Today's briefing
The day's highest-dollar actions, ranked.
Every customer in your DMS, CRM, and OEM portals is scored overnight. Equity, service patterns, lifecycle triggers, and mileage curves combine into a single 0–100 NextUp score per opportunity. Sits alongside your corporate dashboards — surfaces what they don't show: the next deal before it shows up as a lead.
Today's engine output
$78.4K
in opportunity surfaced for today
Equity calls to make9
Service signals firing14
OEM money at risk$24.1K
Predicted trade-ins (90 day)38
Wednesday, May 6.
23 actions surfaced today, ranked by likelihood × dollar impact.
Engine refreshed 7:14 AM CT
Equity in your service drive right now.
Customers physically in your shop today with positive equity. Don't let them drive home without an offer.
Pemberton Farms (R. Pemberton)Fleet refresh signalService appt 11:30 AM · 3 trucks coming in
2019 F-350 Platinum × 3 — combined equity +$32,400 · 87K mi avg · est. front gross $8,900
94
D. WhitfieldLease ends 06/12In service bay #3 · arrived 8:45 AM
2022 F-150 Lariat — equity +$8,400 · est. front gross $3,100
91
J. ReinhardtLoan paid offService yesterday · invoice $682
2020 F-250 XLT — equity +$11,200 · est. front gross $3,400
86
M. CastilloLoan 75% paidService yesterday · invoice $487
2021 Explorer XLT — equity +$6,900 · est. front gross $2,750
82
Showing 4 of 9 today · See all in Equity Pipeline
Total today: $32,400 in front gross
Service signals firing this week.
Customers nobody has flagged as a sales lead. Our engine sees them as trade candidates.
Pre-failure triggerScore 88 · est. $3,200 gross
T. Bergmann — 2018 Explorer Sport
3 ROs in last 6 months totaling $4,800. Next predicted service: timing chain ($2,400+). Customer has +$3,100 equity. Trade economics favor new vehicle within 60 days.
Warranty-end windowScore 81 · est. $2,800 gross
K. Vargas — 2022 Bronco Sport
Factory warranty ends 07/22. Historical pattern: customers in this profile trade 60-90 days before warranty expiry. Equity +$4,200. Behavioral score elevated.
Mileage curve refreshScore 76 · est. $3,400 gross
B. Holloway — 2019 F-150 XLT
Approaching 95K miles. Customer's last 2 trades happened at 92K and 96K. Loan paid in full 2 months ago. Highly likely refresh window.
Major service thresholdScore 73 · est. $2,100 gross
S. Frye — 2020 Escape Titanium
Tires at 3/32" tread, brakes 30% — next service visit will quote $2,400+. Equity +$3,800. Trade economics positive at advisor walk-around.
Money about to walk out the door.
Time-sensitive items where delay costs real dollars.
FordPro SLA riskRisk: $12,400 commercial gross
7 commercial leads not contacted in 48 hrs
3 are hot — quote requests on F-650 / F-550 chassis. Ford penalizes SLA misses.
Co-op funds expiringRisk: $8,200 returned to Ford
$8,200 in Q2 co-op expires in 11 days
Pre-approved categories: digital, OTT video, direct mail. Marketing has draft plan ready.
90-day forward equity forecast
$284,600 in identifiable equity opportunities coming due in the next 90 days.
Not "who got a CRM follow-up assigned." Every customer with a calculable trigger event: lease maturity, loan equity threshold, warranty end, paid-off vehicle. Sequenced by when the window opens.
Next 30 days
$94,200
42 customers · 18 in service this month
Lease maturity$42K · 14
Loan equity ≥70%$31K · 16
Paid off$15K · 8
Fleet refresh$6K · 4
Days 31–60
$108,400
51 customers · 22 with active service appts
Lease maturity$48K · 17
Loan equity ≥70%$38K · 21
Paid off$14K · 9
Warranty-end$8K · 4
Days 61–90
$82,000
38 customers · plan outreach now
Lease maturity$34K · 12
Loan equity ≥70%$28K · 15
Paid off$12K · 7
Warranty-end$8K · 4
Equity pipeline curve.
Forward 90 days · stacked by trigger type.
Lease
Loan equity
Paid off
Other
Top candidates this week
Ranked by NextUp score · likelihood × est. front gross
| Customer | Vehicle | Equity | Trigger | Window | Score | Est. gross |
|---|---|---|---|---|---|---|
Pemberton Farms In svc today |
2019 F-350 Platinum × 3 Fleet · 87K mi avg |
+$32,400 | Fleet refresh | Now | 94 |
$8,900 |
D. Whitfield In svc today |
2022 F-150 Lariat Lease |
+$8,400 | Lease maturity | 37 days | 91 |
$3,100 |
J. Reinhardt Svc 05/04 |
2020 F-250 XLT Paid off 03/26 |
+$11,200 | Paid off | Now | 86 |
$3,400 |
M. Castillo Svc 05/05 |
2021 Explorer XLT 75% paid |
+$6,900 | Loan equity | Now | 85 |
$2,750 |
L. Halverson Svc tomorrow |
2022 Edge ST Lease |
+$5,800 | Lease maturity | 58 days | 82 |
$2,300 |
K. Vargas Not in svc |
2022 Bronco Sport Warranty ends 07/22 |
+$4,200 | Warranty-end | 75 days | 81 |
$2,800 |
| Showing 6 of 131 candidates across 90-day window | $23,250 | |||||
Predictive signals · the wedge
$94K in predicted trade-in revenue from customers nobody has flagged as a sales lead.
Most analytics tools wait for someone to fill out a form. NextUp reads your service drive, mileage curves, warranty dates, and RO patterns to predict the next trade — usually 30-90 days before the customer themselves knows.
Pre-failure signals
14
Multiple ROs · cost escalation
Warranty-end window
28
60–90 days before expiry
Mileage curve refresh
19
Approaching historical trade mark
Major service threshold
22
$2K+ service quote pending
Predicted trade-in volume by signal type.
Next 90 days · $94,200 total predicted gross.
How the engine scores.
Inputs combined into a 0-100 NextUp score.
Equity calculation35%
Service pattern (RO history)25%
Lifecycle trigger (lease/warranty)20%
Customer behavioral history15%
Mileage curve / model5%
Weights tune to your store's history over time. The engine learns which signals predict trades at your rooftop specifically.
Active service signals
Customers with predictive signals firing right now
| Customer / Vehicle | Signal | Evidence | Equity | Score | Est. gross |
|---|---|---|---|---|---|
T. Bergmann 2018 Explorer Sport · 78K mi |
Pre-failure | 3 ROs in 6 mo totaling $4.8K · timing chain ($2.4K) predicted next | +$3,100 | 88 |
$3,200 |
K. Vargas 2022 Bronco Sport · 32K mi |
Warranty-end | Factory warranty ends 07/22 · this profile trades 60-90 days prior | +$4,200 | 81 |
$2,800 |
B. Holloway 2019 F-150 XLT · 93K mi |
Mileage curve | Approaching 95K · last 2 trades at 92K and 96K · loan paid off | +$7,800 | 76 |
$3,400 |
S. Frye 2020 Escape Titanium · 61K mi |
Major service | Tires 3/32" · brakes 30% · next visit $2.4K+ quote | +$3,800 | 73 |
$2,100 |
D. Wexler 2017 F-150 King Ranch · 118K mi |
Pre-failure | 4 ROs in 8 mo · transmission flag · escalating cost curve | +$4,500 | 72 |
$2,900 |
A. Marlowe 2021 Edge SEL · 47K mi |
Warranty-end | Warranty ends 08/15 · prior customer traded at warranty-end | +$3,200 | 71 |
$2,400 |
| Showing 6 of 83 active service signals | $16,800 | ||||
OEM portal aggregation
Ford Direct, FordPro, Stair-Step, Co-Op — one screen.
Money your OEM portals say you have but nobody's tracking until month-end. We surface it daily so it doesn't go back to Ford.
Q2 stair-step bonus tracking.
On pace for Tier 2. Tier 3 is reachable.
Tier 1 — 50 units✓ Achieved · $250/unit
Tier 2 — 90 units79 / 90 · $400/unit at tier
11 days left in quarter · projection 92 units (achieved)
Tier 3 — 100 units$600/unit at tier · +$22K bonus delta
8 more units in 11 days · push F-150 + Bronco Sport with co-op
Engine recommendation
Drop pricing $1,500 on the 14 F-150s aged 30+ days with co-op-funded digital push. Margin compression $21K · stair-step bonus delta $22K · Tier 3 unlocks future-quarter co-op multiplier ~$9K. Net positive: $10,400.
Co-op funds.
Quarter to date.
62%
utilized of $54,800 available
Used (qualifying)$33,976
Available remaining$20,824
Days left to claim11
If unclaimed
$20,824 returned to Ford
FordPro commercial pipeline.
Active commercial leads at this rooftop.
Inbound this month
23
From FordPro portal
Not contacted in 48 hrs
7
Ford SLA risk
Open quote requests
11
Avg deal size $87K
Closed YTD
23
$2.41M revenue
How NextUp works.
We pull from systems your store already runs. The engine scores everything overnight. Each morning you get a briefing of the highest-value actions for the day. No CRM replacement. No dashboard battle.
The gap we close
More dashboards than they can read. None tell them who to call today.
Every dealer GM has corporate BI, CRM analytics, marketing reports, and OEM portals. What none of them combine into a single answer is the question every morning starts with: who's the next deal, and what makes them worth calling first?
Corporate BI shows what already happened. CRM shows who filled out a form. Neither finds the deal hiding in your service drive, the equity book that just turned positive, or the OEM money about to walk out the door. NextUp does — and ranks them by dollar impact so the first call of the day is the highest-value call.
What today's stack misses
✗ Equity calls hiding in the service drive
✗ Pre-failure trade signals before major service
✗ Mileage-curve refresh windows
✗ Daily OEM stair-step and co-op deadlines
✗ Lifecycle triggers unified across portals
Your existing systems
CRM
VinSolutions / DealerSocket
DMS
Reynolds / CDK / Auto-Mate
Service tickets / RO history
Direct from DMS
OEM portals
Ford Direct, FordPro, Stair-Step, Co-Op
→
NextUp engine
Signal layer
Equity calc · service patterns · lifecycle triggers · mileage curves · behavioral history
Scoring
0–100 NextUp score per customer per opportunity type
AI assist
Pattern learning · talk-track suggestions · cohort modeling
→
For your team
Morning briefing
Email + dashboard
Lead push to CRM
Auto-route to BDC
Real-time alerts
Slack / SMS / email
Weekly review
What worked, what didn't
What stays the same
Your corporate dashboards. Your CRM. Your DMS. Your daily workflow. NextUp adds; it does not replace.
What changes
Your sales floor walks in each morning to a ranked, dollar-scored list of opportunities — built from data nobody else is combining.
What it costs you to try
Free setup. First 2 months on us, starting the day your first daily briefing lands. Then $2,500/mo per store from month 3 forward.
The math we believe in.
Conservative single-store case.
Incremental units / month from signals+1 unit (conservative)
Avg front + back gross / unit$2,800
Incremental annual gross$33,600
Standard annual cost (after pilot)$30,000
Year-1 net at 1 unit/mo+$3,600
Year-1 net at 3 units/mo (realistic)+$70,800
Lighthouse Partners
Built with you, not sold to you.
Brian and Jeff are NextUp's first two Lighthouse Partners. The data setup is on us — that's the heavy lift. The first 2 months of live engine output are on us too. Standard monthly only kicks in once you've seen the briefings actually land.
✓ Free setup & data integration (the heaviest lift)
✓ First 2 months free, starting at first daily briefing
✓ $2,500/mo per store from month 3 forward
✓ Lighthouse Partner feedback shapes the roadmap
Standard customer pricing: $5,000 deployment + $2,500/mo from month 1. Lighthouse terms reserved for partners directly invited by BOS.
What's next on the roadmap.
Shaped by what our Lighthouse Partners tell us matters.
In progress
Stellantis OEM layer
DealerCONNECT, BusinessLink integration for Jeff's CDJR.
Q3
AI talk-track suggestions
"Here's how your top closer handled this customer profile last time."
Q3
Service advisor mode
In-bay trade-up prompt for high-equity, high-service-cost customers.
Q4
Multi-rooftop view
For groups: cross-rooftop inventory matching + customer flow.