Business scope
- Defined business and location coverage
- Agreed service and operating boundaries
- A designated owner or employee for escalation
Managed follow-up service
Recover potential revenue from existing leads
LLR Agent sets up and manages an approved follow-up workflow for a clearly defined group of missed calls, texts, or emails; unclosed estimates; or dormant customers. The business objective is generate revenue for your business from potentially lost leads.
The business strategy
Consistent follow-up with measurable outcomes
Address a repeatable follow-up gap using your existing records, approved messages, and clear handoffs to your team.
We track the workflow's activity and outcomes to help your business assess:
- Record quality
- Response rates
- Customer interest
- Staff handoff requirements
- Booked-work attribution
- Human effort
- Workflow repeatability
- Ongoing value
Service scope
Consultation with you on workflow prior to starting work
We define the records, channels, integrations, operating limits, and responsibilities in collaboration with you.
Workflow scope
Start with a defined follow-up gap:
- Missed-call, text, or email follow-up
- Unclosed-estimate follow-up
- Dormant-customer reactivation
Record scope
- A mutually agreed set of eligible records
- Record age and eligibility suited to the workflow
- Record contact permission
- Only the minimum fields required
- CSV import or one simple integration
Communication scope
- Email or consented SMS
- Client-approved templates
- Defined timing and attempt limits
- Opt-out and suppression handling
- Automated voice response
Reporting scope
- Weekly activity and outcome summary
- Regular reviews of client-confirmed results
- Recommendations for adjusting, pausing, or expanding the workflow
From records to evidence
How the service works
- 1
Baseline qualifications
We review the selected follow-up gap, available records, approximate lead volume, average job value, current process, and staff availability.
- 2
Business Rules
We establish eligibility, required data fields, approved language, communication timing, escalation conditions, exclusions, and attribution rules.
- 3
Supervised launch
The workflow runs against the approved record set. Replies are monitored, routine intent is classified, and qualified responses are handed to the designated person.
- 4
Weekly review
The business receives a concise summary of outreach, responses, handoffs, bookings, opt-outs, and operational issues.
- 5
Ongoing improvement
We use the reported outcomes and your team's feedback to recommend adjustments. Changes to scope or operating rules require your approval.
Your role
Your team remains part of the process.
The business must provide:
- A usable group of existing eligible records
- The right to contact the selected individuals through the approved channel
- Accurate service and estimate information
- Approval of every message template
- A designated escalation contact
- Timely responses to qualified handoffs
- Appointment confirmation, booked jobs, cancellations, and completed work
- Reasonable cooperation in measuring attribution
Qualification
Does LLR Agent fit your business?
An Fit Review assesses whether your records, follow-up requirements, and staff availability support an effective workflow.
- The business receives at least 20 inquiries or estimates monthly
- Average job is valuable enough to justify the cost
- Historical lead or estimate records are accessible
- Follow-ups currently occurs inconsistently
- A person is available to respond to interested customers
- Understands results depend on several factors and are not guaranteed
Request a fit review
Start with the opportunities already in your pipeline.
We will discuss your lead volume, record quality, job value, and staff availability to determine whether managed follow-up is right for your business.
LLR Agent does not guarantee appointments, jobs, revenue, or profit.