Switch Vehicle Recommender
Find leads whose vehicle of interest sold before they bought it, and suggest in-stock alternatives to show them.
Version 1.2 · Sep 10, 2026
The problem
When a car sells, every other open lead on it goes cold unless someone calls with something else to show. Most stores don't track which leads just lost their car. This skill finds them, checks the car is gone, reads the notes for what each shopper needs, and suggests cars you have now.
What you get back
A short table: customer, last 4 digits of phone, the car and when it sold, salesperson, lead date, status, last touch. Leads with appointments first.
Leads who bought the car themselves are listed separately, not as switch calls.
For each lead you pick, 3 to 5 in-stock cars that fit their needs and budget, with what to check before calling.
Confirms each sale and finds other open leads on the same car.
One page per customer to hand the team.
How it works
It finds recent leads with a vehicle of interest. With no time window given, it looks at the last 15 days.
It checks which of those cars show as sold, and sets aside leads who bought them.
It shows you the list. You pick which leads to work.
For each one, it reads the notes for needs and budget and suggests in-stock alternatives.
Example output
Pat Nguyen, wanted a 2024 Ford F-250 XL 4x4 crew cab (sold 9/22)
| Option | Vehicle | Price | Fit |
|---|---|---|---|
| Closest price | 2015 F-250 Platinum 4x4 | $45,599 | Crew cab 4x4 like Pat's truck. Older, more miles. |
| New, in range | 2027 F-250 XL 4x4 | $54,324 | Gas V8 like the truck Pat wanted. Extended cab, not crew. |
| Stretch | 2026 F-250 XL 4x4 | $63,914 | Same cab and bed. About $17,000 more. |
Try this first
Which leads at [your store] have a vehicle of interest that sold?
Claude shows a short table of leads whose car shows as sold, asks which to find alternatives for, and offers to verify the sales or build a PDF.
More questions to ask
- Who do we need to switch this weekend?
- What else can we show [email protected]?
- Any customers whose car is gone?
Good to know
- A car marked sold in inventory may be a wholesale or a website removal. Ask for the sale check before calling on a sale you're unsure of.
- Without DMS connected, sales are confirmed from the CRM only.
- Phone numbers show as the last 4 digits in chat, in full in the PDF.
Test before you rely on it
Run it on a few leads you already know and check the alternatives make sense.
Version history
What's new in v1.2: Leads that may already have an appointment go to the top.
| Version | Released | What's new |
|---|---|---|
| v1.2 | Sep 10, 2026 | Leads that may already have an appointment go to the top. |
| v1.1 | Aug 20, 2026 | Optional call sheet PDF, one page per customer. |
| v1.0 | Jul 22, 2026 | First release. |