Opportunity recovery, made practical

Turn missed follow-ups into recovered revenue.

A missed-opportunity recovery layer for SMEs—starting with missed calls, missed enquiries, quote and appointment follow-up, lapsed customers and honest review requests.

Explore recovery workflows
Recovery snapshot
Last 30 days
Potential value recovered€8,420↑ 18.4% from previous period
47Opportunities
recovered
31%Average reply
rate
4.8Feedback
average

Built around honest feedback. Review recovery asks every customer for their genuine experience—never review gating.

SAMPLE DATA
FLAGSHIP WORKFLOWMissed Call Recovery
RECOVER THE CALL, NOT JUST THE NUMBER

A useful response in seconds. A proper follow-up until the outcome is known.

When a business misses a customer-initiated call, the platform can send a pre-approved service response, create the lead, notify the owner, start a callback task and track what happened next.

01

Missed call detected

Customer calls the business

02

Pre-approved SMS sent

Fixed factual response only

03

Opportunity created

Caller details enter recovery

04

Owner notified

Business sees the missed call

05

Follow-up task started

Callback is assigned and timed

06

Outcome tracked

Recovered, booked, lost or flagged

INCOMING CALL · DEMO

Oakline Plumbing

Urgent leak enquiry

Missed · 11:42
1

Instant Auto-ResponsePre-approved fixed template · sends immediately

NO EDITING
SMS PREVIEW · NOT CONNECTED

Hi, thanks for calling Oakline Plumbing. Sorry we missed you. We will call you back as soon as possible. Reply with your name, address area and what you need help with.

2

Owner-Approved Follow-UpEditable or AI-assisted later · review always required

APPROVAL GATE
Callback taskCall back within 15 minutes
Expected value€180 call-out opportunity
LIVE DEMO JOURNEY
✓ SMS prepared✓ Opportunity createdOwner follow-up pending
!

Service-response boundaryThe instant missed-call message is a factual response to a customer-initiated call, not a marketing message. It must not include promotional offers, discounts, review requests or unrelated sales content.

DEMO ONLY · NO SMS IS SENT
WEBHOOK TEST MODE

Pass the recovery event to your automation sandbox.

In a live pilot, this webhook would connect the platform to Make, n8n, Zapier, or another automation layer. The platform owns the recovery logic and approved templates; the automation tool handles delivery and notifications.

Works with test webhooks fromMaken8nZapier
!

Demo mode onlyThis sends a test event to your automation tool. No SMS or email is sent from this app.

Ready to testPaste an active test webhook URL to begin.

DEMO PAYLOAD · JSONUpdates with selected business
{
  "workflowType": "missed_call_recovery",
  "businessName": "Oakline Plumbing",
  "businessSector": "Trades business",
  "callerName": "Demo Caller",
  "callerPhone": "+353 87 555 0142",
  "missedCallTime": "2026-07-24T11:42:00+01:00",
  "triggerSource": "phone_missed_call",
  "approvedTemplate": "missed_call_service_response_v1",
  "messageBody": "Hi, thanks for calling Oakline Plumbing. Sorry we missed you. We will call you back as soon as possible. Reply with your name, address area and what you need help with.",
  "ownerNotificationRequired": true,
  "callbackTaskRequired": true,
  "approvalMode": "instant_pre_approved",
  "nextAction": "owner_callback",
  "demoOnly": true
}
LOCAL EVENT LOG

Webhook Event History

During a pilot, this history would be stored in the platform database and used to track recovery outcomes.

No test events yetSend a webhook test event to add the first local history record.

IMPLEMENTATION FLOW

A recovery layer beside the systems you already use.

The platform sits between enquiries, bookings, quotes, and completed services, then launches the correct recovery workflow so valuable opportunities do not fall through the cracks.

01

Trigger source

Website form, email, phone enquiry, booking system, spreadsheet or manual entry

02

Recovery workflow

The platform matches the missed moment to the correct recovery playbook

03

Owner approval

The business reviews timing, edits the draft and approves the next action

04

Sending channel

Email, SMS, calendar task or CRM note — connections come later

05

Outcome tracking

Recovered, booked, quote accepted, review requested, issue flagged or lost

WORKS BESIDE YOUR CURRENT TOOLS

Start with manual or spreadsheet-led recovery. Connect forms, booking systems, email, SMS, CRM and automation tools only when the business is ready.

WebsiteInboxBookingsSheetsCRM later
RECOVERY WORKFLOW LAUNCHER

See how one missed moment becomes an approved action.

Choose a real SME scenario. The launcher recommends the recovery sequence, prepares the message and waits for owner approval.

2 · RECOMMENDED WORKFLOW

Recover open quote

SAMPLE WORKFLOW
DRAFT MESSAGE

Hi Aoife, just checking that the garden studio quote reached you safely. If you have questions about timing or materials, I am happy to talk them through. No pressure — reply whenever suits.

EXPECTED BUSINESS VALUE€4,850 open quoteIllustrative value based on sample data
3 · OWNER DECISION

Review timing, channel and wording before launch.

TRACK THE RESULT
Recovered
Booked
Quote accepted
Review requested
Issue flagged
Lost
RECOVERY WORKFLOWS

Every missed moment has a next best action.

Choose a proven sequence, tailor the words to your business, and see exactly what happens next.

RECOMMENDED PLAYBOOK

Respond while the customer still needs help

Send a fixed service-response SMS immediately, create the opportunity, notify the owner and start a follow-up task.

8missed calls today
1
Instant

Service response

Send the pre-approved factual missed-call template.

2
+ 1 min

Create opportunity

Log the caller and notify the business owner.

3
+ 15 min

Start follow-up

Create a callback task and track the outcome.

SECTOR TEMPLATES

Relevant from day one.

MESSAGE DRAFTS

Human words, ready to make your own.

Practical starting points for thoughtful follow-up. Every draft is editable before anything is sent.

DRAFT PREVIEWNot connected

Quick check-in on your quote

Hi Aoife, Just checking that the quote for the garden studio reached you safely. If you have any questions about the timings or materials, I’m happy to talk them through. No pressure at all—just reply here whenever suits. Best, Mark

REVIEW RECOVERY

Ask everyone. Learn from every response.

Request honest feedback consistently after a completed service. Public reviews are never conditional on a positive response.

1

Service completedTrigger after the real customer experience

2

Honest feedback requestedOne fair request, sent consistently

3

Listen and improveUse every response to strengthen service

Our standard: No sentiment screening, no selective review links, and no review gating.
LAUNCH READINESS

Know what’s ready—and what still needs attention.

Use this checklist to prepare a thoughtful first campaign. Nothing sends from this MVP.

Workspace readiness40%
PILOT / IMPLEMENTATION READINESS

A clear path from working demo to controlled live pilot.

The current MVP demonstrates the recovery logic and business value. A pilot version would connect real trigger sources and messaging providers while keeping templates pre-approved and follow-up actions visible to the business owner.

01AVAILABLE NOW

Demo Ready

The recovery logic and owner experience already demonstrated with sample data.

  • Missed call recovery flow
  • Sector templates
  • Pre-approved SMS examples
  • Owner notification model
  • Follow-up task model
  • Outcome tracking
  • Review recovery workflow
  • Message draft examples
02BEFORE LIVE USE

Pilot Requirements

The operational and technical controls needed for a safe first business pilot.

  • Connect phone or missed-call trigger
  • Connect SMS provider
  • Business-specific approved templates
  • Opt-out / suppression handling
  • Callback ownership rules
  • Test with sample calls before live use
  • Basic customer record storage
  • Manual approval for non-instant follow-ups
03COMMERCIAL ROADMAP

Future Product

Capabilities to scale the recovery layer across more clients, systems and sectors.

  • Zapier / n8n / Make workflow connectors
  • Saved customer and workflow records
  • Reporting dashboard
  • Paid client accounts
  • CRM / booking platform integrations
  • AI-assisted draft generation
  • Client onboarding wizard
  • Sector-specific workflow packs
AUTO-RESPONSE

Pre-approved service messages onlyMissed-call responses stay factual, fixed and non-promotional.

FOLLOW-UP

Owner approval remains requiredEditable follow-ups are reviewed before any future sending action.

PRODUCT ROLE

A recovery layer, not a replacementDesigned to work beside the business's existing phone, booking and CRM tools.

FUTURE CONNECTIONS

Designed to fit the tools you already use.

These connections are placeholders for the next product phase. No external data is connected in this demo.

ZAZapierComing later
MAMakeComing later
N8n8nComing later
EMEmailComing later
SMSMSComing later
CACalendarComing later
GOGoogle SheetsComing later
CRCRMComing later