Home
Conversion Intake

Lead Recovery — $497/mo + $1,000 Setup

Let's Stop Losing Leads

Complete this form at your own pace. For anything you're unsure about, leave it blank or share a general idea — we'll handle the rest.

✓ System plan ready within 1 business day

✓ Questions? Call (256) 588-8008

✓ No tech knowledge required from you

Bundle

Complete all 4 forms to finish your bundle intake

What's included in your package

Business information

The basics we need to build and configure your system

Business name

Industry / trade

Owner / primary contact

Phone number

Email address

Business address

Primary city & state

Service area

List all services you offerWe use this to configure your lead qualification and pipeline stages.

How do you prefer we contact you?

Text message

Phone call

Any works — whatever's easiest for you

Current lead situation

Helps us understand where leads are coming from and where they're being lost

How many leads or inquiries do you get per month across all channels?

Where do most of your leads come from right now?

Phone calls

Website contact form

Google Business Profile

Text messages

Facebook / Instagram DMs

Referrals / word of mouth

Google Ads

Other directories (Angi, Yelp, Thumbtack…)

How quickly do you typically respond to a new lead?

Within minutes — I'm always available

Within a few hours

Same day, usually

It varies — sometimes the next day or later

How often do you miss calls during the day?

Rarely — I almost always answer

Sometimes — a few per week

Often — I'm usually on a job and can't answer

Almost always — this is a real problem for us

What happens to a missed call right now?

What's your estimated lead-to-booked-job conversion rate?

High — most leads I talk to, I book

Medium — I book about half

Low — a lot of leads go cold

Not sure — I don't track it

Where do you lose the most leads? (your best guess)

Current tools & tech stack

What you're already using so we know what to integrate with or replace

Do you use a CRM or any lead tracking system?

Yes

No — leads are tracked manually or not at all

Which CRM or tool?

Are you happy with it or looking to replace it?

Happy with it — integrate with it

Looking to replace it

Open to either

What phone system do you use?

My personal cell phone

A business VoIP line (RingCentral, Google Voice, etc.)

Landline

Multiple lines / team phones

What is the main business phone number leads call?

Do you currently use any automation tools?

Automated review requests

Email follow-up sequences

SMS / text automations

Chatbot on website

Booking or scheduling software

None — everything is manual

What channels do customers use to reach you?

Phone calls

Text / SMS

Website form

Facebook Messenger

Instagram DMs

Google Business Profile messages

Missed call & lead recovery setup

Configuring your instant text-back and lead response system

What should the automatic text say when someone calls and you miss it?

Leave blank and we'll write it for you based on your business.

How quickly should the text go out after a missed call?

Immediately — within seconds

After about 1 minute

Not sure — you recommend

Should the text include a link? If so, where should it send them?

A link to my contact / quote request form

A link to book an appointment

No link — just the text message

Not sure — you decide

Do you want the system to send a follow-up if they don't respond to the first text?

Yes — follow up once more after a set time

No — one text is enough

Not sure — you recommend

What pipeline stages should we set up to track leads?

Who on your team should receive notifications when a new lead comes in?

AI booking & lead qualification setup

Configuring AI to qualify leads, score them, and book appointments automatically

What should the missed call text say?

Leave blank and we'll write it for you.

What do you use for appointment scheduling?

Nothing — I schedule manually by phone

I use a tool already

I want a new one set up

Which tool?

What services should be bookable online?

What is your general availability for appointments?

What questions should the AI ask to qualify a lead before booking them?

What makes a lead high-priority vs. low-priority for you?

Emergency / urgent requests

Specific high-value services (e.g. sewer line, full install)

Within my primary service area

Repeat customers

Referrals

Not sure — you set up the scoring

Who receives lead notifications and booked appointment alerts?

What pipeline stages should track a lead from first contact to completed job?

Conversion engine setup

Building your full lead nurturing, pipeline automation, and reactivation system

What should the missed call text say?

What booking system do you use or want?

What services should be bookable online?

Walk us through your ideal lead journey from first contact to booked job

How many follow-up touches do you want before a cold lead is marked as lost?

Do you have an existing customer list for reactivation campaigns?

Yes — I have a list of past customers

No — I don't have one organized

Roughly how many past customers or leads are in your list?

What format is the list in?

What are the stages in your current sales pipeline?

What is your average job value and typical close rate?

Average job value

Estimated close rate

Who on your team needs access to pipelines, notifications, and reporting?

AI growth engine setup

Full AI infrastructure — voice systems, multi-step automations, and revenue optimization

Walk us through your entire customer journey from first search to completed job and review

Are you interested in AI voice — an AI that answers calls and handles basic qualification?

Yes — I want AI to answer and handle calls

Great for after-hours, overflow, and high call volume

No — I prefer a human answers every call

Hybrid — AI handles after-hours and overflow only

Not sure — let's talk through it

What are your 2–3 highest-value services or customer types?

Where is the biggest revenue leak in your business right now?

Do you have an existing customer list for reactivation campaigns?

Yes

How many contacts and what format?

What tools are currently in your tech stack?

Current monthly revenue range (for optimization benchmarking)

What does your business look like 12 months from now if this system works perfectly?

Who on your team needs to be part of the setup and strategy process?

Goals & success metrics

What this system needs to accomplish for your business

What is the #1 problem you need this system to solve?

What does success look like 3 months after launch?

Zero missed leads going unanswered

Response time under 2 minutes on every inquiry

25%+ increase in booked appointments

All leads organized and tracked in a pipeline

Automated follow-up running without me touching it

Reactivated revenue from old leads / past customers

How many additional booked jobs per month would make this worth it?

Target launch date (optional)

Setup fee payment

Monthly fees are billed on a recurring basis — this covers the one-time setup only

How would you prefer to handle the setup fee?

Pay in fullBest value

Full setup payment upfront — standard price, no additional fees.

2-payment splitSmall fee applies

50% to begin, 50% when the system goes live. A small finance fee is added.

Let's discussFlexible

Not sure yet — happy to work something out.

Any additional services you'd like to discuss?

No commitment — just so we know what to have ready for the conversation

New website or redesign

A site built to convert the leads your automation captures

SEO & local rankings

More organic leads flowing into your new automation system

Google Ads / PPC management

Paid search to drive immediate lead volume

CRM & pipeline setup

Full tracking from first contact to closed deal

Social media management

Consistent presence that feeds your lead funnel

Email marketing & drip campaigns

Nurture sequences for leads that aren't ready to book yet

Reputation management

Automated review generation and monitoring

Anything else you'd like to add or ask? (optional)

Ready to stop losing leads

Once we receive this, we'll map out your automation strategy and come to your discovery call with a full plan ready.

Questions? Call (256) 588-8008 or email hello@thewebleaders.com