driving into eLEAD at check-in so they screen next time.
⚪ The full lane — 6/5 (30 appts)
everyone, by time
Time
Customer
Vehicle
Equity
7:45 AM
Abhiranjan Singh
2018 Ford Mustang
+$10,313
7:45 AM
Kyle Abee
2018 Ford F-150
+$29,850
7:45 AM
Frank Martinez
2015 Ford Escape
+$2,525
7:45 AM
Olivia Jolly
2024 Ford Explorer
+$4,220
8:00 AM
Patricia Rich
none on file
—
8:00 AM
Sean Brookins
none on file
—
8:45 AM
Terrance Covington
2002 Ford Explorer Sport Trac
+$1,650
9:00 AM
Kyle Allred
none on file
—
9:00 AM
Jessica Bush
2016 Ford Expedition EL
+$9,225
9:00 AM
Vance Poole
2018 Ford Expedition Max
+$15,100
9:15 AM
Askew-Petersen Stone Works Inc (business)
—
skip
9:45 AM
Willie Hicks
2021 Ford F-250
+$3,418
10:00 AM
Sharon Schultz
2014 Ford Fusion
+$3,725
10:00 AM
Sereda Parker
2022 RAM 1500
+$3,209
10:00 AM
Tony Ellison
no record
—
10:00 AM
Ivey Motorcars (wholesale)
—
skip
10:15 AM
Charles Ott
2005 Kia Sedona
+$1,425
11:00 AM
Luis Delarosatoribio
2015 Jeep Grand Cherokee
−$5,309
11:15 AM
Ronald Wahlers
2011 Ford Escape
+$850
1:00 PM
Jerry Jenkins Jr
none on file
—
1:15 PM
Mary Slade
2020 Jeep Cherokee
−$6,629
1:15 PM
Derick McKinney
none on file
—
1:15 PM
Elton Grimes
none on file
—
1:30 PM
Susan Hunt
2020 Ford Explorer
−$1,864
2:00 PM
Trecia Mckay
none on file
—
2:15 PM
Katelyn Gossett
2021 Ford Bronco Sport
+$2,749
3:00 PM
Shelly Clancey
2016 Ford Explorer
+$8,574
3:15 PM
Alvania Smith
2018 Mazda 3
≈ $1
4:00 PM
Deborah Jones
2023 Nissan Titan
+$7,554
Skip (business / wholesale): Askew-Petersen Stone Works Inc (9:15a) and Ivey Motorcars (10:00a) — commercial/wholesale accounts. Tony Ellison (10:00a) has no eLEAD opportunity record to pull.