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Solution

Lead Recovery & Follow-Up System

Stop losing leads to scattered inboxes and forgotten follow-ups.

A Lead Recovery System helps you capture inquiries, track lead status, schedule follow-ups, and see which opportunities need attention.

Starting at $950 CAD

Problem

The problem is usually not effort. It is the system.

Many small businesses receive leads from phone calls, website forms, Google Business Profile, Instagram, WhatsApp, referrals, and email. Without one clear place to track them, good opportunities quietly disappear.

What this system organizes

  • Lead source
  • Customer name and contact information
  • Inquiry type
  • Status
  • Quote status
  • Last contact date
  • Next follow-up date
  • Assigned owner
  • Won/lost reason
  • Next action

Deliverables

What you get with this system.

A practical scope that helps remove the bottleneck without making the workflow harder to use.

Deliverables

  • Lead pipeline setup
  • Follow-up status logic
  • Reminder process
  • Lead source tracking
  • Weekly lead review view
  • Simple reporting dashboard
  • Basic training guide

Why this is useful

The point is not to add more tools. It is to make the key workflow visible, reduce manual chasing, and create a cleaner handoff for the team.

What it helps with

  • Travel agencies
  • Immigration consultants
  • Photography studios
  • Home service businesses
  • Coaches and tutors
  • Tour operators
  • Small agencies

FAQ

Questions people usually ask before they start.

Straight answers to the most common implementation questions.

Can this work with my existing CRM?

Usually yes. The goal is to clean up the workflow, not force a new tool.

What if I only use Google Sheets right now?

That is fine. A simple system that is actually used is better than a complicated tool nobody maintains.

Does this guarantee more sales?

No. It improves follow-up visibility and consistency, which helps the business make better decisions.

Related solutions

If this is not the exact fit, these adjacent systems are usually the next best place to look.

Monthly Owner Dashboard

Simple monthly dashboards and owner summaries for small businesses that want visibility into leads, sales, costs, profit, and follow-ups.

AI Admin Starter Pack

Practical AI setup for small business admin tasks, including email drafts, inquiry summaries, SOP prompts, and safe usage guidelines.

Related industries

These industry pages show how the workflow changes in different types of service businesses.

Ready to map scope?

Book a Free Consultation.

If you think this solution is the right direction, the free consultation will show where the workflow is messy and what to build first.