How TradeLead Recovery Works
Six implementation stages. Done for you. Built around your actual lead flow.
See It In Action
TradeLead Recovery — Implementation Overview
Lead-Flow Audit
Review calls, forms, advertising sources, referrals, existing CRM usage, estimate handling, review activity, and follow-up gaps.
- Review your current call handling and missed-call rate
- Audit website and advertising lead forms
- Identify estimate follow-up gaps
- Map existing CRM usage or absence
- Document review and referral activity
Recovery Blueprint
Map the agreed pipeline, contact fields, tags, forms, consent handling, workflows, ownership rules, reporting, and escalation points.
- Define pipeline stages and contact fields
- Map consent and suppression logic
- Assign ownership rules and escalation points
- Confirm reporting requirements
- Document approved messaging and timing
Build and Configure
Install and customize the selected trade-specific workflows and account components.
- CRM and pipeline configuration
- Trade-specific fields, tags, and intake forms
- Workflow and automation setup
- Message customization and approval
- Reporting configuration
Quality Assurance
Test triggers, branches, tags, opportunities, assignments, timing, suppression rules, and reporting before production launch.
- End-to-end workflow testing
- Suppression and opt-out verification
- Assignment and routing confirmation
- Reporting accuracy review
- Pre-launch sign-off
Controlled Launch
Connect approved communication services, publish approved assets, and activate workflows in a controlled sequence.
- Communication service connection
- Approved asset publication
- Workflow activation sequence
- Initial monitoring period
- Team orientation
Monitor and Improve
Review performance, identify breakdowns, and make package-appropriate improvements.
- Regular performance review
- Breakdown identification and resolution
- Package-appropriate optimization
- Reporting review with owner
- Ongoing system adjustments
What Your Team Still Owns
Automation creates consistency. It does not replace contractor judgment or customer relationships.
- Answering or returning priority calls
- Providing estimates
- Customer service
- Updating outcomes when automation cannot determine them
- Completing assigned tasks
- Following applicable laws and trade requirements
- Closing the work
TradeLead Recovery provides implementation and operational support. The client remains responsible for sales decisions, customer service, staffing, pricing, legal compliance, and completing required human follow-up.
Ready to Start?
Schedule a free working session to review your current lead flow and identify the most important recovery gaps.