Automation Templates

Missed Lead Recovery Process

Old inquiries can still be valuable if the business follows up respectfully and quickly.

Find old leads

Export form submissions, emails, and quote requests from the past 30 to 90 days.

Send a useful check-in

Ask whether they still need help and offer a simple next step. Do not pretend the delay did not happen.

Track outcomes

Mark who responded, who booked, and who should not be contacted again.

Future ad slot after approval.