Lead Recapture and Revenue Recovery System

Operational system that identifies where leads are lost and fixes the process.

CONTEXT

Leads were being captured but not consistently converted.
There was no visibility into where opportunities were being lost.

Solution

Created a system to:

  • map the full lead lifecycle

  • standardize tracking across stages

  • identify drop-off points

  • implement automation to close gaps

  • improve routing and follow-up consistency

IMPACT

  • Recovered over $100K in revenue within 90 days

  • Improved forecasting accuracy

  • Increased follow-up consistency

  • Better allocation of spend and resources

SYSTEM COMPONENTS

CRM (pipeline + tracking)
Google Sheets (analysis layer)
Workflow automation (Zapier / similar)
Standardized taxonomy (source + stage)