What happened?
A missed call, new form, aging quote, dormant lead or other defined event starts the workflow.
Interactive demonstration
See the recovery logic before connecting a real system.
Explore illustrative missed-call, web-lead and unsold-estimate scenarios. The timeline demonstrates workflow behavior; it is not presented as historical customer data.
- Scenario
- Illustrative only
- Goal
- Show trigger → action → stop logic
- Escalation
- Human handoff remains available
- Proof
- No fabricated customer results
Choose a leakage scenario.
Each sequence is deterministic and intentionally simple enough to audit. Real deployments add provider rules, consent requirements, business hours, CRM state, error handling and client-specific stop conditions.
Interactive demonstration. Times and events are illustrative and are not historical customer results.
The important part is not the message. It is the control logic.
A recovery workflow should know what starts it, who is eligible, what it may do, how long it may wait, what stops it and when a person takes over.
Should it run?
Consent, status, business hours, prior activity and client rules determine whether automation is eligible.
What happens next?
Respond, qualify, offer booking, update the CRM, create a task or escalate.
When is the next step?
Intervals are explicit and state is checked before any follow-up continues.
When does chasing end?
Booking, reply, opt-out, disqualification or another desired state can stop the sequence.
When does a person take over?
High-risk, ambiguous or client-defined situations leave the automated path and enter a human queue.
Find your leakage before designing the workflow.
The Revenue Leak Audit is the better starting point when the real question is where opportunity is currently getting stuck.