Lead Recovery Setup and Onboarding
Lead recovery setup and onboarding prepares existing contact records, approved scripts and booking criteria for local service businesses in Canada and the US.
What we ask you to provide
Share a CRM export or spreadsheet with contact details, enquiry dates, customer status, relevant notes and known opt-outs. Provide your service area, the work you accept, booking availability and who handles questions that need a person. Database reactivation services explain how existing records support relevant follow-up.
Review, agree and test
We review and clean the list, remove opt-outs and check which contacts belong in scope. Review consent and compliance, because a stored contact is not automatic permission for outreach.
Scripts, qualification criteria, list requirements and terms are confirmed in writing before launch. We test the agreed flow and booking or handoff steps before starting the 14-day Lead Recovery Campaign. AI appointment setting explains the scheduling role.
Explore the 14-day Lead Recovery Campaign and learn more about how AI lead recovery works for your business.