Lead Recovery

Turn more inquiries into booked business.

Every inquiry answered in minutes. Every quiet lead revived. Every open quote chased until it's signed or closed out. AK Solutions builds and runs it — on the tools you already use.

Revenue Systems handle everything before you win the job — from first inquiry to a booked appointment. What happens after is Operations.

Book a Consultation

System status — OperationalSYS_ID: AK-RS-0001

Most businesses do not need more leads first. They need to stop losing the ones they already receive.

Revenue is often lost between inquiry and follow-up. Before you invest in more traffic, fix the gaps that are quietly costing you the business you already earned.

01 / Phone Call

Unanswered Call

02 / Website Form

Untouched Form

03 / Email Inquiry

Unowned Email

04 / CRM Lead

Cold Lead

The fix starts here

The System

One system. Four stages. Nothing slips.

Every stage below is a working part of the system we build for you — shown here exactly as your team would see it.

Capture
Every inquiry. One system.
Normalize. Organize. Route.
Inquiries from every channel flow into one place and become structured lead records — with a source, an owner, and a next step from the first second.
System status
All systems normal
Environment
Demo
AKRS://CAPTURE
Intake Center
Demonstration of the intake center: inquiries from phone calls, website forms, email, and referrals arrive as structured lead records with a source, an owner, an auto-transcribed note, and routing to the next step.
Sources
Phone CallNew
Website FormNew
EmailNew
ReferralNew
Leads
4 New
Lead Source Received Status
L-10293 Phone Call 10:21 AM New
L-10294 Website Form 10:23 AM New
L-10295 Email 10:27 AM New
L-10296 Referral 10:31 AM New
Lead Record
L-10293 · Phone call · 10:21 AMNew
Name
Jordan Lee
Email
jordan.lee@email.com
Phone
(305) 555-0198
Source
Phone call
Owner
Michael A.
Territory
Miami-Dade
Notes — auto transcription
00:32
Routing logic
Service matchOperations audit
Owner ruleBy territory
Next stepImmediate response
Respond
Respond instantly. Every time.
Automate. Personalize. Notify.
Every new lead gets an immediate, personal response — and the right person on your team knows the moment it happens. Missed calls get a text back before the caller dials a competitor.
System status
All systems normal
Environment
Demo
AKRS://RESPOND
Response Center
Demonstration of the response center: a new lead receives an immediate personal SMS, the lead owner is notified, a missed call gets an automatic text back, and every action is logged to an activity feed.
Jordan Lee
(305) 555-0198 · L-10293 · Phone call · 10:21 AM
New
Immediate Response
SMSEmail
Hi Jordan, thanks for reaching out to AK Solutions. We help service businesses streamline operations and grow profitably. What’s the best time to connect?
132 / 160 · To: (305) 555-0198
Sending…
Staff Notification
Michael Anderson
Lead owner
Notifying…
Missed Call Text-Back
(305) 555-0134
Missed call · 10:22 AM
Text sent
Activity Feed
10:21 AMLead created from phone call
10:21 AMResponse SMS sent
10:21 AMNotification sent to Michael A.
Convert
Qualify clearly. Convert confidently.
Discover. Match. Book.
Qualify the need, match the right service, and book the appointment in one continuous motion — no back-and-forth, no leads waiting on a reply.
System status
All systems normal
Environment
Demo
AKRS://CONVERT
Qualification & Booking
Demonstration of qualification and booking: a completed qualification checklist, a matched best-fit service, and an appointment booked directly on the calendar with time, owner, and location confirmed.
1. Qualify 2. Match 3. Book
Qualification
Business overview
Current challenges
Goals & objectives
Decision timeline
Budget range$1K–$5K
Service Match
Best fit
Operations Audit & Implementation
Streamline operations. Increase profitability. Build scalable systems.
Alternate
Systems Build
View all services
Book Appointment
July 2026
SMTWTFS12345678910111213141516171819202122232425262728293031
Available times
9:00 AM
10:00 AM
11:00 AM
1:00 PM
2:00 PM
Appointment details
Date
Wed, Jul 22, 2026
Time
10:00 AM ET
Duration
60 minutes
With
Michael Anderson
Location
Phone call
Confirm appointment
Lead Jordan Lee · Service Operations Audit & Implementation
Appointment booked
Follow Through
Follow through with discipline.
Update. Remind. Reactivate.
The CRM stays current on its own. Reminders fire before things slip, stale leads surface for reactivation, and nothing depends on someone remembering.
System status
All systems normal
Environment
Demo
AKRS://FOLLOWTHROUGH
CRM Command Center
Demonstration of the CRM command center: today's agenda, next actions with due dates, open opportunities with values, a reactivation queue of stale leads, and a running activity timeline.
Today's Agenda
6
10:00 AMJordan Lee — Discovery callNew
11:30 AMSam Patel — Follow-up
1:00 PMTaylor Smith — Proposal review
2:30 PMChris Johnson — Onboarding prep
View full agenda
Next Actions
8
Send proposal — Jordan LeeDue today
Follow up — Sam PatelDue today
Confirm scope — Taylor SmithDue tomorrow
Onboarding prep — Chris JohnsonDue tomorrow
View all actions
Opportunities
Open
Jordan Lee · New installDiscovery$4,800
Sam Patel · Repair jobProposal$2,400
Taylor Smith · Service quoteQualifying$3,600
Chris Johnson · Maintenance planOnboarding$1,900
View all opportunities
Reactivation Queue
5 stale
Jamie RobertsNo contact in 14 days
Morgan BaileyNo contact in 21 days
Casey MilesNo contact in 18 days
Drew WilsonNo contact in 30 days
View reactivation queue
Activity Timeline
Jul 13Proposal sent to Sam Patel11:02 AM
Jul 12Follow-up completed with Taylor Smith4:15 PM
Jul 11Appointment booked with Jordan Lee10:21 AM

Lead	Source	Received	Status
L-10293	Phone Call	10:21 AM	New
L-10294	Website Form	10:23 AM	New
L-10295	Email	10:27 AM	New
L-10296	Referral	10:31 AM	New

01Capture
Collect inquiries from forms, phone calls, and messages.
02Respond
The lead hears back before your competitor picks up the phone.
03Convert
Qualification, booking, and moving leads forward.
04Follow Through
Reminders, handoff, and client communication after booking.

One system. Four stages. Nothing slips.AKRS://SYSTEM

The Services

Three ways we recover revenue.

Instant Lead Response
Every call, form, and email answered in minutes — including a text back on missed calls before the caller dials a competitor.: Dead Lead Revival
The leads that went quiet and the past clients you lost touch with — contacted the right way until they book or say no.: Proposal Follow-Up
Every open quote followed up on a schedule until it's signed or closed out. No more ghosted proposals.

Before

After

Every business leaks differently. A baseline audit maps where your inquiries slip today — and which of the three to switch on first.

The Operating View

Every lead, every stage, visible.

This is the operating view we run for clients — shown here as a demonstration environment with sample data.

AK Solutions

Revenue Operations

Systems • People • Process

Overview
Pipeline
Activity
Reports
Configuration

Demonstration Environment

New Inquiries

▲ 14%vs. prior 7 days

Median Response

2 min

▼ 4mvs. prior 7 days

Contact Rate

84%

▲ 5ppvs. prior 7 days

Qualified Opps

▲ 12%vs. prior 7 days

Appts Booked

▲ 10%vs. prior 7 days

No-Show Rate

▼ 3ppvs. prior 7 days

Pipeline Value

$48K

12 active opportunities

Stale Opps

14+ days no activity

Follow-Ups Due

due within 48 hours

Lead Flow Journey

Five-stage operating model

1Capture
Leads captured from multiple channels
34 new this week
2Respond
Acknowledge quickly and start dialog
5 in progress
3Qualify
Assess fit and identify opportunity
11 qualified
4Book
Book meeting and confirm interest
8 booked
5Follow Up
Nurture, follow up, and move forward
6 active follow-ups

Journey Conversion (7-Day)

Capture → Respond: 68%
Respond → Qualify: 42%
Qualify → Book: 79%
Book → Follow Up: 77%
Overall conversion: 18%

Pending Opportunities

7 records

Lead source	Status	Owner	Age	Next action	Urgency
Website – Contact Form	Qualified	Alex Kim	2d	Send quote	Normal
Phone Call	Awaiting Response	Jordan Lee	1d	Call back	High
Referral	Qualified	Taylor Morgan	3d	Schedule visit	Normal
Website – Service Page	No Response	Sam Rivera	5d	Re-engage lead	High
Text Message	Awaiting Response	Casey Nguyen	2d	Call – left voicemail	High
Referral	Qualified	Alex Kim	1d	Confirm appointment	Normal
Google – Local	Nurturing	Morgan Patel	4d	Share past work	Normal

View all opportunities

Lead Source Performance (7-Day)

Website

Phone

Referral

Google

Text

Top source: Website (41%)

Opportunity Recovery

9 stale opportunities have had no activity for 14+ days. Re-engage to restore momentum.

New job inquiry$4,800
Repeat customer$3,200
Referral lead$2,400
Quote follow-up$1,600

Booking Trend (Daily)

▲ Rising

Jul 1Appointments bookedJul 14

Response Time Trend (Daily)

▼ Falling

Jul 1Median response timeJul 14

Live Queue

12 leads

3 new
5 awaiting response
4 assigned

View queue

Owner Assignment (Active)

Alex Kim6
Jordan Lee4
Taylor Morgan3
Sam Rivera2

View all

Workflow Health

CaptureHealthy
Response SLA2 overdueAt risk
Follow-ups6 due soonAt risk

View workflow

Follow-Up Status

17 on track
12 due soon
5 overdue

View follow-ups

System Status

last_checked:: 2026-07-14 09:24:11
status:: all_systems_operational
uptime:: 99.98%
environment:: demo

View status

How We Work

Audit

Find the leaks

Includes

Inquiry review
Response audit
Handoff review
Workflow map
Follow-up gaps

Start here

Most Common

Build

Connect the system

Includes

Routing logic
Booking flow
CRM setup
Notifications
Launch testing

Start here

Operate

Run and improve

Includes

Monitoring
Reporting
Refinements
Issue resolution
Optimization reviews

Start here

Stop losing the business you've already earned.

Book a Consultation

Turn more inquiries into booked business.

Most businesses do not need more leads first. They need to stop losing the ones they already receive.

01 / Phone Call

02 / Website Form

03 / Email Inquiry

04 / CRM Lead

One system. Four stages. Nothing slips.

Every inquiry. One system.

Respond instantly. Every time.

Qualify clearly. Convert confidently.

Follow through with discipline.

01Capture

02Respond

03Convert

04Follow Through

Three ways we recover revenue.

Every lead, every stage, visible.

Audit

Build

Operate

Stop losing the business you've already earned.

Turn more inquiries into booked business.

Most businesses do not need more leads first. They need to stop losing the ones they already receive.

01 / Phone Call

02 / Website Form

03 / Email Inquiry

04 / CRM Lead

One system. Four stages. Nothing slips.

Every inquiry. One system.

Respond instantly. Every time.

Qualify clearly. Convert confidently.

Follow through with discipline.

01Capture

02Respond

03Convert

04Follow Through

Three ways we recover revenue.

Every lead, every stage, visible.

How we work

Audit

Build

Operate

Stop losing the business you've already earned.